Research Notes: Cardlytics $CDLX (Qualitative #3)
Qualitative notes from researching, investigating, and thinking through Cardlytics.
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Research Notes: Cardlytics $CDLX (Qualitative #3)
Subject
Cardlytics ($CDLX)
Qualitative Research Notes #3
Last Updated
Updated as of 6.13.2023
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List of the the most recent updates in the CDLX Research Notes
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Table of Contents for Notes #3
These are the notes on this page (for the remained of the notes, see Qualitative Research Notes #1 and #2).
Update Log
6.13.2023
Company Risks: Chase Acquiring Figg
(#178) 6.13.2023: Chase & Figg Updates
3.23.2023
Company Risks: General Company Risks: PacWest Deposits and Line of Credit
10.16.2022, 10.20.2022
Company Risks: Chase Acquiring Figg
10.20.2022: How Different Information Has Led to Different Conclusions and Actions by Investors
10.16.2022: New Observations (Good or Bad?)
9.6.2022, 9.20.2022, 9.23.2022, 9.26.2022
Company Risks: Chase Acquiring Figg
9.26.2022: Figg Tech (Comment by a Figg Employee, BofA Info and Comment, Comment by a Separate Party)
9.23.2022: Clues of Chase’s Intentions with Figg
New Chase Platform for SMBs + 1st Party Transactional Data + Advertising
9.20.2022: Clue of Chase Testing Figg’s Local Offers? Or a Sign of Chase Moving to the New Ad Server?
9.6.2022: Two Chase Job Listings for Chase Offers
8.22.2022
Company Risks: General Company Risks
7.31.2022 - 8.1.2022
Company Risks: Chase Acquiring Figg
7.21.2022
Company Risks: Update on BofA Renewal and Terms
7.17.2022
Company Risks: Chase Acquiring Figg
7.16.2022
Company Risks: Chase Acquiring Figg
Company Risks: Update on BofA Renewal and Terms
7.13.2022 - 7.14.2022
Company Risks: Update on BofA Renewal and Terms
7.8.2022 - 7.12.2022
Company Risks: Chase Acquiring Figg
7.1.2022
General Company Risks
Bridg: Product-Level Offers Update
6.26.2022
General Company Risks: Includes Extreme Risks regarding PII, Bridg, and Open Banking
5.16.2022
Same update added to both of the following sections:
Company Risks: Update on BofA Renewal and Terms
Notes on Competitors: Figg
5.10.2022
Company Risk: Inflation and Recessions
4.28.2022
Notes on Competitors: Groupon (and How CDLX is Different)
Company Risks: Inflation
Company Risks: Current Negative Cash Flow
4.5.2022
General Company Risks: Includes Extreme Risks regarding PII, Bridg, and Open Banking
2.6.2022
Google/FB vs Cardlytics
Dosh Neobank / Fintech Partners (Existing, Confirmed, and Potential)
CDLX Bank Partners (Existing, Confirmed, and Potential)
CDLX Other Partners Existing, Confirmed, and Potential)
Bridg Partners (Existing, Confirmed, and Potential)
1.19.2022
Culture (Glassdoor Ratings)
1.16.2022
CDLX / Industry Insights
Figg
Bridg Needs the New Ad Server (Reason, Timing, and Engagement Stats)
Example Calculation of Lower Rev Share and Higher Gross Profit Margins
Panera Possibilities and the CDLX Flywheel
Solves the Attribution Problem
1.5.2022
Update on BofA Renewal and Terms
12.26.2021
Losing BofA / BofA Non-renewal
12.16.2021
Figg
12.14.2021
Visa / Mastercard
12.1.2021
General Company Risks
11.8.2021
Insider Selling
10.25.2021
Facebook Advertising
10.11.2021
Miscellaneous Notes
10.10.2021
General Company Risks
10.8.2021
CDLX / Industry Insights
10.7.2021
Amazon Advertising
10.5.2021
Figg
4.29.2021:
General Company Risks
3/1/2021
Culture (Glassdoor Ratings)
May - End of 2020, 10/7/2020, 12/9/2020, 1/5/2021, 1/20/2021, 1/21/2021
Miscellaneous Notes
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