Swany407's Investment Podcast

Discussions on Q2 results, improved liquidity position, free cash flow positive, new user experience, new potential banks, new offer constructs, new hires, lower billing share, and more.For all my notes on CDLX, check out my CDLX Research Notes: https://swany407.substack.com/p/cdlx-research-notes-updatesFor more information related to this video: $CDLX Write-up: https://swany407.su

Confirmation of Chase on the new ad server. Unlocks new UI, new offer constructs, new ad budgets, and more. For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes Fo

Why CDLX continues to be one of the most attractive investments, and the current misconceptions related to liquidity / dilution / Bridg earnouts.For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:$CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes$CDLX Quantitative Research Notes: https://swany407.substack

New Chase platform, statements by Chase to CDLX, Figg's tech and capabilities, related job openings at Figg, matching timelines, comments by employees, and much more. For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes $CDLX Quantitative Research Notes: h

Summary of findings related to Chase moving / in-progress of migrating to CDLX’s new AWS ad server.For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes $CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes For more

Why Cardlytics is currently in a similar situation to when Buffett and Munger invested into the Washington Post, which became a 100x investment.For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes $CDLX Quantitative Research Notes: https://swany407.substac

Since my last Cardlytics update, there have been a significant number of changes with the company, leading to CDLX approaching an inflection point with significant cash flow in the near future.In this post, I will go discuss the following CDLX updates:Chase Acquiring Figg (with updated expected value calculations with dilution)New CEO (Karim Temsamani)New Banks / Neobanks (includin

Discussions on the Price Decline, Short Thesis, BofA, Cloud, Bank Improvements, More Spend by Banks, Solving the Attribution Problem, CDLX Insights, Self-Service Update and Scalability, Dosh, and moreFor all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes $CD

Open Banking has the potential to generate significant cash flow for Cardlytics with an extremely long runway. Better yet, it is completely ignored by most investors. For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: $CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes $CDLX Quantitative Research Notes: h

Discussions on the Entertainment Acquisition, Ad Agencies, Bridg, Neobanks/Fintechs, Open Banking, BofA, New Ad Server and Q4 and Full Year 2021 Numbers.Market Cap as of 3.11.2022: $49/Share x 33.7M Shares ~ $1.7B Market Cap.For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: $CDLX Qualitative Notes: https://swany407.substack.com/p/cdlx-qual-re