Looking for some real $SOFI analysis? In this video I do a deep dive on SoFi's new game-changing Loan Platform Business. It's my first recorded video, so go easy on me in the comments.

For anyone who prefers YT, here is the link:

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I am SO glad you’re making videos. Your analysis needs to be seen and so many many prefer videos. Please continue. •

I will do my best to do these more often

You provide the most informative content on SoFi. Please keep up the good work 💪🏼 👊🏼👍

🙏 Appreciate the support

Great video! I’d say the most important takeaway from an investor perspective is that this Brand new income stream is likely to add around 30 cents in EPS in 2025. You’d be a fool to not think $sofi will beat its 2025 EPS projections out of the water after this.

30 cents of earnings is a little ambitious. $270M in revenue is probably something like $135 in contribution profit, maybe $90M in EBITDA and maybe like $60M-$70M in net income. So an extra 6-7 cents of EPS or so. Could be more than that, those are just back of the envelope calculations

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Amazing stuff!

Great video and analysis. Good job Chris 👏🏻

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