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.
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:
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:
Carvana ($CVNA) Research Notes:
General Research Notes on Businesses, Investments, and CEOs (Historical to Current):
Reviews on the Research Notes
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.