Don't Care

185 posts

Don't Care

Don't Care

@beachbearchill

Katılım Aralık 2025
55 Takip Edilen8 Takipçiler
𝓁𝓃(𝒶)
𝓁𝓃(𝒶)@EllenaDsk·
Random otkriv deka mozam da minimiziram Youtube na tel dodeka koristam dr apps
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Ангела
Ангела@RumShtangla·
спасете ме од истражување на понудата и препорачајте ми од кој робот правосмукалка сте задоволни
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Don't Care
Don't Care@beachbearchill·
@grtr_than_equal @Boychenn @RumShtangla Xiaomi s40Pro, ги решава тие фалинки. Кога доаѓа до ќоше четката излегува 5см за да ги собере трошките, а истото го прави и задниот ротирачки моп за 5см за да помине... испробано, плус 19.000 вшмукувачка моќ, корне
Don't Care tweet media
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Darkos Aurelius
Darkos Aurelius@grtr_than_equal·
Мене таму највеќе ми се заглавува и морам јас да одам да го спасувам. И пример ако има некоја мушичка или нешто ситно, а ми боде очи - со тоа шо врте коа го перне, прате го на месечината. И на крај пак не е собрано 😂 Ако не станува збор за стотици квадрати шо треба да се чистат... не чине. А ако се работе за стотици квадрати, тогај има за да се плате човек да дојде да исчисте 😁
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Маја Langstrumpf
Маја Langstrumpf@____maja_______·
Подобро од Лидл ќе било АЛДИ да дојде во Македонија.
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Don't Care
Don't Care@beachbearchill·
@TheStockUp_ @TheStockerMan Oooooookkkkk, but at least they need to make up for the 1600% dilution for the past 6y. At 40% EPS growth per year, you would need 40years to make up the 1600%...
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The Stock Up
The Stock Up@TheStockUp_·
@beachbearchill @TheStockerMan That era of dilution is over. Shares outstanding have been flat since GAAP profitability and the company no longer needs to issue stock to fund growth. The 35% EPS growth going forward is the only math that matters now.
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Stocker-Man
Stocker-Man@TheStockerMan·
Here’s why I think Noto keeps buying aggressively: $SOFI is guiding for roughly 35-40% EPS growth over the next few years. Let’s do the math: If $SOFI can reach around $0.60 EPS this year and continue compounding earnings ~35% annually: 2027 EPS = ~$0.81 2028 EPS = ~$1.09 2029 EPS = ~$1.47 Now compare that to other high-growth fintech/platform companies that often trade between 30-45x earnings when growth stays elevated. Even applying a more conservative 30x multiple to ~$1.09 in 2028 EPS gives you a ~$33 stock. At 35x earnings: ~$38/share. At 40x: ~$44/share. And that’s assuming $SOFI simply executes on current trends: - member growth still exploding - financial services segment scaling rapidly - margins improving - loan platform business ramping - EBITDA and EPS inflecting higher Five years ago: ~1.5M members ~$260M gross profit run-rate unprofitable Today: ~14.7M members multi-billion revenue business profitable expanding margins full financial ecosystem Yet the stock is sitting around the same price range. That disconnect is exactly why Noto keeps buying.
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Don't Care
Don't Care@beachbearchill·
@TheStockerMan @TheStockUp_ Nice math... Can you also do one more, how much EPS growth is needed per year to compensate a 300% increase of shares per year?
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Stocker-Man
Stocker-Man@TheStockerMan·
@TheStockUp_ So even with a discounted multiple, you’re still looking at 2-3x upside from here if execution continues.
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Don't Care
Don't Care@beachbearchill·
@mk_004Y @MMZdravkovski @BlazoElixir Незнам зашто се чуди, па истиот пример е и со политичарите. Крушата не паѓа далеку.
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SKIPPER
SKIPPER@mk_004Y·
@MMZdravkovski @BlazoElixir Па едуцирајте ги во штабот, силеџиите вие ги создавате во тоа маалските штапчиња. 98% сум сигурен дека се ваши!
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Igor Zdravkovski
Igor Zdravkovski@MMZdravkovski·
Денес е ден на Европа 🇪🇺 За неколку месеци направен пустош од крадење на детското игралиште кај Костурница Велес. Денес 90% од гумираните плочки кои се за заштита од пад на малите дечиња се украдени и веројатно се поплочени по дворови и викендици 😡 Далеку сме од Европа другари!
Igor Zdravkovski tweet media
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YodaStocks
YodaStocks@YodaStockInvest·
@TheStockUp_ dilution matters but not enough to discredit all their progress lol
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YodaStocks
YodaStocks@YodaStockInvest·
$SOFI five years ago vs today: $16 shareprice 🆚$16 shareprice 1.5M members 🆚14.7M members Unprofitable 🆚Profitable ‘BUT DILUTION’ SHUT UP. CEO keeps buying himself.
YodaStocks tweet media
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EO_Farmer
EO_Farmer@EO_Farmer·
🚨🚨SoFi offers buy 1 get 1 free🚨🚨 Thanks to Jane St and Citadel, $SoFi stock officially rolls out a 🔥 sale you can't pass up. 2 shares for the price of 1!! $32---->$16 Added a few hundred shares today, anyone else bTd??
EO_Farmer tweet media
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Kenny Zufall
Kenny Zufall@KennyZufall·
Third times the charm? Reminder: @anthonynoto has consistently bought bottoms of trends for the past 4 years. 77% of his networth is tied into $SOFI, follow @antibearthesis who plans to do a post about it at some point. Most consistent CEO I know of supporting the shares on the public market despite his already considerable ties into $SOFI's networth and signaling to the market when it's undervalued
Noah@antibearthesis

🚨 JUST IN: $SOFI CEO ANTHONY NOTO JUST BOUGHT ANOTHER $250,000 OF SOFI STOCK. HE ALREADY BOUGHT $1.5 MILLION WORTH OF SHARES IN MARCH. INSIDERS SELL FOR MANY REASONS. THEY ONLY BUY FOR ONE.

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The Stock Up
The Stock Up@TheStockUp_·
@ColesTrades CEOs don’t buy $1.75 million of their own stock in a single year to watch it sit at $15. Noto knows exactly what the platform is worth and he’s loading up while retail hesitates. $32 is just the beginning of the re-rate. 🎯
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Cole’s Trades
Cole’s Trades@ColesTrades·
$SOFI CEO ANTHONY NOTO JUST BOUGHT ANOTHER $250,000 OF SOFI STOCK HE ALREADY LOADED UP IN MARCH AND HES NOW DOUBLING DOWN INSTITUTIONS ARE BUYING THE STOCK WILL RECOVER TO $32
Cole’s Trades tweet media
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Caesar Capital
Caesar Capital@CaesarCapitalz·
$SOFI CEO Anthony Noto bought 15,878 more shares at $15.73 for ~$250,000 👀
Caesar Capital tweet media
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Don't Care
Don't Care@beachbearchill·
@Nagasakiakiaki Ствано, како на криво ги наредиле столбчињата
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Вентор
Вентор@Nagasakiakiaki·
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Daniel
Daniel@DanielMCharter·
@growthrapidly But did you see they raised their total shares outstanding by 19 Billion?
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Joel
Joel@growthrapidly·
$SOFI might be one of the most hated stocks in the market right now. Here’s a company that just grew revenue 41%, doubled EPS, added customers at a record pace, and became more profitable. And still the stock is trading at $15, because they didn’t raise expectations!? Make it make sense.
Joel tweet media
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CG Investing
CG Investing@CGInvesting10·
Markets broke through all-time highs today and $SOFI is still lagging behind When will this end for $SOFI 😭
CG Investing tweet media
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Don't Care
Don't Care@beachbearchill·
@TheStockerMan @TheStockUp_ You can't keep up with the compounding... Your eps growth is 100%... but you dilution is 300%, its a simple math. 1600% dilution in 5y. Why is so hard for people to understand and they are wondering but why is not growing sp is growing , why not sofi...
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Stocker-Man
Stocker-Man@TheStockerMan·
Dilution is definitely the biggest pushback on $SOFI, absolutely agree with you... But dilution alone doesn’t tell the full story. Members, revenue, deposits, EBITDA, EPS, and profitability have all scaled massively. So yes, share count matters. But if $SOFI keeps compounding fundamentals and EPS grows, the dilution concern becomes less damaging over time.
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Stocker-Man
Stocker-Man@TheStockerMan·
$SOFI at $15 is where long term investors get rewarded for ignoring the noise. People were buying this stock aggressively at $25-$30 when the fundamentals were much weaker than they are today. Now look at the business: Revenue has exploded from roughly $1B a few years ago to a company now guiding for around $4.6B in 2026 revenue. Members went from ~3M to nearly 14M. The company is now consistently GAAP profitable. Adjusted EBITDA keeps scaling. Financial Services and Tech Platform are becoming a much larger part of the business mix, which matters because those segments are higher margin and less cyclical than pure lending. Last quarter was another example of the market completely overreacting. $SOFI reported: - 41% YoY revenue growth - accelerating growth vs Q4 - strong lending net interest income (~$690M) - continued member growth - improving operating leverage So why did the stock sell off? Because they didn’t raise full-year guidance. But management literally explained why: Their original outlook assumed multiple rate cuts in 2026. Now they expect none… and despite that macro headwind they STILL maintained the same guidance. Anthony Noto continues to execute quarter after quarter while expanding the ecosystem: Banking Investing Loans Credit cards Insurance Payments Enterprise infrastructure through Galileo/Technisys Now even stablecoin and 24/7 settlement infrastructure discussions are entering the picture. It’s becoming a full financial ecosystem. And the biggest thing people continue to underestimate: The operating leverage. As more members join the platform, $SOFI can cross-sell products at extremely low acquisition cost. That’s why products per member keep climbing and why margins can expand hard over the next few years. The market keeps valuing $SOFI like a fragile lender when it’s increasingly becoming a scaled digital financial platform. At $15, risk/reward looks extremely attractive if management keeps executing like they have been.
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