SoFi’s Breakout Is Backed By Platform Economics (NASDAQ:SOFI)

Group 1 - SoFi Technologies is transitioning from a lending-focused business model to a diversified financial platform, with non-lending revenue streams now constituting the majority of its business [1] - The company has successfully scaled its deposits, indicating growth in its financial services [1] Group 2 - The author emphasizes a disciplined, fundamentals-first investment approach, focusing on identifying mispriced quality companies and resilient business models [1] - The insights shared aim to contribute to a community of investors who prioritize clear thinking and research-backed commentary [1]