Investment Q&A

• Affirm Holdings Inc. (AFRM $65.97)
  • $65.97 P/E (TTM): 56.72X Cap: $22.62B
  • View AFRM Profile
  • View Questions on AFRM
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Watching these two companies putting in new 52 week lows today. I know that the financial sector is out of favour but when I consider the growth rate of these two names I am wanting to purchase them. AFRM just stated it will exceed 3rd quarter and y/e outlooks. Could you give update and thoughts on these. Relative to growth are they expensive?

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Read Answer Asked by Harry on March 15, 2022

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
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Q: Can you provide your view on SOFIs earnings. Cash flow. Future growth. Potential. Do you like it, would you buy at these prices?

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Read Answer Asked by Chris on March 03, 2022

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: What are the prospects of SOFI Technologies for a long time hold.

Thanks

Thomas

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Read Answer Asked by Thomas on February 28, 2022

• PayPal Holdings Inc. (PYPL $44.96)
  • $44.96 P/E (TTM): 8.49X Cap: $39.72B
  • View PYPL Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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• Upstart Holdings Inc. (UPST $28.69)
  • $28.69 P/E (TTM): 71.03X Cap: $2.84B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $65.97)
  • $65.97 P/E (TTM): 56.72X Cap: $22.62B
  • View AFRM Profile
  • View Questions on AFRM
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Hello 5I, looking at potentially adding a fintech stock to round up my portfolio. With that said which do you think has the most upside but is a decent company? Please add other options if i missed some names. Thanks

Upvote 0

Read Answer Asked by Tyler on February 10, 2022

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI
• Defiance Digital Revolution ETF (NFTZ)
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Q: I'm considering converting converting some C$ to US$ and picking up one or both of these. Any thoughts on which may perform better for a 12 month timeline ?

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Read Answer Asked by Ric on January 27, 2022

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Your thought on buying this for a long term hold. Thanks!

Upvote 0

Read Answer Asked by Nhung on January 21, 2022

• goeasy Ltd. (GSY $27.82)
  • $27.82 P/E (TTM): 2.14X Cap: $473M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Affirm Holdings Inc. (AFRM $65.97)
  • $65.97 P/E (TTM): 56.72X Cap: $22.62B
  • View AFRM Profile
  • View Questions on AFRM
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Please rank the above securities in terms of compelling buys at today’s price.
If SOFI and AFRM are already owned, is buying into GSY too redundant, or complementary ?

Thank you

Upvote 0

Read Answer Asked by Karim on December 08, 2021

• PayPal Holdings Inc. (PYPL $44.96)
  • $44.96 P/E (TTM): 8.49X Cap: $39.72B
  • View PYPL Profile
  • View Questions on PYPL
• Fidelity National Information Services Inc. (FIS $42.54)
  • $42.54 P/E (TTM): 8.26X Cap: $21.61B
  • View FIS Profile
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• Mastercard Incorporated (MA $498.15)
  • $498.15 P/E (TTM): 28.39X Cap: $432.90B
  • View MA Profile
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• Visa Inc. (V $327.49)
  • $327.49 P/E (TTM): 30.08X Cap: $611B
  • View V Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Global Payments Inc. (GPN $67.94)
  • $67.94 Cap: $18.41B
  • View GPN Profile
  • View Questions on GPN
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.06)
  • $12.06 Cap: $1.69B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Shift4 Payments Inc. Class A (FOUR $42.14)
  • $42.14 P/E (TTM): 81.9X Cap: $3.33B
  • View FOUR Profile
  • View Questions on FOUR
• Upstart Holdings Inc. (UPST $28.69)
  • $28.69 P/E (TTM): 71.03X Cap: $2.84B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $65.97)
  • $65.97 P/E (TTM): 56.72X Cap: $22.62B
  • View AFRM Profile
  • View Questions on AFRM
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: I'm interested in the payments/financial services sector...

1. Please rate/rank the following: 1 through 10 if you had new money to deploy in this sector...
- I understand not all the same...
- If any new ideas/companies, please list as well...


2. Who do you think will win the Grey Cup ? Are you doing odds and taking bets with 5i ?? - Sports-book Division in the future ??

Thanks,
Have a good week!

Upvote 0

Read Answer Asked by michael on December 08, 2021

• Affirm Holdings Inc. (AFRM $65.97)
  • $65.97 P/E (TTM): 56.72X Cap: $22.62B
  • View AFRM Profile
  • View Questions on AFRM
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: I am debating which one of these to purchase, both are growing fast, neither are profitable. I am looking for a 5 year + investment. How would you compare these, what merits stand out for you?

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Read Answer Asked by Harry on December 06, 2021

• goeasy Ltd. (GSY $27.82)
  • $27.82 P/E (TTM): 2.14X Cap: $473M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Could you compare SOFI to the business model, target market and customers of GSY. Are they in the same space, compeditours? Differences vs similarities?

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Read Answer Asked by Harry on November 15, 2021

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: I am interested in Sofi Technology which is in the fintech space. It is a new IPO. Would it make a good investment?
Thanks

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Read Answer Asked by Joanne on November 15, 2021

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Hi, Could you please comment on SOFI results and forward guidance ? Thank you

Upvote 0

Read Answer Asked by Luc on November 11, 2021

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Could you provide your thoughts on this company?

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Read Answer Asked by Jeff on October 28, 2021

• Absolute Software Corporation (ABST $15.20)
  • View ABST Profile
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  • View Reports on ABST
• Upstart Holdings Inc. (UPST $28.69)
  • $28.69 P/E (TTM): 71.03X Cap: $2.84B
  • View UPST Profile
  • View Questions on UPST
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Hello, I bought ABST around March this year when it was around $18.35. Now it is down around 23%. I am considering selling it, and taking the loss. Then transfer the money to a US trading account and putting the money into either UPST or SOFI. I am thinking these have better growth potential over. Do you concur? Which between UPST or SOFI has the most upside?

Upvote 0

Read Answer Asked by Chris on October 21, 2021

• Green Dot Corporation Class A $0.001 par value (GDOT $12.76)
  • $12.76 Cap: $701M
  • View GDOT Profile
  • View Questions on GDOT
• Upstart Holdings Inc. (UPST $28.69)
  • $28.69 P/E (TTM): 71.03X Cap: $2.84B
  • View UPST Profile
  • View Questions on UPST
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI
• Flywire Corporation (FLYW $16.12)
  • $16.12 P/E (TTM): 65.96X Cap: $1.92B
  • View FLYW Profile
  • View Questions on FLYW
• Marqeta Inc. (MQ $3.87)
  • $3.87 Cap: $1.64B
  • View MQ Profile
  • View Questions on MQ

Q: What small cap companies do you like in Fintech?

Upvote 1

Read Answer Asked by Jeff on September 14, 2021

• Green Dot Corporation Class A $0.001 par value (GDOT $12.76)
  • $12.76 Cap: $701M
  • View GDOT Profile
  • View Questions on GDOT
• Upstart Holdings Inc. (UPST $28.69)
  • $28.69 P/E (TTM): 71.03X Cap: $2.84B
  • View UPST Profile
  • View Questions on UPST
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI
• Flywire Corporation (FLYW $16.12)
  • $16.12 P/E (TTM): 65.96X Cap: $1.92B
  • View FLYW Profile
  • View Questions on FLYW
• Marqeta Inc. (MQ $3.87)
  • $3.87 Cap: $1.64B
  • View MQ Profile
  • View Questions on MQ

Q: looking for a fintech growth company with a 1-2 yr investment horizon. Could you pls comment on each.

Upvote 0

Read Answer Asked by Howie on September 08, 2021

• Upstart Holdings Inc. (UPST $28.69)
  • $28.69 P/E (TTM): 71.03X Cap: $2.84B
  • View UPST Profile
  • View Questions on UPST
• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Hi, Could you please comment on Sofi earnings. At this level do you prefer Upstart or Sofi ? thank you

Upvote 0

Read Answer Asked by francis on August 13, 2021

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: Please comments on the outlook of this company. I have high-risk tolerance and always look for long-term potential. Thank you for your great service.

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Read Answer Asked by David on July 08, 2021

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: The company website shows them having over 1300 employees, but your profile for the company shows 4. I have noticed this discrepancy for other company profiles visa vie company websites. What am I missing here? thx

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Read Answer Asked by Lionel on June 03, 2021

• SoFi Technologies Inc. (SOFI $15.65)
  • $15.65 P/E (TTM): 34.8X Cap: $20.54B
  • View SOFI Profile
  • View Questions on SOFI

Q: What are your thought about this company and its valuation, potential and risk?

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Read Answer Asked by Mike on June 02, 2021