Cardlytics ($CDLX): Chase & Figg Updates (Update #178)
Updates related to Chase and Figg, including from Chase's 2023 investor day.
Market Cap as of 6.13.2023: ~$6.21 / Share x 33.9M Shares ~ $211M Market Cap.
JPM Chase’s 2023 investor day was on May 22nd, 2023. In the presentation there were discussions, mentions, photos, and videos of Chase Offers and Figg.
I waited to post detailed comments / notes / thoughts until I had some more information, which I just recently received.
These notes and thoughts are included at the end of this post.
The CDLX Research Notes Updates
At this time, all of the following notes are under:
For convenience, I copied over the corresponding sections of the Research Notes and pasted them at the end of this post.
CDLX Research Notes: Update #178
Added on 6.13.2023
Chase & Figg Updates
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Research Notes contain information I have collected while researching, investigating, analyzing, and thinking through businesses, such as CDLX.
This is where I continue to add additional notes, observations, and thoughts.
Some of the notes have never been made, nor will be made, into official posts that are public to read.
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Cardlytics ($CDLX) Research Notes:
For all of you with a paid subscription, you can read some of the recent updates:
#177 (5.23.2023): "1,000 Bagger" Valuation Scenarios
#174-176 (5.11.2023): Thoughts After Q1 2023 Earnings
#172-173 (5.4.2023): New & Improved Feature, Final Thoughts Before Today's Earnings Call
#171 (5.1.2023): First Thoughts on Bridg Dispute Outcome
#170 (4.27.2023): Updated VWAP Projections + Additional Bridg Earnout Payment Possibility
#166-169 (4.25.2023): Updated Bridg VWAP Projections, Thoughts on Timing of Earnings and the Bridg Resolution
#164-165 (4.19.2023): Bridg VWAP Projections (12 and 13 trading days remaining of 20)
#162-163 (4.12.2023): Potential Stock Price After the Bridg Resolution, Potential Bridg Clients
160-161 (4.7.2023): Timing of Announcements, Convertible Senior Notes, Updated Projections
#158-159 (4.4.2023): Updated Guidance + Updated Liquidity Analysis and Projections
#156-157 (4.3.2023): Potential for New Banks Signing Soon and/or Remaining Banks Moving to the New Ad Server Ahead of Schedule, Possibilities and Potential Impact of Images
#154-155 (3.30.2023): How Bridg Can Lower FI Revenue Share, My Latest Large Purchases of CDLX with Leverage
#150-153 (3.27.2023): Possible Upcoming Announcements that Could Increase the Stock Price, New User Experience on My Chase Account, Less-Considered Liquidity Resources
#145-149 (3.24.2023): PacWest Deposits and LOC, Bridg Dispute, Resignation of CFO
#140-144 (3.20.2023): Why I Bought More
#133-139 (3.12.2023): Liquidity Analysis, Prior Use of SVB, 22Q4 Earnings, and More
I have also added a page to keep track of these updates as well.
Carvana ($CVNA) Research Notes:
General Research Notes on Businesses, Investments, and CEOs (Historical to Current):
Reviews on the Research Notes
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For convenience, I copied over the corresponding sections of the Research Notes and pasted them directly below.