Thanks for your as always, valuable sofi insight Brad. One thing i can't get my head around is how they get to 67c eps in 26 from 7c in 24 which is 9X higher eps growth rate than their forecast revenue growth of 22.5% over the same period.
I guess maybe more $ drops straight to the bottom line now they're profitable? but have you been able to deduce a likely pathway for how they might be able to increase eps at 200% compond rate to '26?
Thanks for your as always, valuable sofi insight Brad. One thing i can't get my head around is how they get to 67c eps in 26 from 7c in 24 which is 9X higher eps growth rate than their forecast revenue growth of 22.5% over the same period.
I guess maybe more $ drops straight to the bottom line now they're profitable? but have you been able to deduce a likely pathway for how they might be able to increase eps at 200% compond rate to '26?
I read your email every weekend. Great analysis for novice like me to understand. Thanks Brad!
Brad, thank you for the Sofi 2026 price breakdown. :)