Free Posts
Updates on Investment Prospects, Liquidity, and Bridg Earnouts: Write-up and video
Chase Updates (Related to Chase Acquiring Figg, and Chase Migrating to the New Ad Server): Write-up and video
CDLX 2.0 (Chase Acquiring Figg, New CEO, New Banks, BofA Renewal, 22Q2 Earnings, and more): Write-up and video
Current Price Decline, Short Thesis, and Q1 2022 Earnings: Write-up and video
Open Banking (The Free Option on the Hidden Potential Cash Cow): Write-up and video
The Power of Bridg (and Why CDLX is Undervalued): Write-up and video
BofA Renewal & Testing Competitors (Update): Write-up and video
New Observations, Upcoming Earnings Calls, and Updated Allocations (10.21.2021): Write-Upand video
Thoughts Following Q2 2021 Earnings and Price Decline: Write-up and video
Thoughts After Price Decline (5.17.2021): Write-up and video
For significantly more information, check out the Research Notes.