u/Otherwise_Age8470

Reddit r/ValueInvesting

tracked since Oct 2026

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Ticker

Side

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First Call

Call Price

P&L

Thesis

Theme

Source

SOFI 1ST SoFi Tec... SoFi Technologies, Inc.

Long

Oct 21

$14.69

SOFI ROE inflection could justify higher book multiple

The author is bullish on and owns SOFI, arguing the stock's 1.67x book multiple implies roughly a 15% sustainable ROE versus 7.1% trailing ROE, so the thesis depends on operating leverage lifting returns. A Q3 print around Oct 27 with roughly 8% annualized ROTCE is the stated near-term catalyst for the inflection. The main stated risk is higher rates: the author cites SoFi's 10-Q saying +100bp costs about $159M of NII because liabilities reprice faster than assets.

Payments & Fintech

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u/Otherwise_Age8470 has 1 trade ideas tracked on Buzzberg across 1 tickers since October 2026.

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