
Core Viewpoint - SoFi Technologies (NASDAQ: SOFI) has underperformed the market since the last 'strong buy' call, but the recent pullbacks present opportunities for accumulation before potential new highs [1] Company Summary - SoFi is rapidly establishing itself as a significant player in the fintech sector [1] - The investment strategy focuses on GARP (Growth at a Reasonable Price) and value stocks, emphasizing high-quality businesses with strong competitive advantages and substantial growth potential [1] - The approach prioritizes fundamental analysis, seeking stocks that are trading at a discount to their intrinsic value, ensuring a clear margin of safety [1] - The long-term investment horizon is set at 5-7 years, aiming for wealth accumulation through compounding while emphasizing downside protection [1]