Archive - Swanson Investment Research

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 •

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 •

Cardlytics ($CDLX): 3Q24 Post-Earnings Analysis (Research Note #286)

Notes and thoughts after earnings.

Nov 13 •

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 •

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 •

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 •

October 2024

Carvana ($CVNA): 3Q24 Pre-Earnings Analysis (Research Note #14)

Analysis on the upcoming earnings, in relation to guidance, CarMax, and past results.

Oct 30 •

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 •

Carvana ($CVNA): 3Q24 and 4Q24 Estimates (Research Note #13)

Based on Carvana's full-year 2024 guidance and estimates of retail units.

Oct 27 •

Carvana ($CVNA): KMX vs CVNA 2Q24 (Research Note #12)

Comparing Carvana's and CarMax's retail units and economics over time, through their latest earnings.

Oct 24 •

Carvana ($CVNA): 2Q24 Units and Economics (Research Note #11)

Retail units and economics through the latest quarter.

Oct 22 •

Cardlytics ($CDLX): CDLX Report #62 - Current Offers, Advertisers, and Observations as of 10.20.2024 (Research Note #281)

Rippl announcement, new Chase push notifications, new CMS advertisers, new and returning advertisers, and more.

Oct 21 •

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