SOFI
News of the Week (April 7 - 11, 2025)
I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P.
Read MoreNews of the Week (March 3-7, 2025)
Table of Contents * 1. Broadcom (AVGO) – Earnings Review * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g.
Read MoreShopify & Chipotle Earnings Reviews + SoFi CEO Interview from Today
1. Chipotle (CMG) – Earnings Review a. Key Points * Somewhat underwhelming quarter doesn’t interrupt fantastic multi-year trends. * There was some traffic variability in December
Read MoreSoFi Q4 2024 Earnings Review
Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Credit Health & Balance Sheet * Vintage Analysis: * Deposits: * More than Fair Value
Read MoreNews of the Week (January 20 - 24, 2025)
Table of Contents * 1. Earnings Round-Up – American Express (AXP) & In … * a. American Express (AXP) – Earnings Summary: * b. Intuitive Surgical (ISRG) – Earnings Summary * 2.
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