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Cardlytics ($CDLX): CDLX Report #66 - Current Offers, Advertisers, and Observations as of 11.17.2024 (Research Note #287)
New “Commerce AI Platform and Technologies”, new Head of Sales Readiness and Enablement, new Bridg / Rippl podcast, large increase in new job listings…
Nov 17
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Austin Swanson
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Cardlytics ($CDLX): CDLX Report #66 - Current Offers, Advertisers, and Observations as of 11.17.2024 (Research Note #287)
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Carvana ($CVNA): 3Q24 Units and Economics (Research Note #15)
Analysis of the retail units and economics over time, with a focus on the latest QoQ changes.
Nov 16
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Austin Swanson
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Swanson Investment Research
Carvana ($CVNA): 3Q24 Units and Economics (Research Note #15)
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Cardlytics ($CDLX): 3Q24 Post-Earnings Analysis (Research Note #286)
Notes and thoughts after earnings.
Nov 13
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Austin Swanson
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Swanson Investment Research
Cardlytics ($CDLX): 3Q24 Post-Earnings Analysis (Research Note #286)
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Cardlytics ($CDLX): CDLX Report #65 - Current Offers, Advertisers, and Observations as of 11.10.2024 (Research Note #285)
New features with Chase Offers, a new board member, new and returning advertisers, and more.
Nov 12
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Austin Swanson
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Swanson Investment Research
Cardlytics ($CDLX): CDLX Report #65 - Current Offers, Advertisers, and Observations as of 11.10.2024 (Research Note #285)
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Cardlytics ($CDLX): 3Q24 Pre-Earnings Analysis (Research Note #284)
Analysis of Q3 2024 based on the data, trends, and observations made throughout the quarter.
Nov 5
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Austin Swanson
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Cardlytics ($CDLX): 3Q24 Pre-Earnings Analysis (Research Note #284)
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Cardlytics ($CDLX): CDLX Report #64 - Current Offers, Advertisers, and Observations as of 11.3.2024 (Research Note #283)
New measurement with MMMs, CDLX at Nasdaq, new push notification for Chase Offers, change with Chase’s user experience, sign of fixing recent issues…
Nov 3
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Austin Swanson
4
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Swanson Investment Research
Cardlytics ($CDLX): CDLX Report #64 - Current Offers, Advertisers, and Observations as of 11.3.2024 (Research Note #283)
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Carvana ($CVNA): 3Q24 Pre-Earnings Analysis (Research Note #14)
Analysis on the upcoming earnings, in relation to guidance, CarMax, and past results.
Oct 30
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Austin Swanson
1
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Swanson Investment Research
Carvana ($CVNA): 3Q24 Pre-Earnings Analysis (Research Note #14)
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Cardlytics ($CDLX): CDLX Report #63 - Current Offers, Advertisers, and Observations as of 10.27.2024 (Research Note #282)
Change in offers location, new information on insights portal, updated Rippl numbers, change in hiring trend, new CMS advertisers, new and returning…
Oct 28
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Austin Swanson
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Swanson Investment Research
Cardlytics ($CDLX): CDLX Report #63 - Current Offers, Advertisers, and Observations as of 10.27.2024 (Research Note #282)
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