Episode notes
Why CDLX continues to be one of the most attractive investments, and the current misconceptions related to liquidity / dilution / Bridg earnouts.
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://swany407.substack.com/p/cdlx-research-notes
Keywords
cardlyticscdlxinvestment analysisbusiness analysisanalyzing businessescdlx stockcardlytics stockbridg and cardlytics