SoFi's Big Rally (+90% in the last 6 months)

SoFi Technologies (SOFI) shares are unsurprisingly up significantly post-election considering the new White House and Congress will be less friendly to the idea of student loan forgiveness (SoFi private loans didn’t qualify), but also as the company announced record beating quarterly performance at the end of October.

Lending (mainly personal loans) remains the biggest segment (larger than the other two, technology and financial services), it continues to grow at a healthy clip (as SoFi brings on new loans) and net interest margins remains healthy too (as does bottom line net income, now positive for four quarters in a row).

However, short interest remains elevated, and the shares trade at over 100 times earnings (nose-bleed section!). We believe the incoming White House will be friendly to financial sector companies in general, but SoFi seems a bit overextended (a lot of hype).

Our average entry price was $7.04 and we are now in the low $13’s. We love the company long-term, but also recognize many others love it too and this appears to have dragged the share price a bit ahead of the business, to put it nicely.

We are considering taking profits here (and/or in the near future). Stay tuned.