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InvestmentGuru
@InvestmentGuru_
Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
Joined January 2019
1.2K Following    42.9K Followers
$SOFI at $15.77 — good buy. Down 39% this year, 50% off its peak, sitting near the 52-week low. Meanwhile: revenue +41%, net income +65%, deposits up from zero to $45.5B since the bank charter. You're paying 20x forward earnings for a digital bank growing like a startup. Street target $22.50 — that's 43% upside. Earnings October 27. Fintech gets left for dead every cycle and this is what the bottom looks like. Starter size, add near $15.
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