Letters by company

SoFi Technologies, Inc.

1 letter discussing SOFI. Everything written about it on this site is on its ticker page.

Patient Capital Management 4Q24 Portfolio Activity and Attribution Patient Opportunity Equity Strategy added Precigen preferreds and warrants and a Bitcoin fund, while exiting Fiserv, PureTech Health, Travel & Leisure and Western Alliance. The strategy added to healthcare and energy laggards, arguing that Coinbase, SoFi and travel holdings retain structural growth drivers. 4Q24 COIN $47BCROX $5.8BCVS $125B