Data Driven Investing
Data Driven InvestingOpinions are noise, data are evidence. Father of 5, husband, engineer, and equities analysis. Not financial advice.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 68 | Subscribers | Read | datadinvesting.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Crystal Ball Quarter: I Predicted (Almost) Everything Right in SoFi's Q3
I have never had a quarter where my predictions were so close to reality. With the exception of my prediction for new members, which we’ll discuss below, the difference between what I projected and what actually happened was extremely tight...
SoFi Q3 Preview: Why Wall Street's $888M Estimate is Wildly Low
SoFi will report their Q3 2025 earnings on October 28. I am very confident they will, once again, post a triple beat by reporting more revenue and EPS than Wall Street expects and raising guidance. Last quarter they posted massive revenue g...
2026 Bearish, Bullish, and DDI Growth and Margin Assumptions
This is my first ever paid-only article.
Forget Third Gear: SoFi is Accelerating Ahead of its 2026 Guidance
In their Q4 2023 earnings, SoFi announced their very first GAAP profitable quarter. That was fully expected, but SoFi caught everyone off guard by giving medium-term EPS guidance of $0.55-$0.80 for 2026. In June 2024, I laid out a path for ...
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Authors
The writers behind this newsletter.
I enjoy analyzing stocks and writing about investing, attempting to make decisions based on data and evidence.
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