Swanson Investment Research

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Swanson Investment Research
Swanson Investment Research
Cardlytics $CDLX: Possible Upcoming Announcements that Could Increase the Stock Price, New User Experience on My Chase Account, Less-Considered Liquidity Resources (Research Notes #150 - #153)

Cardlytics $CDLX: Possible Upcoming Announcements that Could Increase the Stock Price, New User Experience on My Chase Account, Less-Considered Liquidity Resources (Research Notes #150 - #153)

New notes on possible upcoming announcements that could increase the stock price, first thoughts of the new user experience on my Chase account, and less-considered resources for additional liquidity.

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Austin Swanson
Mar 27, 2023
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Swanson Investment Research
Swanson Investment Research
Cardlytics $CDLX: Possible Upcoming Announcements that Could Increase the Stock Price, New User Experience on My Chase Account, Less-Considered Liquidity Resources (Research Notes #150 - #153)
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Market Cap as of 3.27.2023: ~$2.64 / Share x 33.6M Shares ~ $89M Market Cap.

While I prefer to wait longer between update emails for the notes, I want to make sure I deliver timely information to all of you with access to the Research Notes, especially given the all-time-low stock price.

The CDLX Research Notes Updates

At this time, all of the following notes are under:

  • “Q4 2022 Earnings: Notes and Thoughts After the Call”

  • “General CDLX Growth Factors”

  • “Liquidity Analysis / Financial Projections”

For convenience, I copied over the corresponding sections of the Research Notes and pasted them at the end of this post.

Note, I do tweet out when I make an update to the Research Notes. Therefore, if you want more real-time updates, follow me on Twitter.

The order below matches how I copied them to the end of this post to read.

CDLX Research Notes: Update #153

Added on 3.27.2023

  • Possible upcoming announcements that could increase CDLX’s stock price in April (benefiting the 2nd Bridg earnout payment)

    • Near-term catalysts & incentives

    • Why the next few weeks could be very interesting

CDLX Research Notes: Update #152

Added on 3.26.2023

  • First Thoughts of the New User Experience on Chase

    • Whether Update is Required

    • First Reaction by Others + Possible Impact

    • Biggest Current Difference

    • Desired Stats

    • New Tabs for Categorization

    • New Format for Time Left on Offers

    • New Offer Constructs + New/More Offers

    • Mobile vs Desktop

    • Rollout and Announcement Timing

CDLX Research Notes: Update #150 & #151

Added on 3.24.2023 and 3.25.2023

  • Other Less-Considered Resources for Additional Liquidity (#150)

    • Why CDLX may have more options / liquidity than most realize

  • Update to "Other Less-Considered Resources for Additional Liquidity" (#151)

    • Why this may make even more sense than I originally considered

Gain Access to Research Notes

In addition to gaining access to the notes above, upgrading your subscription will give you access to all Research Notes.

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.

Join others and upgrade below to get access now:

Below are all the Research Notes you gain access to:

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, $CDLX
  • Cardlytics ($CDLX): Qualitative Research Notes #1

  • Cardlytics ($CDLX): Qualitative Research Notes #2

  • Cardlytics ($CDLX): Quantitative Research Notes #1

  • Cardlytics ($CDLX): Quantitative Research Notes #2

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, $CVNA, Austin Swanson
  • Carvana ($CVNA): Qualitative Research Notes

  • Carvana ($CVNA): Quantitative Research Notes

General Research Notes on Businesses, Investments, and CEOs (Historical to Current):

  • General Research Notes

Reviews on the Research Notes

@MoneyMetroid

Gain Access

If would like access all these “Research Notes”, upgrade your subscription here:

For convenience, I copied over the corresponding sections of the Research Notes and pasted them directly below.


The Updates:

(#153) 3.27.2023: Possible Upcoming Announcements that Could Increase the Stock Price In April (benefiting the 2nd Bridg earnout payment)

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