SoFi (SOFI) Noto Investor Conference Interview & Updated Thoughts on the Company
Table of Contents * 1. More on SoFi Plus * 2. Loan Platform Business (LPB) & Credit Health * 3. 2026 Loan Growth
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Fantastic quarter. The search business is rocking, and obviously proving that AI applications are both incremental and easily monetizable. The slower YouTube advertising growth is by design, as Google favors premium subscriptions over...
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It talks you through the thinking. He includes his thought process and what he's thinking and doing. I feel like I have an analyst on staff.
He has a good track record backed up by analysis.
He lets you know his logic flow. He’s with you all the way. It’s a personal element. You feel like you know him.
SMN is more detailed and balanced. It’s informal but not too informal.
Table of Contents * 1. More on SoFi Plus * 2. Loan Platform Business (LPB) & Credit Health * 3. 2026 Loan Growth
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Read MoreOther reviews from this season to read: * Nu * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding
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