Cardlytics | Swany407

Apr 7, 202250 min read

Cardlytics ($CDLX): Open Banking (The Free Option on the Hidden Potential Cash Cow)

Open Banking has the potential to generate significant cash flow for Cardlytics with an extremely long runway. Better yet, it is...

Mar 11, 202223 min read

Cardlytics $CDLX: Thoughts Following Q4 2021 Earnings

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

Mar 1, 202220 min read

Cardlytics ($CDLX): Self-Service for Banks (And Clues Chase is Using It + Has the New Ad Server)

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...

Feb 23, 20224 min read

Introducing Cardlytics $CDLX "Research Notes"

All of my qualitative and quantitative notes from researching, investigating, and thinking through Cardlytics. For those interested, this...

Jan 16, 202243 min read

Cardlytics ($CDLX): The Power of Bridg (and Why CDLX is Undervalued)

Bridg could lead to high levels of growth from combined insights and targeting, product-level offers, solving the attribution problem,...

Jan 12, 20228 min read

Cardlytics ($CDLX): BofA Renewal & Testing Competitors (Update)

Update on the likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network, following the January 2022...

Dec 28, 20215 min read

Cardlytics ($CDLX): Product-Level Offers Update

Within the last two months, there has been substantial updates and progress on product-level offers within Cardlytics. For all my notes...

Dec 5, 20217 min read

Cardlytics $CDLX: New Innovative Fintech Partner, Affirm?

Clues that Affirm (with their Affirm Debit+ card) is the new innovative fintech partner of Cardlytics / Dosh, and the benefits of a BNPL...

Oct 21, 202127 min read

Cardlytics $CDLX: New Observations, Upcoming Earnings Calls, and Updated Allocations

Regarding Q3 and Q4 2021 (Q2 2021 discussed in prior a post) For all my notes on CDLX, check out my Qualitative and Quantitative...

Sep 17, 202118 min read

Cardlytics $CDLX: The Best Potential Next Partner, Apple

Why Cardlytics should partner with Apple next, why it matters, and why it will work. For all my notes on CDLX, check out my Qualitative...

Sep 3, 202121 min read

Cardlytics ($CDLX): Future Possibilities

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

Aug 19, 202132 min read

Cardlytics ($CDLX): Valuations & Intrinsic Value

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

Aug 6, 202114 min read

Cardlytics ($CDLX): Thoughts Following Q2 2021 Earnings and Price Decline

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

Jul 22, 202110 min read

Cardlytics ($CDLX): Opportunities with PayPal

There may be a non-zero probability of PayPal using Cardlytics for their offers, which would substantially increase the intrinsic value...