About Me
I'm Austin Swanson, aka "Swany407".
I’m passionate about investing in public companies. I greatly enjoy researching, analyzing, and thinking about businesses. This includes spending an above-normal amount of time focusing on just a couple businesses, allowing me to dig deeper than most.
I owned residential real estate properties, both single family and multi-family, and was switching focus to NNN and absolute net commercial properties. My wife, Emma, has been our full-time property manager. We have sold all of our residential real properties to take advantage of better opportunities with public companies.
I have degrees in mathematics and actuarial science, and have obtained actuarial credentials of FSA, CERA, and MAAA.
I share my investing related thoughts on multiple platforms for different purposes:
You can contact me via email or Twitter DM.
Swanson Investment Research
I am using this platform to write down my ideas and thoughts, to not only possibly help others read about concepts that I have found interesting, but also to more concretely think through my own ideas.
The frequency of my content, such as the write-ups here on Substack, match when I come across ideas or topics worth sharing, that I understand and find interesting. This process ensures I always enjoy what I am writing about.
Research Notes
Research Notes contain information I have collected while researching, investigating, analyzing, and thinking through businesses.
Cardlytics ($CDLX) Research Notes:
Carvana ($CVNA) Research Notes:
General Research Notes on Businesses, Investments, and CEOs (Historical to Current):
Portfolio Updates:
If would like access all these “Research Notes”, become a paid subscriber here:
Reviews on the Research Notes
Gain Access to Research Notes
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Fulfillment Policy
When you become a paid subscriber, you can expect new content in your inbox weekly. Typically, I send out newsletters once a week, although the timing might shift around in a given week. You can cancel your subscription at any time through the dashboard on your Substack account. You can read a walkthrough for that process here. If you have questions, you can email me at swany407@swany407.com.
Bonus picture of our family!