Good stuff, Tyler! You know the company well. The most important idea you highlighted is that "...financial services are commodities. And the company with the strongest unit economics, wins." Galileo, the super app, growing brand awareness and the bank charter are keys to scaling the business profitably, and all the piece for a real flywheel advantage are now place. However, they still need to execute, and this is not a slam dunk, but I do like the management's track record and their likelihood of meeting or overachieving their goals. Good luck!
Happy New Year to you and your family. I would have voted for the "Wet Bandits" as your company antagonist name. Top five Christmas movie. The bank Charter will really get SOFI moving up stock wise. Traders IMO pushed it down on the federal student loan refi pause. Also I am suspicious of an acquisition by established financial behemoth. Another well done article! Best regards. ( how about some Huey Lewis and the News background soundtrack ? )
Excellent article as always. Have been bullish on unity and am seeking to use it as my “metaverse” play along with Roblox. It takes a special kind of writer to make challenging topics easy to read and maintain reader interest but you have that in spades.
Hi Tyler, I have been long U and adding as it started to sell off this year. It is the "SSP (supply side platform) of gaming" and the pick and shovel play for the metaverse in my mind. My amateur Elliott Wave tracings show that it may have had a near term bottom at the 90% retrace of Wave 2 and we are midway through a bullish Wave 3 with possible 12-month price target of $230. Appreciate your deep dive into this name. Will give shout out on your behalf to fellow tech investors . . .
Good stuff, Tyler! You know the company well. The most important idea you highlighted is that "...financial services are commodities. And the company with the strongest unit economics, wins." Galileo, the super app, growing brand awareness and the bank charter are keys to scaling the business profitably, and all the piece for a real flywheel advantage are now place. However, they still need to execute, and this is not a slam dunk, but I do like the management's track record and their likelihood of meeting or overachieving their goals. Good luck!
Happy New Year to you and your family. I would have voted for the "Wet Bandits" as your company antagonist name. Top five Christmas movie. The bank Charter will really get SOFI moving up stock wise. Traders IMO pushed it down on the federal student loan refi pause. Also I am suspicious of an acquisition by established financial behemoth. Another well done article! Best regards. ( how about some Huey Lewis and the News background soundtrack ? )
Superbly written; well researched. Very impressed.
Excellent article as always. Have been bullish on unity and am seeking to use it as my “metaverse” play along with Roblox. It takes a special kind of writer to make challenging topics easy to read and maintain reader interest but you have that in spades.
Hi Tyler, I have been long U and adding as it started to sell off this year. It is the "SSP (supply side platform) of gaming" and the pick and shovel play for the metaverse in my mind. My amateur Elliott Wave tracings show that it may have had a near term bottom at the 90% retrace of Wave 2 and we are midway through a bullish Wave 3 with possible 12-month price target of $230. Appreciate your deep dive into this name. Will give shout out on your behalf to fellow tech investors . . .