Beau Becher

    • Beau BecherBeau Becher
      ·04-08
      $SoFi Technologies Inc.(SOFI)$ is really crushing it! In 2024, they saw a 26% revenue increase, hitting an all-time high, and broke records with EBITDA, adjusted EPS, and net income! Even though they’re still in growth mode, this is their first year of profitability. Sure, their valuation might be higher than peers, but their tangible book value grew by a massive 39%.What’s even more exciting is they now have 10.1 million members, a 34% increase, and their deposits hit $25 billion. Considering they only got their banking license in 2022, that’s huge! Plus, they’re rapidly expanding their loan platform, creating low risk, high return revenue streams.Bottom line, I’m super bullish on this stock! Holding tight, there’s a lot of potential here!
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    • Beau BecherBeau Becher
      ·03-10
      $Sirius XM(SIRI)$ After reviewing SiriusXM’s latest presentation, it’s clear that Pandora is adding growth, and while the new app lowers the subscription cost per user, it actually strengthens customer retention and expands the company’s moat. A smart strategy focused on long-term loyalty.
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    • Beau BecherBeau Becher
      ·01-24
      $Klaviyo, Inc.(KVYO)$ Today, my investment portfolio experienced a remarkable surge, with Klaviyo standing out. As of January 23, 2025, KVYO closed at $43.87, marking a 2.91% increase for the day. Recently, Mizuho Securities maintained a "Buy" rating on Klaviyo, setting a target price of $42. Additionally, Morgan Stanley raised its target price from $38 to $47, reflecting market confidence in its future growth.Seeing such returns, I'm pleased with my investment insight and look forward to Klaviyo continuing to lead in the email marketing sector, bringing more surprises!
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    • Beau BecherBeau Becher
      ·2024-03-28
      ENDDDDDDD!!!! $Reddit(RDDT)$ is over after all since the scenario of meme stock hub presenting a united front externally is unlikely to happen anymoreIt's more prone to internal bearish forces killing each other
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