SoFi is a millennial-focused financial services company that’s up more than 200% in the last year. And the gains are not just because of social media hype, but also due to SoFi’s impressive fundamental growth (as the company capitalizes on a growing distrust of traditional finance). This report reviews SoFi’s powerful “product differentiation” strategy, growth opportunities (particularly its latest foray into cryptocurrency and private equity), current valuation and risks, and then concludes with a strong opinion on investing.
Substack is the home for great culture


