Swany407's Investment Write-Ups
About Me and the Write-Ups
Updated 2/20/2022
About Me
I'm Austin Swanson, aka "Swany407".
I’m passionate about investing in public companies. I greatly enjoy researching, analyzing, and thinking about businesses. This includes spending an above-normal amount of time focusing on just a couple businesses, allowing me to dig deeper than most (As an example, my Cardlytics Observations Thread on Twitter is approaching 100 observations).
I owned residential real estate properties, both single family and multi-family, and was switching focus to NNN and absolute net commercial properties. My wife, Emma, has been our full-time property manager. Recently, we have sold all of our residential real properties to take advantage of better opportunities with public companies.
I have degrees in mathematics and actuarial science, and have obtained actuarial credentials of FSA, CERA, and MAAA.
I share my investing related thoughts on multiple platforms, for different purposes
You can contact me via email or Twitter DM.
Bonus picture of my wife, Emma, and I, with the exciting news of our first child!
Write-Ups
I am using this platform to write down my ideas and thoughts, to not only possibly help others read about concepts that I have found interesting, but also to more concretely think through my own ideas.
The frequency of my content, such as the write-ups here on Substack, match when I come across ideas or topics worth sharing, that I understand and find interesting. This process ensures I always enjoy what I am writing about.
If you enjoy the content, or have received any value from the investment insights, discoveries, and thoughts shared, please consider becoming a supporter of the channel. Your support increases the odds of more investment write-ups and content in the future.
Research Notes
“Research Notes” are available to all paid subscribers that help support this channel. I wanted to share this substantial amount of research material I have collected (such as my notes and thoughts I have never released) as a way to provide more value to those who have become paid subscribers.
I have spent not only years collecting the information, but a significant amount of time organizing, cleaning them up, and adding more detail to ensure all paid subscribers get the most value possible from these notes.
I also wanted to create premium material to increase the number of paid subscribers of this channel. As the number of paid subscribers increases, the more research I will be able to do, both for existing and new businesses.
“Research Notes” are currently available for Cardlytics, and soon Carvana. Paid subscribers will have access to all notes.
For an example of what to expect with Carvana Research Notes, check out the following 425 pages of Research Notes for Cardlytics ($CDLX):