エピソード

  • Cardlytics ($CDLX): Q2 2023 Earnings
    2023/08/09
    Discussions on Q2 results, improved liquidity position, free cash flow positive, new user experience, new potential banks, new offer constructs, new hires, lower billing share, and more.For all my notes on CDLX, check out my CDLX Research Notes: https://swany407.substack.com/p/cdlx-research-notes-updatesFor more information related to this video:
    • $CDLX Write-up: https://swany407.substack.com/p/q2-2023
    • Market Cap as of 8.9.2023: ~$13.70 / Share x 37.7 Shares ~ $516M Market Cap.
    Investment Material:
    • Website: http://swany407.com
    • Twitter: https://twitter.com/Swany407/
    • Write-ups: https://swany407.substack.com/
    • Research Notes: https://swany407.substack.com/p/all-research-notes
    • Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
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    1 時間
  • Cardlytics ($CDLX): Chase Launches the New User Experience
    2023/03/17
    Confirmation of Chase on the new ad server. Unlocks new UI, new offer constructs, new ad budgets, and more. For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:
    • $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes
    • $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes
    For more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notes For more information related to this video:
    • $CDLX Write-up: https://swany407.substack.com/p/chase-launches-new-user-experience
    • Market Cap as of 3.17.2023: ~$3.20 / Share x 33.6M Shares ~ $108M Market Cap.
    Investment Material:
    • Website: http://swany407.com
    • Twitter: https://twitter.com/Swany407/
    • Write-ups: https://swany407.substack.com/
    • Research Notes: https://swany407.substack.com/p/all-research-notes
    Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
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    21 分
  • Cardlytics ($CDLX): Updates on Investment Prospects, Liquidity, and Bridg Earnouts
    2022/12/23

    Why CDLX continues to be one of the most attractive investments, and the current misconceptions related to liquidity / dilution / Bridg earnouts.

    For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:

    • $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes

    • $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes

    • For more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notes

    For more information related to this video:

    • $CDLX Write-up: https://swany407.substack.com/p/updated-investment-prospects

    • Market Cap as of 12.22.2022: ~$4.74 Share x 33.2M Shares ~ $157M Market Cap.

    Investment Material:

    • Website: http://swany407.com

    • Twitter: https://twitter.com/Swany407/

    • Write-ups: https://swany407.substack.com/

    • Research Notes: https://swany407.substack.com/p/all-research-notes

    Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)

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    1 時間 33 分
  • Cardlytics ($CDLX): Clues of Chase's Intentions with Figg
    2022/09/29

    New Chase platform, statements by Chase to CDLX, Figg's tech and capabilities, related job openings at Figg, matching timelines, comments by employees, and much more.

    For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:

    • $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes

    • $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes

    • For more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notes

    For more information related to this video:

    • $CDLX Write-up: https://swany407.substack.com/p/chase-figg-intentions

    • Market Cap as of 9.29.2022: ~$9.81 Share x 32.9M Shares ~ $323M Market Cap.

    Investment Material:

    • Website: http://swany407.com

    • Twitter: https://twitter.com/Swany407/

    • Write-ups: https://swany407.substack.com/

    • Research Notes: https://www.swany407.com/research-notes

    • Investing Checklist: https://www.swany407.com/investingchecklist

    • Courses: https://www.swany407.com/courses

    • Screener : https://www.swany407.com/finviz

    Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.

    Austin Swanson (Swany407)

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    1 時間 23 分
  • Cardlytics $CDLX: Chase Updates (Related to Figg and the New Ad Server)
    2022/09/21

    Summary of findings related to Chase moving / in-progress of migrating to CDLX’s new AWS ad server.

    For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:

    • $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes

    • $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes

    • For more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notes

    For more information related to this video:

    • $CDLX Write-up: https://swany407.substack.com/p/chase-updates-2022

    • Market Cap as of 9.21.2022: ~$11.5/Share x 32.9M Shares ~ $378M Market Cap.

    Investment Material:

    • Website: http://swany407.com

    • Twitter: https://twitter.com/Swany407/

    • Write-ups: https://swany407.substack.com/

    • Research Notes: https://www.swany407.com/research-notes

    • Investing Checklist: https://www.swany407.com/investingchecklist

    • Courses: https://www.swany407.com/courses

    • Screener : https://www.swany407.com/finviz

    • Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.

    • Austin Swanson (Swany407)

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    1 時間 1 分
  • Cardlytics $CDLX: Similarities to a 100 Bagger
    2022/09/15

    Why Cardlytics is currently in a similar situation to when Buffett and Munger invested into the Washington Post, which became a 100x investment.

    For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:

    • $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes

    • $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes

    • For more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notes

    For more information related to this video:

    • $CDLX Write-up: https://swany407.substack.com/p/100bagger

    • Market Cap as of 9.15.2022: ~$12.3/Share x 32.9M Shares ~ $405M Market Cap.

    Investment Material:

    • Website: http://swany407.com

    • Twitter: https://twitter.com/Swany407/

    • Write-ups: https://swany407.substack.com/

    • Research Notes: https://www.swany407.com/research-notes

    • Investing Checklist: https://www.swany407.com/investingchecklist

    • Courses: https://www.swany407.com/courses

    • Screener : https://www.swany407.com/finviz

    Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)

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    51 分
  • Cardlytics $CDLX: CDLX 2.0 (Chase Acquiring Figg, New CEO, New Banks, BofA Renewal, 22Q2 Earnings, and more)
    2022/08/11

    Since my last Cardlytics update, there have been a significant number of changes with the company, leading to CDLX approaching an inflection point with significant cash flow in the near future.

    In this post, I will go discuss the following CDLX updates:

    1. Chase Acquiring Figg (with updated expected value calculations with dilution)

    2. New CEO (Karim Temsamani)

    3. New Banks / Neobanks (including AmEx)

    4. BofA Renewal

    5. The Marquee Dosh Partner

    6. Bridg

    7. Results (CF and cost savings, activation rates, 10-15% guide)

    For all my notes on CDLX, including where I address additional pieces of the short thesis not discussed here, check out my Qualitative and Quantitative “Research Notes”:

    • $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes

    • $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes

    • For more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notes

    For more information related to this video:

    • $CDLX Write-up: https://swany407.substack.com/p/q2-2022

    • Market Cap as of 8.11.2022: ~$16/Share x 32.9M Shares ~ $525M Market Cap.

    Investment Material:

    • Website: http://swany407.com

    • Twitter: https://twitter.com/Swany407/

    • Write-ups: https://swany407.substack.com/

    • Research Notes: https://www.swany407.com/research-notes

    • Investing Checklist: https://www.swany407.com/investingchecklist

    • Courses: https://www.swany407.com/courses

    • Screener : https://www.swany407.com/finviz

    Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.

    Austin Swanson (Swany407)

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    1 時間 11 分
  • Cardlytics $CDLX: Current Price Decline, Short Thesis, and Q1 2022 Earnings
    2022/05/09

    Discussions on the Price Decline, Short Thesis, BofA, Cloud, Bank Improvements, More Spend by Banks, Solving the Attribution Problem, CDLX Insights, Self-Service Update and Scalability, Dosh, and more

    For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:

    • $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes

    • $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes

    • For more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notes

    For more information related to this video:

    • $CDLX Write-up: https://swany407.substack.com/p/q1-2022

    • Market Cap as of 5.8.2022: $31.24/Share x 34.1M Shares ~ $1.1B Market Cap.

    Investment Material:

    • Website: http://swany407.com

    • Twitter: https://twitter.com/Swany407/

    • Write-ups: https://swany407.substack.com/

    • Research Notes: https://www.swany407.com/research-notes

    • Investing Checklist: https://www.swany407.com/investingchecklist

    • Courses: https://www.swany407.com/courses

    • Screener : https://www.swany407.com/finviz Investment Courses

    • Analyzing Stocks & Businesses: https://swany407.teachable.com/p/analyze

    • Follow, Sleuth, Scuttlebutt, and Investigate Investments: https://swany407.teachable.com/p/follow

    • Property Management: https://swany407.teachable.com/p/property-management

    • Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)

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    1 時間 46 分