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...
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Austin Swanson
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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...
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