stocks | 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...

Feb 17, 20228 min read

Carvana ($CVNA): The Only Way to Buy a Car (My Car Buying Experience)

My car buying experience after ordering two different vehicles with Carvana. The following is not a paid advertisement from Carvana (I...

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...

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...

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 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...

Apr 10, 20212 min read

Cardlytics ($CDLX) and Operant Conditioning

Delivering offers in random timing and amounts leads to addicting behavior. For all my notes on CDLX, check out my Qualitative and...