Swany407's Investment Podcast

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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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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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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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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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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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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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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:

Chase Acquiring Figg (with updated expected value calculations with dilution)
New CEO (Karim Temsamani)
New Banks / Neobanks (including AmEx)
BofA Renewal
The Marquee Dosh Partner
Bridg
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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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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Open Banking has the potential to generate significant cash flow for Cardlytics with an extremely long runway. Better yet, it is completely ignored by most investors.

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/open-banking
Market Cap as of 4.6.2022: $51/Share x 33.7M Shares ~ $1.7B 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
For a limited time, use coupon code "YouTube" for $407 off

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.

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Discussions on the Entertainment Acquisition, Ad Agencies, Bridg, Neobanks/Fintechs, Open Banking, BofA, New Ad Server and Q4 and Full Year 2021 Numbers.

Market Cap as of 3.11.2022: $49/Share x 33.7M Shares ~ $1.7B Market Cap.

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

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

$CDLX Write-up: https://swany407.substack.com/p/q4-2021

Investment Material:

Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Apple Podcasts: https://apple.co/3uYyER6
Spotify Podcasts: https://spoti.fi/3uYAqBQ
Write-ups: https://swany407.substack.com/
Research Notes: https://www.swany407.com/research-notes
Checklist: https://www.swany407.com/investingchecklist
Courses: https://swany407.teachable.com/courses
Books: https://www.swany407.com/books
Screener : https://www.swany407.com/finviz
Consulting: https://www.swany407.com/consulting
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.

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Discussions on the benefits of the new self-service for banks, and why Chase may already be using it and have the new ad server. Plus some predictions on Q4 earnings announcements.

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

$CDLX Qualitative Notes: https://swany407.substack.com/p/cdlx-qual-research-notes
$CDLX Quantitative Notes: https://swany407.substack.com/p/cdlx-quant-research-notes
For more general information on Research Notes, see here.

$CDLX Write-up: https://swany407.substack.com/p/self-service-for-banks

Market Cap as of 3.1.2022: $58/Share x 33.1M Shares ~ $1.9B Market Cap.

Investment Material:

Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Apple Podcasts: https://apple.co/3uYyER6
Spotify Podcasts: https://spoti.fi/3uYAqBQ
Write-ups: https://swany407.substack.com/
Research Notes: https://www.swany407.com/research-notes
Checklist: https://www.swany407.com/investingchecklist
Courses: https://swany407.teachable.com/courses
Books: https://www.swany407.com/books
Screener : https://www.swany407.com/finviz
Consulting: https://www.swany407.com/consulting

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.

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

$CDLX Qualitative Notes: https://swany407.substack.com/p/cdlx-qual-research-notes
$CDLX Quantitative Notes: https://swany407.substack.com/p/cdlx-quant-research-notes
Link for 15% off until March 3: https://swany407.substack.com/subscribe?coupon=96116943

$CDLX Write-up Discussing This Post: https://swany407.substack.com/p/cdlx-research-notes

Market Cap as of 2.22.2022: ~ $2.0B Market Cap.

Investment Material:

Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Apple Podcasts: https://apple.co/3uYyER6
Spotify Podcasts: https://spoti.fi/3uYAqBQ
Write-ups: https://swany407.substack.com/
Research Notes: https://www.swany407.com/research-notes
Checklist: https://www.swany407.com/investingchecklist
Courses: https://swany407.teachable.com/courses
Books: https://www.swany407.com/books
Screener : https://www.swany407.com/finviz
Consulting: https://www.swany407.com/consulting

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.

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My car buying experiencing after ordering two different vehicles with Carvana.

My car buying experiencing after ordering two different vehicles with Carvana.
$CVNA Write-up: https://swany407.substack.com/p/carvana-buying-experience
Market Cap as of 2.16.2022: ~ $26.2B Market Cap.
Website: https://www.swany407.com/
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklist
Investment Material: https://www.etsy.com/shop/Swany407
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
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.

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Bridg could lead to high levels of growth from combined insights and targeting, product-level offers, solving the attribution problem, and partnering with POS systems (like Toast, Square, PAR, NCR).
$CDLX Write-up: https://swany407.substack.com/p/bridg
Market Cap as of 1.16.2022: ~$2.2B Market Cap.
Website: https://www.swany407.com/
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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Update on the likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network, following the January 2022 Needham Growth Conference presentation.
Current Market Cap as of 1.12.2022: $2.2B
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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Likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network.
$CDLX Write-up: https://swany407.substack.com/p/bofa-renewal
YouTube Video: https://youtu.be/M-s89q_PzGw
Current Market Cap as of 12.29.2021: $2.1B
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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$CDLX Write-up and Podcast: https://swany407.substack.com/p/product-level-offers-update
Within the last two months, there has been substantial updates and progress on product-level offers within Cardlytics.
Market Cap as of 12.28.2021: $2.1B
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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$CDLX Write-up: https://swany407.substack.com/p/affirm
Clues that Affirm is the new innovative fintech partner of Cardlytics, and the benefits of a BNPL partnership.
Market Cap as of 12.5.2021: $2B
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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$CDLX Write-up: https://swany407.substack.com/p/q3-q4-2021
YouTube Video: https://youtu.be/FiHxuYbcjSo
Market Cap as of 10.20.2021 = $2.8B
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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Why Cardlytics should partner with Apple next, why it matters, and why it will work.
$CDLX Write-up: https://swany407.substack.com/p/apple
YouTube Video: https://youtu.be/JvX5bZIN4uY
Market Cap as of 9.17.2021 = $3.1B
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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My vision for Cardlytics' future and how engagement, ARPU, ad spend, and total value can increase.
$CDLX Write-up: https://swany407.substack.com/p/ideas-part-1
YouTube Video: https://youtu.be/Sylh4V8T0
Market Cap as of 9.2.2021 = $3.0B
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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Discussions on how Cardlytics could be worth $0 to $1 Trillion+. In the video I walk through how I calculate the intrinsic value of Cardlytics.
$CDLX Write-up: https://swany407.substack.com/p/1t
YouTube Video: https://youtu.be/voi_tNEKNOQ
Market Cap as of 8.18.2021 = $81 / share x 33M shares = $2.7B
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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Given the recent price decline following earnings, I thought I would share some of my thoughts.
$CDLX Write-up: https://swany407.substack.com/p/cardlytics-cdlx-thoughts-following-714
YouTube Video: https://youtu.be/jVf3xLrFZjw
$CDLX Market Cap as of 8.6.2021: ~$2.9B.
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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$CVNA Write-up: https://swany407.substack.com/p/buying-a-carvana-vending-machine
YouTube Video: https://youtu.be/YGhRWjTndhk
$CDLX Market Cap as of 7.29.2021: ~$57.9B.
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Rental Estate Analyzers, Calculators, Checklists and Spreadsheets: https://www.swany407.com/spreadsheets
I will review your rental property before you buy: https://www.swany407.com/consulting
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
Disclaimer: This content is intended for informational purposes only. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.

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There may be a non-zero probability of PayPal using Cardlytics for their offers, which would substantially increase the intrinsic value of Cardlytics.
$CDLX Write-up: https://swany407.substack.com/p/cardlytics-cdlx-opportunities-with
YouTube Video: https://youtu.be/aU4oWDSqd04
$CDLX Market Cap as of 7.22.2021: ~$4.3B. Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Stock Screener and Analyzer: https://www.swany407.com/finviz
Books: https://www.swany407.com/books
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.

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How the size and likelihood of the best case scenario with Venmo could increase for Cardlytics and Dosh.
Write-up: https://swany407.substack.com/p/cardlytics-cdlx-venmo-update-best
YouTube Video: https://youtu.be/XimCnviv2cs
$CDLX Market Cap as of 7.15.2021: ~$3.9B.
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Stock Screener and Analyzer: https://www.swany407.com/finviz
Books: https://www.swany407.com/books
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.

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Write-up: https://swany407.substack.com/p/5b2b7e94-8455-460c-8814-ba85166350da
YouTube Video: https://youtu.be/OuGdgy4sB5Q
$CDLX Market Cap as of 6.24.2021:~$4.2B.
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Stock Screener and Analyzer: https://www.swany407.com/finviz
Books: https://www.swany407.com/books
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.

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Write-up: https://swany407.substack.com/p/cardlytics-cdlx-value-of-venmo-offers
YouTube Video: https://youtu.be/aczrVvEnUoU
$CDLX Market Cap as of 6.15.2021: ~$3.5B.
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Stock Screener and Analyzer: https://www.swany407.com/finviz
Books: https://www.swany407.com/books
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.

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With the recent stock price decline of Cardlytics to less than $3B in market cap, I wanted to think through possible explanations for the decline, and judge whether there was any reason to be concerned.
Write-up: https://swany407.substack.com/p/cardlytics-cdlx-current-thoughts
YouTube Video: https://youtu.be/cbMBKghk-Bg
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Stock Screener and Analyzer: https://www.swany407.com/finviz
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
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.

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Write-up: https://swany407.substack.com/p/cardlytics-cdlx-detailed-write-up
YouTube Video: https://youtu.be/s-VXCXUNMWs
Cardlytics ($CDLX) Market Cap as of 5.3.2021. $142/Share x 31.8M Shares ~ $4.5B Market Cap. Potential for $80B+ market cap over the next 5-10 years (described in the video).
Website: http://swany407.com
Twitter: https://twitter.com/Swany407/
Stock Screener and Analyzer: https://www.swany407.com/finviz
Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist
Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting
Books: https://www.swany407.com/books
Referenced Poor Charlie's Almanack: https://amzn.to/3x7KUNA
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.

Swany407's Investment Podcast: Recent Episodes

Austin Swanson