Deep Dive
RBRK
Rubrik Deep Dive
Table of Contents: * Rubrik Product Suite * Financials * Competitive Landscape * Valuation * Risks * Team Take Access to 40+ earnings reviews from this season, my current portfolio/performance
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SOFI
SoFi Deep Dive
SoFi aims to be the one-stop shop for consumer financial needs, with an owned tech stack that it also sells to customers like Robinhood and H&R Block. While it started as a student loan company, it now offers a full line of core financial services and lending products.
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Investment Case
SoFi Deep Dive
Detailing the business model, prospects and risks of a banking disruptor.
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Deep Dive
Nu Deep Dive
A Complete and Condensed View of the Latin American Banking Disruptor
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