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▶ 1:35 · $SOFI · My Top Stock to Buy in August 2026 | $SOFI
episode briefing
Asymmetric Investing

My Top Stock to Buy in August 2026 | $SOFI

2026-08-03 · 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
“this is one of the stocks that I'm buying in the asymmetric portfolio this month. Let me know what you think about SoFi here today.”
—travis hoium
now playing · $SOFI
$SOFI···bullish· high· postravis hoium
Hoium adds to SoFi position on member growth flywheel and reasonable valuation
Digital-first bank with national reach growing members 35% YoY and products per member 42%, lending accelerating as management holds loans on balance sheet for longer-duration val…