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▶ 0:56 · $SOFI · Is SoFi Stock a Buy Today?
episode briefing
Asymmetric Investing

Is SoFi Stock a Buy Today?

2026-07-30 · 1 company · 2 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“That's why I continue to be a shareholder, one of the stocks that I may buy for the asymmetric portfolio again in August.”
—travis hoium
now playing · $SOFI
$SOFI···bullish· high· postravis hoium
Hoium sees SoFi as buying opportunity after 8% post-earnings drop: 37% member growth at 1.8x book
SoFi's 37% member CAGR and accelerating product adoption justify a premium to traditional banks despite technology platform weakness; trading at 1.8x book and 24x forward earnings…