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V3's avatar

That was just a helluva a good call on SOFI and the SOFI-AWS examination was invaluable to understanding the company. Again, great call.

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Invest with Thesis's avatar

Let’s Connect. I love your content.

The AI narrative is powerful, but I believe the real winners will be those who combine innovation with durable economics. I wrote about this in my recent review — showing how thesis-driven investing captured both AI and energy transitions. Happy to share here

https://open.substack.com/pub/thesisrationale/p/annual-investment-review-20242025?r=48cf8j&utm_medium=ios

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V3's avatar

How about buying AFRM?

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Data Driven Investing's avatar

I like Affirm, but it's always been priced above SoFi on a P/GP and P/S basis and SoFi grows faster and is more profitable, so I think SoFi is the better buy.

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V3's avatar

Agree

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Charles Curran's avatar

Any thoughts on robinhood entering banking. I have a contrarian take that it might not be great for them. The cultures are not aligned. Maybe in this government of deregulation they are ok but a new regime may bring more oversight again and SoFi is well prepared to operate in that environment. Robinhood may not be.

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Data Driven Investing's avatar

It's more competition in the space, and I don't think the regulatory risk is super high for Robinhood. However, I tend to think that there so much market share to take away from incumbents that they are not competing very directly with each other as they both have very differentiated offerings compared to legacy players.

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Charles Curran's avatar

I know it is just him saying it but 25% for two decades is insane. From what I can only google and amazon had a run like that. Not even Apple from 2001-2021 got to 25% revenue cagr.

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Data Driven Investing's avatar

Yeah, it's definitely a stretch goal for sure. I'm not sure if it's achievable, but I do like the long-term mindset.

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