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 (As an example, my Cardlytics Observations Thread on Twitter is over 100 observations).
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.
Swany407 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.
Cardlytics (Some Places to Start)
The following are some good good places to start if you are looking for information on CDLX.
“Will Cardlytics Be a 1,000 Bagger?”
I spoke with Jason Rothman from the After Dinner Investor podcast about Cardlytics.
Covers many important aspects of CDLX.
If you want significantly more information, including information not posted anywhere else, join others and upgrade to a paid subscription to gain access to Research Notes.
Research Notes
Research Notes contain information I have collected while researching, investigating, analyzing, and thinking through businesses.
This is where I continue to add additional notes, observations, and thoughts.
Some of the notes have never been made, nor will be made, into official posts that are public to read.
Cardlytics ($CDLX) Research Notes:
I frequently send out emails that contain the most recent updates to these notes:
List of the the most recent updates in the CDLX Research Notes
Carvana ($CVNA) Research Notes:
I frequently send out emails that contain the most recent updates to these notes:
List of the the most recent updates in the CVNA Research Notes
General Research Notes on Businesses, Investments, and CEOs (Historical to Current):
Portfolio Updates:
Current holdings and allocations, and reasons behind recent buy / sell / hold decisions.
If would like access all these “Research Notes”, become a paid subscriber here:
Reviews on the Research Notes
Gain Access to Research Notes
If would like access all these “Research Notes”, upgrade your subscription here:
Bonus picture of our family!
