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:
Reviews on the Research Notes
Gain Access to Research Notes
If would like access all these “Research Notes”, upgrade your subscription here:
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.