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Upstart’s price action has been ugly. I own a large stake. My thoughts?

Growth is lofty & estimates are rising.

Margins are excellent & expanding.

Optionality with auto/business/micro/home loans isn’t factored into guidance. Pure upside.

32 partners vs 10 in 2020. These partners continue to drop the FICO minimums they’ve used for decades in favor of Upstart’s algorithms.

& it trades for 55X forward EPS estimates that it’ll likely beat.

The company is thriving. Not worried about the stock.

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