Sitemap - 2023 - Data Driven Investing

Clarifying SoFi's "Tricky Accounting" and Insights from My Conversation with SoFi CFO Chris Lapointe:

SoFi's Exemplary Quarter

SoFi Growth Vectors Part 2

SoFi's Next Growth Vectors Part 1

How much money can SoFi lend out?

Why SoFi should not be priced as a bank

Highlights and Analysis from Anthony Noto at the Goldman Sachs Conference

SoFi is going to crush 2024 estimates because of student loans

SoFi: The Moat is Being Built - Part 2: Lending

SoFi: The Moat is Being Built - Part 1

SoFi 2Q23 was almost flawless

Lessons from SoFi Bank Call Report (Deposits, Interest Income, Non-Interest Income, GAAP earnings, CECL, and Mortgages)

SoFi is lying to you (by sandbagging their guidance)

How Risky is SoFi's Loan Portfolio?

Let's Talk About the Macro

A quick response to the Compass Point Sell rating

SoFi Fair Values Part 2: Insights from the 10-Q

What Does It Mean When SoFi Hedges Their Loans?

SoFi: The End of the Student Loan Moratorium

SoFi 1Q23 Earnings Part 1: Fair Value Fears

What I got wrong about earnings

SoFi Bank Earnings Reveal

Six Reasons SoFi Will Beat Earnings on Monday

What do LendingClub's earnings mean for SoFi

SoFi: The AWS of Fintech

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