Dosh | Swany407

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...

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...