she said “egregious” amount of money as if the money they’re spending on marketing is a bad thing and isn’t paying off. then she said Sofi “is getting crushed by the competition”…… and this is why no one respects analyst and why we call them clowns.
Veritably wrote of $40 million per year of interest, will take $100 million of stocks off active trading, arbitraging to avoid dilution, and they have plenty of cash ... where did they find this guy?
obviously Im bullish but this was fair from this guy, he said as a strategy it is good but short term pain, id agree, if your a long term investor...no worries
The thing with SoFi is young affluent people love it and millions have swapped from the traditional banks. The payoff over the next decade will be huge as those affluent people inherit the Baby Boomer's capital. Noto knows this and thus his "winner take all mentality"
Im sure there is an underlying reason for this manipulation. This has to be manipulation because no one in this guys position could be that clueless. This move of Sofi's is pretty smart and they have some hedging on the move. This move of Sofi's is being done from a position of strength. For all your investments "Pete Packs Pockets" is sounding better than Schwab.
Yeah that line got me too. Maybe she meant in terms of stock price? She'd be right then. But you'd hope an investment banker would realize that stock price and company performance aren't necessarily good proxies for each other.
Well it was the dilution which drove price down, but it was extremely clever dilution. They used capped calls to raise funds to pay off high interest debt and massively boost their bottom line, IMO exactly what a young company with precisely one quarter of profitability should be doing.
The way I saw it was worst case scenario the cap calls would translate to roughly 6.5% dilution, in exchange for big boost to the bottom line. Then the stock fell 14%. Not exactly arbitrage but good enough for this retail investor ;)
They must not have read the report… The we’re paying off high interest debt… guys talking out his ass.
They have no idea what they are talking about
Schwab needs to do better on who they hire
she said “egregious” amount of money as if the money they’re spending on marketing is a bad thing and isn’t paying off. then she said Sofi “is getting crushed by the competition”…… and this is why no one respects analyst and why we call them clowns.
Yeah i believe she also 7:32 mentioned its “not working”. TF are they taking about?😂
Very little cash???? 3.2 Billion???
Veritably wrote of $40 million per year of interest, will take $100 million of stocks off active trading, arbitraging to avoid dilution, and they have plenty of cash ... where did they find this guy?
Give us a chance to buy more shares
@@TonyYIsOn I did! 😁
SoFi is planning to burn shorts and move up by 3 to 5 folds
Schwab has no clue re: SoFi, via this video and past ones.
They know what they are talking about. They are trying to push down the price so institution can accumulate more shares.
obviously Im bullish but this was fair from this guy, he said as a strategy it is good but short term pain, id agree, if your a long term investor...no worries
Buying LEAPs all day!
We need rates cuts damnit that's why Sofi is not moving
These guys are who? What are they talking about? These guys couldn't frame a poster. In fact, they are probably buying right now. Insane.
The thing with SoFi is young affluent people love it and millions have swapped from the traditional banks. The payoff over the next decade will be huge as those affluent people inherit the Baby Boomer's capital. Noto knows this and thus his "winner take all mentality"
These people continue to be clueless. The stock isn’t moving because it is massively shorted.
Guy knows ZERO about fundamentals.
Im sure there is an underlying reason for this manipulation. This has to be manipulation because no one in this guys position could be that clueless. This move of Sofi's is pretty smart and they have some hedging on the move. This move of Sofi's is being done from a position of strength. For all your investments "Pete Packs Pockets" is sounding better than Schwab.
Um, it is in fact working. :)
All these legacy banks and investment firms are lightweight worried about Robinhood and sofi
Blink if you have no idea what you are talking about
can someone explain their conviction behind why they think the analyst is wrong?
This guys out to lunch!
Tam is in the trillions. Definitely big enough
They don’t seem to understand Sofi at all.
Whiffed it. I expected better.
Getting crushed by the competition? Lol
Yeah that line got me too. Maybe she meant in terms of stock price? She'd be right then. But you'd hope an investment banker would realize that stock price and company performance aren't necessarily good proxies for each other.
Bs the whole market is down big today!!!
Well it was the dilution which drove price down, but it was extremely clever dilution. They used capped calls to raise funds to pay off high interest debt and massively boost their bottom line, IMO exactly what a young company with precisely one quarter of profitability should be doing.
The way I saw it was worst case scenario the cap calls would translate to roughly 6.5% dilution, in exchange for big boost to the bottom line. Then the stock fell 14%. Not exactly arbitrage but good enough for this retail investor ;)
These people dont read