11Mon·

#fintech - I found a nice overview here

Neobanking is forecast to grow at a compound annual growth rate of around 55% to $2 trillion by 2030 - Let's take a look at where fintech stocks stand based on 2025 metrics

Who do you favor? ☺️

$NU (+1.04%)
$COIN (+5.46%)
$FOUR
$HOOD (+5.09%)
$DLO
$TOST (+3.13%)
$PYPL (+1.71%)
$BILL (+0.33%)
$ADYEY (+2.37%)
$SQ (+3.03%)
$SOFI (+5.64%)
$PGY
$ML
$AFRM (+6.87%)
$UPST (+7.21%)

$SOFI (+5.64%) - Company presentation and personal opinion:

https://getqu.in/M3ToeR/

24 Comments

Dirty30@Dirty30

11Mon

Gosh, half of my portfolio is listed here 😂

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BamBamInvest@BamBamInvest

11Mon

@Dirty30 is also a very interesting area 😂 There is still some catch-up potential. 👍

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Dirty30@Dirty30

11Mon

@BamBamInvest in any case. I even indirectly still have MercadoPago for Central and South America. The division already generates almost 4 billion in sales.

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Enrique@Dividenden_Monteur

11Mon

I just had a look at Toast this week.
The chart performance since the IPO looks scary, but the business model sounds interesting 🤓

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BamBamInvest@BamBamInvest

11Mon

@Der_Dividenden_Monteur Many of these charts look scary 😂 This is mostly due to the IPO after corona ☺️ However, some of these companies are still growing strongly and are becoming profitable, or have just become so.

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Tenbagger2024@Tenbagger2024

11Mon

Perhaps this overview also shows that the air is getting thinner and thinner for PayPal and that more and more new competitors are appearing in the sector.

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BamBamInvest@BamBamInvest

11Mon

@Tenbagger2024 I agree, that's why I'm not invested in $PYPL ✌️

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Olli@Olli68

11Mon

$NU

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Tenbagger2024@Tenbagger2024

11Mon

An alternative would be the long-running FICO
$FICO

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BamBamInvest@BamBamInvest

11Mon

@Tenbagger2024 I'll have to take a look, it's already gone very well. 👍

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Tenbagger2024@Tenbagger2024

11Mon

@BamBamInvest
But the share only knows one direction.
And there is further growth.
The return on sales is really great.

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BamBamInvest@BamBamInvest

11Mon

@Tenbagger2024 I see it ☺️, but I tend to buy growth stocks that are falling and where I think the market is overlooking something or selling off out of panic, as I did with $HIMS or $SOFI, in order to find a good entry point. I don't chase after any stock, even if that means that I might not find an entry point at all. There are always good opportunities where I think the market is reacting irrationally and opportunities arise.

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Tenbagger2024@Tenbagger2024

11Mon

Of course, that also harbors risks.
But you're right, Sofi should actually rise, as should ayden, if I look at the companies on the chart, NU Holding is doing quite well.
But that's probably also due to the fact that Buffet got in here and there was news about an entry into telecommunications.

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BamBamInvest@BamBamInvest

11Mon

@Tenbagger2024 Absolutely right, but as long as the figures continue to fit and do not show anything to the contrary, I will continue to hold on to my investments, even if I may have to wait a little longer. If the recession risk continues to rise, I would have no problem realizing losses, although I will probably still hold and continue to accumulate.

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BamBamInvest@BamBamInvest

11Mon

@Tenbagger2024 apart from that, e.g. $ML , $TOST $HOOD are all Galileo customers of $SOFI

I think that Galileo alone will eventually be worth as much as $SOFI is now.

https://www.galileo-ft.com/clients/

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Deleted User

11Mon

Comment was deleted

Memo0606@Memo0606

11Mon

@Michael-official yes, i think so too
do you still have such companies in mind?

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BamBamInvest@BamBamInvest

11Mon

@Michael-official I cannot speak against it, I have not yet found my entry point. However, due to the valuation, the potential and the share price performance, I am not very surprised in the
Team $SOFI ✌️😉

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BamBamInvest@BamBamInvest

11Mon

@Memo0606 I think you will find some companies with a lot of potential and growth in this list, at least in this area.

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Finn@Invest-Young

11Mon

@Michael-official what really? Your target price is not one cent? That surprises me now

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Mark777@Mark777

4Mon

@Michael-official $NU is overvalued, the question is whether they can satisfy investors

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BamBamInvest@BamBamInvest

4Mon

@Mark777 This is probably debatable, but with the current key figures and if you look purely at the company's key figures due to its growth, it is probably not ✌️

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Deleted User

11Mon

Comment was deleted

BamBamInvest@BamBamInvest

11Mon

@HimiKimi To be honest, I have not yet been able to deal with all the companies on this list.

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