Robin Hood (HOOD) is mentioned as a competitor to SoFi, taking a different approach by avoiding a bank charter to move faster, and is noted as being cheaper with a higher return on equity.
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Should You Buy SoFi After the Crash?
Jun 7, 2026
The creator analyzes SoFi's stock performance, which has crashed 50%. They break down the company's business model, focusing on user engagement and cross-selling strategies. While acknowledging bear arguments about low product usage per member, the creator highlights a strong cross-buy rate among existing customers, suggesting the strategy is working for a segment of their user base. The analysis aims to determine if SoFi is a buy despite the recent downturn.
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The creator suggests SoFi could be a buy after its 50% stock crash, highlighting strong cross-buy rates among existing customers despite a low average product usage per member.
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