SoFi’s Fee Flywheel Confirms The Breakout (NASDAQ:SOFI)

Core Insights - SoFi Technologies, Inc. (SOFI) has experienced an 11% increase since the last coverage, indicating strong market performance and investor confidence in the company's future [1] - The company is transitioning to a capital-light business model focused on fee generation, which is expected to accelerate growth [1] Company Overview - SoFi is positioning itself to leverage market inefficiencies and contrarian insights to maximize long-term compounding while protecting against capital impairment [1] - The investment strategy emphasizes identifying high-potential opportunities with an upside potential of 3-5 times the downside risk [1] Investment Strategy - The company adopts a 2-3 year investment horizon, allowing it to endure market volatility and focus on disciplined capital allocation for superior returns [1]