SOFI
SoFi (SOFI) Noto Investor Conference Interview & Updated Thoughts on the Company
Table of Contents * 1. More on SoFi Plus * 2. Loan Platform Business (LPB) & Credit Health * 3. 2026 Loan Growth Expectations * 4. Crypto * 5. M&
Read MoreSoFi Q1 2026 Earnings Review
Click here for a quick SoFi 101 overview and here for my SoFi deep dive. Other reviews from this season: * Robinhood * ServiceNow * Spotify * Taiwan Semi
Read MoreNews of the Week (March 30 - April 3, 2026)
The Nike earnings review and a portfolio/performance update were published during the week. 1. Updated Fast Growth FCF Comp Sheet * The average FCF dropped
Read MoreNews of the Week (March 23-27, 2026)
Table of Contents * 1. Updated Fast Growth PEG Ratio Comp Sheet * 2. Meta (META) – Legal Issues & More * a. Legal Issues * b. More * 3. Uber
Read MoreNews of the Week (March 16-20, 2026)
Other recent earnings reviews to read from this season: * Micron * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea Limited & On Holding * Nvidia
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