Asymmetric Investing by Travis Hoium on SOFI

“But, love what I see from SoFi right now. Like I said, this is one of the stocks that I own in the Asymetric portfolio and it's because they have just been compounding that revenue growth. We see the operating leverage that you want to see. Everything's heading in the right direction.”

“I think this is going to be a company that's going to compound and you're getting at a pretty compelling valuation right now.”

“I could see that being easily over 100 million members a decade from now.”

“But, if SoFi is actually able to get some adoption on this and increase that market cap, that's interest revenue that they're actually going to be able to make a significantly amount of money off of.”

“The big piece that is going to be impacted by this change if they're able to get customers to adopt it and merchants to be able to adopt it is going to be financial services revenue.”

“That's why this is one of the stocks that I'm buying in the Asymmetric Portfolio this month.”

“So, this is ultimately going to drive future revenue growth.”

“So, that's where we should continue to see this number go up in 2027, in 2028.”

“This is going to be trending in the right direction.”

“That's why I continue to be a shareholder, one of the stocks that I may buy for the asymmetric portfolio again in August.”

“I think SoFi is heading in the right direction. got growth, it's got value. That's why I continue to be a shareholder, one of the stocks that I may buy for the asymmetric portfolio again in August.”

“And that doesn't mean that the stock market loves what they're seeing, but long-term, and I'm a long-term investor here on Asymmetric Investing, I think this is one of the better buys in the market.”

“but I think this is a pretty good price here at about $18 per share.”

“One that I plan on holding for a very long time and that multiple can actually expand.”

“It's going to be volatile from a stock perspective, but that's why I continue to add when we get these uh opportunities where the stock is down because I don't see anything fundamentally wrong with uh what's going on with the business.”

“SoFi I have actually been buying a little bit recently.”

“That's the number one stock that I think could 10x over the next 10 years.”