SOFI NEW HIGHS INCOMING? | BTLG WKLY

[@terencelim9889]

Any chance time-stamps can be introduced in your future podcast replays? Cheers!

[@Funofinvesting]

Ill try my best, its tough because we just riff

[@sagig72]

Guys, great show! I joined late, was driving so couldn't text. I have asked this question once or twice before, and it may come across as "feisty" or "argumentative", but that's not at all the intention. Can you think of any reason to invest in SOFI today over HIMS (at today's prices)? The only reason I can see is Noto himself where perhaps folks can say he is or can be better than Dudum, and even that I'm not sure I'll agree with. But on all metrics, such as TAM, innovation, growth of all metrics, and especially on valuation, I cant see it. Point being: while it seems HIMS is riskier, it actually isn't. Funnily out of all stocks you mentioned the only one I can see someone investing over HIMS is PLTR (despite the nutty price, and only for that it has a very serious moat). I'll appreciate your thoughts. Truly. Thanks guys!

[@sagig72]

I'll say this: The health market with all its regulations and lawsuits can also be a risk for HIMS, that honestly if larger than that risk for SOFI, but then again, the valuation, especially on future growth is so cheap to ignore ...

[@Funofinvesting]

Some people probably dont like the volatility in HIMS. But im personally adding to HIMS at these levels way more than SOFI - its a personal decision for everyone i guess.

[@sagig72]

@@Funofinvesting Same here. Thanks much for taking the time to reply Tevis.

[@pbhakta80]

I BOUGHT A TON OF SOFI SHARES TODAY

[@Funofinvesting]

You're probably happy right now ahah

[@clausewitz083]

Stop promoting HIMS stock man. It’s a garbage stock people gonna lose big money. All people needed to do before was buy Sofi and hold.

[@Funofinvesting]

Just look at their fundamentals man.