Budget Capital

Early $SOFI Investor

[Budget Capital @BudgetCapital]

@EO_Farmer @ArcheValuesX @kylewhitegoat @TegridyBanks @FocusNotice his feed is that of a fallen soldier but I suspect he will rise again

[Budget Capital @BudgetCapital]

@leevalueroach really like nothing you're saying is true here other than the rates... we also already went through this in early '23. regarding inflation, check out steve fiorillo's site, it's great — https://t.co/4KKZpROJYV

[Budget Capital @BudgetCapital]

@EO_Farmer @ArcheValuesX @kylewhitegoat @TegridyBanks don't forget to pour one out for sofi weekly's creator @FocusNotice

[Budget Capital @BudgetCapital]

@Tim_Sweeney_TAR @Kenmegan44 why does this not concern you? I might have the best cost basis on here, but I've never been more frustrated. (Agreed that this dip has been the hardest to stomach by far.)

[Budget Capital @BudgetCapital]

@Futurenvesting yooooooooo

[Budget Capital @BudgetCapital]

@xenomecha @BoerseInfo2 IPO high is 28.26 and low is 4.24. That extension should get you $43.10, no?

[Budget Capital @BudgetCapital]

@Errecck Your last few sofi calls have been strong. How do you feel about the setup today?

[Budget Capital @BudgetCapital]

@SixSigmaCapital bad comparison but also not even true? ARKK is up 4.0x since inception (10/30/14), SPY up 3.87x over same period with 12 years of dividends on top of it (a boost of approx 22%)

[Budget Capital @BudgetCapital]

@dirtcheapbanks great 👌

[Budget Capital @BudgetCapital]

@onlylongshares @insiderinvests here you go: https://t.co/sLw7dsRNsG

[Budget Capital @BudgetCapital]

@Tim_Sweeney_TAR @marketswithmay Right, that makes sense. Thanks.

[Budget Capital @BudgetCapital]

@marketswithmay Seems like yes? @Tim_Sweeney_TAR

[Budget Capital @BudgetCapital]

@marketswithmay Isn’t it true that they can’t buy back the 2029 convert until March 15 at the earliest?

[Budget Capital @BudgetCapital]

@Tim_Sweeney_TAR Also do you think there is a likelihood they would do a new convert here? Seems like there's no good reason to do that.

[Budget Capital @BudgetCapital]

@Tim_Sweeney_TAR OK, I get all that, but if they pay in cash, do you think that will result in shorting and hedging currently in place to be removed?

[Budget Capital @BudgetCapital]

@StockMarketNerd always assumed they just don't like doing earning calls, so they read for a while and use it to fill up time, then cut the call before it's too "long."

[Budget Capital @BudgetCapital]

@insiderinvests this one actually might be true