If you haven’t read part 1, I suggest you start there. It gives some background on how I think about valuation, why I don’t think tangible book value is the right metric for SoFi, and results of a few different discounted cash flow models,
Love it! Thanks for the writeup!
Excellent as always. Can’t wait for earnings
Love it! Thanks for the writeup!
Excellent as always. Can’t wait for earnings