Sitemap - 2023 - Swanson Investment Research

Cardlytics ($CDLX): Vudu Fandango Interview About CDLX (Research Note #221)

Cardlytics ($CDLX): CDLX Report #19 - Current Offers, Advertisers, and Observations as of 12.27.2023 (Research Note #220)

Cardlytics ($CDLX): Quip Interview About CDLX (Research Note #219)

Cardlytics ($CDLX): Bridg Earnout Disputes - New Scenarios and Liquidity Analysis (Research Note #218)

Carvana ($CVNA): Quick Thoughts in Q4 2023 (Research Note #8)

Cardlytics ($CDLX): PrettyLitter Tegus Interview About CDLX (Research Note #217)

Cardlytics ($CDLX): CDLX Report #18 - Current Offers, Advertisers, and Observations as of 12.17.2023 (Research Note #216)

Cardlytics ($CDLX): Casper and Firstleaf Interview About CDLX (Research Note #215)

Cardlytics ($CDLX): AmEx and Capital One Interview About CDLX (Research Note #214)

Cardlytics ($CDLX): GotPrint Tegus Call About Cardlytics (Research Note #213)

Cardlytics ($CDLX): Kigo Acquires Entertainment from CDLX (Research Note #212)

Cardlytics ($CDLX): CDLX Report #17 - Current Offers, Advertisers, and Observations as of 12.10.2023 (Research Note #211)

Cardlytics ($CDLX): Allbirds Tegus Call About Cardlytics (Research Note #210)

Cardlytics ($CDLX): CDLX Report #16 - Current Offers, Advertisers, and Observations as of 12.3.2023 (Research Note #209)

Cardlytics ($CDLX): CDLX Report #15 - Current Offers, Advertisers, and Observations as of 11.27.2023 (Research Note #208)

Cardlytics ($CDLX): Q3 2023 Earnings (Research Note #207)

Cardlytics ($CDLX): CDLX Report #14 - Current Offers, Advertisers, and Observations as of 11.19.2023 (Research Note #206)

Cardlytics ($CDLX): CDLX Report #13 - Current Offers, Advertisers, and Observations as of 11.13.2023 (Research Note #205)

Portfolio Update #12 (11/7/2023)

Cardlytics ($CDLX): CDLX Report #12 - Current Offers, Advertisers, and Observations as of 11.5.2023 (Research Note #204)

CDLX Reports: Offers, Advertisers, and Observations

Carvana ($CVNA): Thoughts Before Q3 2023 Earnings + Video (Research Note #7)

Cardlytics ($CDLX): Video on Current Offers, Advertisers, and Observations #11

Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #11 - As of 10.29.2023 (Research Note #203)

Cardlytics ($CDLX): Video on Research Notes #200 - #202

Cardlytics ($CDLX): How Q3 Results and Q4 Guidance Could Be Better Than Expected (Research Note #202)

Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #10 - As of 10.23.2023 (Research Note #201)

Cardlytics ($CDLX): Possible Q3 Announcements & Updates (Research Note #200)

Portfolio Update #11 (10/18/2023)

Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #9 - As of 10.15.2023 (Research Note #199)

Cardlytics ($CDLX): Big Development with Chase (Research Note #198)

Cardlytics ($CDLX): Video on Current Offers, Advertisers, and Observations #8

Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #8 - As of 10.10.2023 (Research Note #197)

Cardlytics ($CDLX): Video on Current Offers, Advertisers, and Observations #7

Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #7 - As of 9.30.2023 (Research Note #196)

Cardlytics ($CDLX): Video on Current Offers, Advertisers, and Observations #6

Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #6 - As of 9.24.2023 (Research Note #195)

Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #5 - As of 9.17.2023 (Research Note #194)

Portfolio Update #10 (9/14/2023)

Cardlytics ($CDLX): Current Offers, Advertisers, and Observations #4 - As of 9.11.2023 (Research Note #193)

Cardlytics ($CDLX): Current Offers and Advertisers #3 - As of 9.4.2023 (Research Note #192)

Portfolio Update #9 (9/1/2023)

Cardlytics ($CDLX): Potential New Bank and Fintech Partners (Research Note #191)

Cardlytics ($CDLX): Bridg Launches Rippl Data and Media Network (Research Note #190)

Cardlytics ($CDLX): Current Offers and Advertisers #2 - As of 8.27.2023 (Research Note #189)

Cardlytics ($CDLX): Current Offers and Advertisers as of 8.21.2023 (Research Note #188)

Portfolio Update #8 (8/12/2023)

Cardlytics ($CDLX): Adding Videos on Offers (Research Note #187)

Cardlytics ($CDLX): Q2 2023 Earnings

Cardlytics ($CDLX): Q2 2023 Earnings - First Thoughts (Research Note #186)

Portfolio Update #7 (8/1/2023)

Cardlytics ($CDLX): Important Items for 23Q2 Earnings (Research Note #185)

Introducing 13F Dashboards

Cardlytics ($CDLX): Potential New Major Bank Partner (Research Note #184)

Portfolio Update #6 (7/21/2023)

Portfolio Update #5 (7/19/2023)

Cardlytics ($CDLX): CDLX Appoints New CFO (Research Note #183)

Cardlytics ($CDLX): Possible Upcoming Announcements & Updates (Research Note #182)

Portfolio Update #4 (7/12/2023)

Cardlytics ($CDLX): Observations in Q2 2023 (Research Note #181)

Carvana ($CVNA): Catalysts for a Significantly Higher Stock Price in the Near Term (Update #6)

Cardlytics ($CDLX): Change in Billings Share with Chase (Update #180)

Carvana ($CVNA): How 23Q2 Could be Better than the Updated Outlook (Update #5)

Portfolio Update #3 (7/5/2023)

Cardlytics ($CDLX): The $100B Opportunity with Retail Media Networks and CPGs (Update #179)

Carvana ($CVNA): When to Buy More During the Cancer Surgery Formula (Update #4)

Most Recent Updates in CVNA Research Notes

Carvana ($CVNA): Thoughts Before 22Q4 Call (Update #3)

Portfolio Update #2 (6/27/2023)

Cardlytics ($CDLX): Clifford Sosin of CAS Seeks CDLX Board Seat

Portfolio Update #1 (6/14/2023)

Cardlytics ($CDLX): Chase & Figg Updates (Update #178)

Portfolio Updates

Cardlytics ($CDLX): "1,000 Bagger" Valuation Scenarios (Update #177)

$CDLX: “Will Cardlytics Be a 1,000 Bagger?”

Free Posts

Cardlytics ($CDLX): Thoughts After Q1 2023 Earnings (Updates #174 - #176)

Cardlytics ($CDLX): New & Improved Feature, Final Thoughts Before Today's Earnings Call (Updates #172 - #173)

Cardlytics ($CDLX): First Thoughts on the Bridg Dispute Outcome (Update #171)

Cardlytics ($CDLX): Updated VWAP Projections + Additional Bridg Earnout Payment Possibility (Update #170)

Cardlytics ($CDLX): Updated Bridg VWAP Projections, Thoughts on Timing of Earnings and the Bridg Resolution (Update #166 - #169)

Cardlytics ($CDLX): Bridg VWAP Projections (Updates #164 - #165)

Most Recent Updates in CDLX Research Notes

Research Notes: Cardlytics $CDLX (Quantitative #3)

Research Notes: Cardlytics $CDLX (Qualitative #3)

Cardlytics ($CDLX): Potential Stock Price After the Bridg Resolution, and Potential Bridg Clients (Updates #162 - #163)

Cardlytics ($CDLX): Timing of Announcements, Convertible Senior Notes, Updated Projections (Updates #160 - #161)

Cardlytics ($CDLX): Updated Guidance + Updated Liquidity Analysis and Projections (Updates #158 - #159)

Cardlytics ($CDLX): Potential for New Banks Signing Soon and/or Remaining Banks Moving to the New Ad Server Ahead of Schedule, Possibilities and Potential Impact of Images (Update #156 - #157)

Cardlytics $CDLX: How Bridg Can Lower FI Revenue Share, My Latest Large Purchases of CDLX with Leverage (Research Notes #154 - #155)

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: PacWest Deposits and LOC, Bridg Dispute, Resignation of CFO (Research Notes #145 - #149)

Cardlytics ($CDLX): Why I Bought More (Research Notes Updates #140 - #144)

Cardlytics ($CDLX): Chase Launches the New User Experience

Cardlytics ($CDLX): Chase Launches the New User Experience

Cardlytics ($CDLX): Liquidity Analysis, Prior Use of SVB, 22Q4 Earnings, and More (Research Notes Updates #133 - #139)