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Cardlytics ($CDLX): Q2 2023 Earnings
Free post discussing Q2 results, improved liquidity position, free cash flow positive, new user experience, new potential banks, new offer constructs…
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Austin Swanson
2
Cardlytics ($CDLX): Clifford Sosin of CAS Seeks CDLX Board Seat
Clifford Sosin of CAS Investment Partners LLC just filed a 13D, requesting one seat on the Cardlytics board.
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Austin Swanson
$CDLX: “Will Cardlytics Be a 1,000 Bagger?”
My interview on the After Dinner Investor podcast discussing Cardlytics.
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Austin Swanson
Cardlytics ($CDLX): Chase Launches the New User Experience
Confirmation of Chase on the new ad server. Unlocks new UI and new offer constructs.
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Austin Swanson
1
Cardlytics ($CDLX): Updates on Investment Prospects, Liquidity, and Bridg Earnouts
Why CDLX continues to be one of the most attractive investments, and the current misconceptions related to liquidity / dilution / Bridg earnouts
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Austin Swanson
4
Cardlytics ($CDLX): Clues of Chase's Intentions with Figg
New Chase platform, statements by Chase to CDLX, Figg's tech and capabilities, related job openings at Figg, matching timelines, comments by employees…
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Austin Swanson
Cardlytics ($CDLX): Chase Updates (Related to Chase Acquiring Figg, and Chase Migrating to the New Ad Server)
Summary of findings related to Chase moving / in-progress of migrating to CDLX’s new AWS ad server.
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Austin Swanson
1
Cardlytics ($CDLX): Similarities to a 100 Bagger
Why Cardlytics is currently in a similar situation to when Buffett and Munger invested into the Washington Post, which became a 100x investment.
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Austin Swanson
Cardlytics ($CDLX): CDLX 2.0 (Chase Acquiring Figg, New CEO, New Banks, BofA Renewal, 22Q2 Earnings, and more)
Since my last Cardlytics update, there have been a significant number of changes with the company, leading to CDLX approaching an inflection point with…
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Austin Swanson
Cardlytics $CDLX: Current Price Decline, Short Thesis, and Q1 2022 Earnings
Discussions on the Price Decline, Short Thesis, BofA, Cloud, Bank Improvements, More Spend by Banks, Solving the Attribution Problem, CDLX Insights…
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Austin Swanson
1
Cardlytics ($CDLX): Open Banking (The Free Option on the Hidden Potential Cash Cow)
Open Banking has the potential to generate significant cash flow for Cardlytics with an extremely long runway. Better yet, it is completely ignored by…
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Austin Swanson
3
Cardlytics ($CDLX): Thoughts Following Q4 2021 Earnings
Discussions on the Entertainment Acquisition, Ad Agencies, Bridg, Neobanks/Fintechs, Open Banking, BofA, New Ad Server and Q4 and Full Year 2021…
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Austin Swanson
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