SoFi; Shopify; PayPal; Duolingo; Revolve; Match Group; Progyny; Upstart; The Trade Desk; Penn Entertainment; CrowdStrike; Meta Platforms; Macro; My Activity
I agree that SOFI is interesting because they own their platform and can innovate quicker. However their lopsided balance sheet and severely negative cashflows are a huge concern...especially given how competitive the financial services industry is.
Thanks for your fabulous weekly write ups. Weekend must read in my book.
I agree that SOFI is interesting because they own their platform and can innovate quicker. However their lopsided balance sheet and severely negative cashflows are a huge concern...especially given how competitive the financial services industry is.
Thanks for your fabulous weekly write ups. Weekend must read in my book.