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Cardlytics ($CDLX): CDLX Report #96 - Current Offers, Advertisers, and Observations as of 6.15.2025 (Research Note #319)
Possible changes with international growth plans, former executive provides names of Bridg partners, potential AmEx issue, new Citi / CDLX observation…
Jun 16
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Austin Swanson
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Swanson Investment Research
Cardlytics ($CDLX): CDLX Report #96 - Current Offers, Advertisers, and Observations as of 6.15.2025 (Research Note #319)
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$HGV $VAC $TNL: Buybacks & Dividends
Analysis on past, current, and future capital returns to shareholders.
Jun 12
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Austin Swanson
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$HGV $VAC $TNL: Buybacks & Dividends
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Cardlytics ($CDLX): CDLX Report #95 - Current Offers, Advertisers, and Observations as of 6.8.2025 (Research Note #318)
New unique CDLX offer condition, increase in CDLX offers within AmEx, and new and returning CDLX and CMS advertisers.
Jun 9
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Austin Swanson
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Swanson Investment Research
Cardlytics ($CDLX): CDLX Report #95 - Current Offers, Advertisers, and Observations as of 6.8.2025 (Research Note #318)
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Cardlytics ($CDLX): CDLX Report #94 - Current Offers, Advertisers, and Observations as of 6.1.2025 (Research Note #317)
New observations related to CRP with non-FIs, and new and returning CDLX and CMS advertisers (including more switching from CDLX to CMS).
Jun 2
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Austin Swanson
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Cardlytics ($CDLX): CDLX Report #94 - Current Offers, Advertisers, and Observations as of 6.1.2025 (Research Note #317)
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May 2025
Cardlytics ($CDLX): CDLX Report #93 - Current Offers, Advertisers, and Observations as of 5.25.2025 (Research Note #316)
New Chase comments and numbers on CMS, approval of 2025 Equity Incentive Plan, additional information on Cardlytics Rewards Platform, and new and…
May 27
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Austin Swanson
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Swanson Investment Research
Cardlytics ($CDLX): CDLX Report #93 - Current Offers, Advertisers, and Observations as of 5.25.2025 (Research Note #316)
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Carvana ($CVNA): KMX vs CVNA 1Q25 (Research Note #24)
Analysis of Carvana's and CarMax's units and economics over time, through their latest earnings.
May 22
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Austin Swanson
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Swanson Investment Research
Carvana ($CVNA): KMX vs CVNA 1Q25 (Research Note #24)
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Cardlytics ($CDLX): CDLX Report #92 - Current Offers, Advertisers, and Observations as of 5.18.2025 (Research Note #315)
AmEx offers from CDLX are now included within the data in these reports.
May 19
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Austin Swanson
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Cardlytics ($CDLX): CDLX Report #92 - Current Offers, Advertisers, and Observations as of 5.18.2025 (Research Note #315)
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Carvana ($CVNA): 1Q25 Post-Earnings Analysis (Research Note #23)
Focuses on the latest QoQ and YoY changes, with visuals / metrics / summaries not readily available elsewhere.
May 18
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Austin Swanson
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Swanson Investment Research
Carvana ($CVNA): 1Q25 Post-Earnings Analysis (Research Note #23)
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Cardlytics ($CDLX): 1Q25 Post-Earnings Analysis
Analysis of CDLX's latest earnings.
May 15
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Austin Swanson
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Cardlytics ($CDLX): 1Q25 Post-Earnings Analysis
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Carvana ($CVNA): Selling Brand New Cars (Research Note #22)
Observations following Carvana's recent acquisition of a traditional dealership.
May 14
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Austin Swanson
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Carvana ($CVNA): Selling Brand New Cars (Research Note #22)
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Cardlytics ($CDLX): CDLX Report #91 - Current Offers, Advertisers, and Observations as of 5.11.2025 (Research Note #313)
New Bridg partnership, new feature added in Chase Offers, new advertising in Chase Offers, new hiring observation, new and returning CDLX and CMS…
May 12
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Austin Swanson
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Swanson Investment Research
Cardlytics ($CDLX): CDLX Report #91 - Current Offers, Advertisers, and Observations as of 5.11.2025 (Research Note #313)
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Carvana ($CVNA): KMX 1Q25 vs CVNA 4Q24 (Research Note #21)
Analysis of Carvana's and CarMax's units and economics over time, through their latest earnings.
May 7
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Austin Swanson
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Swanson Investment Research
Carvana ($CVNA): KMX 1Q25 vs CVNA 4Q24 (Research Note #21)
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