With the recent stock price decline of Cardlytics to less than $3B in market cap, I wanted to think through possible explanations for the decline, and judge whether there was any reason to be concerned.

Write-up: https://swany407.substack.com/p/cardlytics-cdlx-current-thoughts

YouTube Video: https://youtu.be/cbMBKghk-Bg

Website: http://swany407.com

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