Conagra Brands is mentioned as a smaller company in the S&P 500 index compared to SoFi's market cap.
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BUY HEAVY! I’m Buying the Dip in SoFi Again
Let's Talk Money! with Joseph Hogue, CFAMay 1, 2026
The creator discusses SoFi Technologies (SOFI), noting a recent 15% stock price drop. Despite the dip, he believes the market is mispricing the stock and has bought over 95,000 shares. He previously sold his SOFI holdings for a 197% profit due to stretched valuations but is now buying back in due to a favorable price-to-book valuation and strong company growth metrics, including revenue and EPS doubling year-over-year.
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JP Morgan is a traditional bank with much slower book value growth than SoFi, yet trades at a higher price-to-book multiple.
Robin Hood shares are significantly more expensive than SoFi on a price-to-book and price-to-sales basis, despite similar growth rates.
Ally is a decent bank with respectable growth but lags significantly behind SoFi in book value growth.
Buying SOFI heavily after a 15% dip, as the market is mispricing its strong growth and favorable valuation.
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