Lakeviewfamily (@lakeviewfam01) 's Twitter Profile
Lakeviewfamily

@lakeviewfam01

Long term Investor, $sofi bull. My $sofi investment thesis in one line - ‘I came for Anthony Noto, I stayed for the company.’

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calendar_today17-11-2024 12:47:44

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Lakeviewfamily (@lakeviewfam01) 's Twitter Profile Photo

$SOFI More earnings thoughts… It is pretty obvious to anyone paying attention that SOFI is going to blow revenue and net income numbers for q4 -2025 out of the water. The only question that remains is how massive of a beat it is going to be… That being said - I don’t think

$SOFI 

More earnings thoughts…

It is pretty obvious to anyone paying attention that SOFI is going to blow revenue and net income numbers for q4 -2025 out of the water. The only question that remains is how massive of a beat it is going to be… 

That being said - I don’t think
Lakeviewfamily (@lakeviewfam01) 's Twitter Profile Photo

$SOFI Must try for SoFi retail. It shows that even with plateauing revenue growth rate and more reasonable earning multiples , the 2030 fair value of $SOFI stock in $170!

Lakeviewfamily (@lakeviewfam01) 's Twitter Profile Photo

$SOFI Things I am looking to learn from SoFi quarterly earnings event this week - - #1 Is the SoFi growth story accelerating, plateauing or decelerating? After a tepid 2024, the SoFi growth story picked up steam again in the first three quarters of 2025. Will they finish

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$HOOD The class of the fintech sector and soon to be most dominant, profitable and valuable financial services company in the world just gave you a 33% discount. Crazy.

$HOOD

The class of the fintech sector and soon to be most dominant, profitable and valuable financial services company in the world just gave you a 33% discount. 

Crazy.
Lakeviewfamily (@lakeviewfam01) 's Twitter Profile Photo

$SOFI $HOOD Fact of the matter is, it’s been a lukewarm to frigid last six months for fintech as a whole. $SOFI is barely treading water. Even the all conquering $HOOD is down in this period (notwithstanding the fact that it was inducted into the S&P500 in this middle of this

$SOFI $HOOD

Fact of the matter is, it’s been a lukewarm to frigid last six months for fintech as a whole. 

$SOFI is barely treading water. Even the all conquering $HOOD is down in this period (notwithstanding the fact that it was inducted into the S&P500 in this middle of this
Lakeviewfamily (@lakeviewfam01) 's Twitter Profile Photo

$SOFI Another stellar quarter. SOFI just keeps delivering - quarter after quarter, year after year. Rain or shine, republican or democrat, tariffs or no tariffs, conflicts or global peace, low interest rates of high interest rates, heightened inflation or otherwise.

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$SOFI Amidst all the recent market carnage, the true essence of the $SOFI story has been lost. This video captures that. Essence #1 - There are very few certainties in life apart from death and taxes. You can add a third one to that list - $SOFI compounding at 30% a year,

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$SOFI made $3.591B in total revenue in 2025. This number equates 97.8% of the full year 2025 revenue projection they made in Jan 2021, exactly five years ago. Even God has a margin of error of +/- 5%. Not this SoFi management. If they say they will do something, believe them.