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 significant cash flow in the near future.

In this post, I will go discuss the following CDLX updates:

1. Chase Acquiring Figg (with updated expected value calculations with dilution)

2. New CEO (Karim Temsamani)

3. New Banks / Neobanks (including AmEx)

4. BofA Renewal

5. The Marquee Dosh Partner

6. Bridg

7. Results (CF and cost savings, activation rates, 10-15% guide)

For all my notes on CDLX, including where I address additional pieces of the short thesis not discussed here,  ...