Research Notes

Oct 21, 2022
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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:

Cardlytics CDLX Quantitative Qualitative Research Notes Swany407 Research Notes Austin Swanson, Competitive Advantages, Dosh, Bridg, product-level offers, new ad server, attribution, conference, presentation, partners, affirm, apple pay, google pay, POS Systems, API, insights, google, facebook, visa, mastercard, concentration, advertisers, risks, BofA renewal, self-service, short thesis, differentiation, execution risk, engagement, insider selling, glassdoor reviews, purchase data, twitter, additional resources, earnings, market price, sentiment, valuation, intrinsic value, measurement, incrementality, multi-touch attribution, marketing mix modeling, total marketing modeling, iOS14.5, IDFA, growth, massive scale, loyalty programs, 100 bagger, charlie munger, LTV/CAC, ROAS, total addressable market, TAM, $CDLX

Carvana ($CVNA) Research Notes:

Carvana CVNA Qualitative Research Notes Swany407 Research Notes Analysis Austin Swanson, 2018 Analyst Day, Competition, CarMax, Vroom, Shift, AutoNation, GM, Local, Dealers, and more, Disadvantages, selection, delivery, inspection and reconditioning, IRCs, Financing, Vehicle Service Contracts, VSC, Extended Warranties, GAP, Fees, Commission, Site Visits, Footprint, capacity, size, processes, root, insurance, hertz, new cars, drivetime, silverrock, blueshore, short thesis, Twitter, resources, Valuation, Market Penetration, Total Addressable Market, SG&A, Valuation, Intrinsic Value, Advertising, Securitizations, Operating Leverage, Retail Margin, Gross profit per unit, GPU, $CVNA, Austin Swanson, Carvana CVNA Quantitative Research Notes Swany407 Research Notes Analysis Austin Swanson, 2018 Analyst Day, Competition, CarMax, Vroom, Shift, AutoNation, GM, Local, Dealers, and more, Disadvantages, selection, delivery, inspection and reconditioning, IRCs, Financing, Vehicle Service Contracts, VSC, Extended Warranties, GAP, Fees, Commission, Site Visits, Footprint, capacity, size, processes, root, insurance, hertz, new cars, drivetime, silverrock, blueshore, short thesis, Twitter, resources, Valuation, Market Penetration, Total Addressable Market, SG&A, Valuation, Intrinsic Value, Advertising, Securitizations, Operating Leverage, Retail Margin, Gross profit per unit, GPU, $CVNA, Austin Swanson

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.

Reviews on the Research Notes

@MoneyMetroid

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