Discussions on the Price Decline, Short Thesis, BofA, Cloud, Bank Improvements, More Spend by Banks, Solving the Attribution Problem, CDLX Insights, Self-Service Update and Scalability, Dosh, and more
The concerns discussed and addressed in this post were more focused on the internal concerns, specific to CDLX. I did not address more macro concerns (which likely have had a strong impact on the stock price) and how they may impact the business. I added some of my thoughts within my CDLX Qualitative Research Notes, regarding inflation and recessions, and how they may impact CDLX:
Current direct link to the section "Company Risks: Inflation and Recessions":
The concerns discussed and addressed in this post were more focused on the internal concerns, specific to CDLX. I did not address more macro concerns (which likely have had a strong impact on the stock price) and how they may impact the business. I added some of my thoughts within my CDLX Qualitative Research Notes, regarding inflation and recessions, and how they may impact CDLX:
Current direct link to the section "Company Risks: Inflation and Recessions":
https://swany407.substack.com/p/cdlx-qual-research-notes?s=w#footnote-50