Episode notes
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
For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:
$CDLX Qualitative Research Notes: https://swany407.substack.com/p/cdlx-qual-research-notes
$CDLX Quantitative Research Notes: https://swany407.substack.com/p/cdlx-quant-research-notes
For more general information on Research Notes: https://s ...
Keywords
value investingstocksanalyzing stocksbofa cdlxbank of america cardlytics