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Tevis @FunOfInvesting

Fundamentals of Investing Podcast on YouTube Co-Host: $SOFI Weekly Podcast Dir. Product & Design @ SaaS startup $TSLA & $SOFI are my main holdings youtube.com/channel/UChvd7… Joined December 2020
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Tevis @FunOfInvesting

3 minutes ago

Going through $SOFI Q1 report and always love to see the operating leverage across their business segments. Tech platform Revenue: +21% y/y Tech platform Expenses: +1% y/y FinServ Revenue: +86% y/y FinServ Expenses: +8% y/y You'd assume the segments growing the fastest also…

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Tevis @FunOfInvesting

6 hours ago

$SOFI Q1 was an outperformance and a soft Q2 guide. Stock tanks. Market is fwd looking. Okay, fine. Next quarter will be in-line performance and strong Q3 guide. How much you want to bet the stock tanks on that, too? Headlines reading: SoFi does not outperform in Q2 - sell? 🤣

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Tevis @FunOfInvesting

10 hours ago

$SOFI CEO Anthony Noto on Bloomberg discussing Q1 earnings earlier today

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Tevis @FunOfInvesting

14 hours ago

$SOFI CEO Anthony Noto's appearance earlier this morning on CNBC

Tevis retweeted
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Joshua Hartley @JHartley2

16 hours ago

@anthonynoto Can you ask the @SoFi team to look into adding the Broker Simplification Program integration? @EverythingSOFI @anthonynoto @amitisinvesting @Micro2Macr0

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Tevis @FunOfInvesting

15 hours ago

$SOFI The main thing people are complaining about is a light Q2 guide. Even though they raised their FY guide. After beating expectations on ever other major metric. Overblown reaction.

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Brad Freeman @StockMarketNerd

18 hours ago

$SOFI The main thing people are complaining about is a light Q2 guide. Even though they raised their FY guide. After beating expectations on ever other major metric. Overblown reaction.

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Tevis @FunOfInvesting

16 hours ago

I've been adding $TSLA almost exclusively over the past few weeks. Tesla now $190 in pre-market. Over the next few weeks, might shift over to adding $SOFI instead. Negative reaction from this earnings is overblown imo.

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Tevis @FunOfInvesting

4 days ago

I've been adding $TSLA almost exclusively over the past few weeks. Tesla now $190 in pre-market. Over the next few weeks, might shift over to adding $SOFI instead. Negative reaction from this earnings is overblown imo.

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Tevis @FunOfInvesting

16 hours ago

$SOFI Q1 Earnings Q&A: UBS: Opportunities in OpEx? Continued brand awareness? CFO: S&M was down 9% y/y. We continue to see efficiencies in R&D as a result of migration to cloud. CEO: Our x-buy remains really strong.

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Tevis @FunOfInvesting

16 hours ago

$SOFI on Tech Platform "We haven't lost any RFPs" CEO Anthony Noto on Q1 Earnings Call: "We're seeing a greater contribution from new clients over the past 9 months. Demand is as high as its ever been. We're converting people from other processing sites to Galileo. From large…

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Tevis @FunOfInvesting

16 hours ago

$SOFI CEO Anthony Noto on Q1 Earnings Call: We have the option to grow the lending business much faster if we wanted to. We're just taking a very conservative stance. CFO: We have more than $20B in capacity to originate loans. Their current growth is all part of the plan.

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Tevis @FunOfInvesting

16 hours ago

$SOFI CEO Anthony Noto on Q1 Earnings Call: "We're excited about where we're at with credit card. Expect us to invest more in that business and see some more innovation toward the back-half of the year. We have 8.1M members. We can market our CC to known members." Lapointe:…

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Tevis @FunOfInvesting

16 hours ago

$SOFI down to $7.53 in pre-market, down 4% after a triple-beat.

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Tevis @FunOfInvesting

16 hours ago

$SOFI Deutsche: Do you see yourself having to raise additional outside equity? CEO Anthony Noto on Q1 Earnings Call: Given our outlook on lending there's no reason to change our outlook on that business. Our decision wasn't driven by capital, we had excess capital. Just say…

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Tevis @FunOfInvesting

16 hours ago

$SOFI Jeffries Analyst: What are you looking at in terms of payment trends? CFO Chris Lapointe on Q1 Earnings Call: "What gives us confidence in that 7-8% life of loan loss outlook is that we have a decade of experience. All of our outlooks are data-driven."

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Tevis @FunOfInvesting

17 hours ago

$SOFI CFO Chris Lapointe on Q1 Earnings Call: "We expect the financial services segment to grow above 75% Y/Y" Management is dropping huge hints, meanwhile people are too concerned with a 2% drop in pre-market...

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Tevis @FunOfInvesting

17 hours ago

$SOFI CFO Chris Lapointe on Q1 Earnings Call: "As a result of the personal loan sales, the quantity of personal loans on book declined q/q despite the growth in originations.

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Tevis @FunOfInvesting

17 hours ago

$SOFI CFO Chris Lapointe on Q1 Earnings Call: "We expect tech platform segment to accelerate in 2024 with strong margins" They reported $94.4M in tech platform revenue for Q1 (21% Y/Y)

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Tevis @FunOfInvesting

17 hours ago

$SOFI CEO Anthony Noto on Q1 Earnings Call: "We grew to 3.9M SoFi Money accounts, up 61% y/y with more than half of newly funded SoFi Money accounts setting up direct deposit by day 30" 🔥

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Tevis @FunOfInvesting

18 hours ago

$SOFI NOTE: The reason the net income was $88M was that there was a one-time benefit from exchanging convertible debt of $59.2M Without this one-time benefit the net income is around $29M. This also accounts for the next quarter guidance seeming light by comparison.

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