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...
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Austin Swanson
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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 ($CDLX): BofA Renewal & Testing Competitors (Update)
Update on the likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network, following the January 2022...
Dec 29, 202134 min read
Cardlytics ($CDLX): BofA Renewal & Testing Competitors
Likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network. For all my notes on CDLX, check out my...
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...
Jun 24, 202116 min read
Cardlytics $CDLX: Thoughts Following Investor Day
Thoughts around smaller points and comments made during the investor day presentation, and how MAU and ARPU potential may be larger than...
Jun 15, 20217 min read
Cardlytics ($CDLX): Value of "Venmo Offers" Could Equal Entire CDLX Market Cap
Following the discussions around the future potential of Venmo Offers (powered by Dosh), here are possible scenarios where Venmo Offers...
May 17, 20215 min read
Cardlytics ($CDLX) Current Thoughts Following Price Decline (5.17.2021)
Given the recent price decline of Cardlytics, I wanted to think through and post my current thoughts regarding this potential investment....
May 5, 20217 min read
Cardlytics ($CDLX) Valuation - Updated 5.5.2021
Valuing Cardlytics based on personal data, conservative data, current market cap, and under realistic assumptions. Updated assumptions,...
Apr 29, 202126 min read
Cardlytics ($CDLX) Detailed Write-Up and Valuation
Describing interesting elements around the company. Valuing Cardlytics based under different scenarios and assumptions. For all my notes...
Apr 22, 20213 min read
Cardlytics ($CDLX) Valuation
Valuing Cardlytics based on personal data, conservative data, current market cap, and under realistic assumptions. For all my notes on...
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