Swany407's Investment Podcast
by Austin Swanson
Discussing investment ideas that I find most interesting.
Podcast episodes
Cardlytics ($CDLX): Q2 2023 Earnings
Discussions on Q2 results, improved liquidity position, free cash flow positive, new user experience, new potential banks, new offer constructs, new hires, lower billing share, and more.For all my notes on CDLX, check out my CDLX Research Notes: https://swany407.substack.com/p/cdlx-research-notes-updatesFor more information related to this video: $CDLX Write-up: https://swany407.substack.com/p/q2-2023 Market Cap as of 8.9.2023: ~$13.70 / Share x 37.7 Shares ~ $516M Market Cap. Investment Material:Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Write-ups: https://swany407.substack.com/ Research Notes: https://swany407.substack.com/p/all-research-notes Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
Cardlytics ($CDLX): Chase Launches the New User Experience
Confirmation of Chase on the new ad server. Unlocks new UI, new offer constructs, new ad budgets, 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://swany407.substack.com/p/cdlx-research-notes For more information related to this video: $CDLX Write-up: https://swany407.substack.com/p/chase-launches-new-user-experience Market Cap as of 3.17.2023: ~$3.20 / Share x 33.6M Shares ~ $108M Market Cap. Investment Material: Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Write-ups: https://swany407.substack.com/ Research Notes: https://swany407.substack.com/p/all-research-notes Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
Cardlytics ($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. 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 For more information related to this video: $CDLX Write-up: https://swany407.substack.com/p/updated-investment-prospects Market Cap as of 12.22.2022: ~$4.74 Share x 33.2M Shares ~ $157M Market Cap. Investment Material: Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Write-ups: https://swany407.substack.com/ Research Notes: https://swany407.substack.com/p/all-research-notes Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
Cardlytics ($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, and much 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://swany407.substack.com/p/cdlx-research-notes For more information related to this video: $CDLX Write-up: https://swany407.substack.com/p/chase-figg-intentions Market Cap as of 9.29.2022: ~$9.81 Share x 32.9M Shares ~ $323M Market Cap. Investment Material: Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Write-ups: https://swany407.substack.com/ Research Notes: https://www.swany407.com/research-notes Investing Checklist: https://www.swany407.com/investingchecklist Courses: https://www.swany407.com/courses Screener : https://www.swany407.com/finviz Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
Cardlytics $CDLX: Chase Updates (Related to Figg and the New Ad Server)
Summary of findings related to Chase moving / in-progress of migrating to CDLX’s new AWS ad server. 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 For more information related to this video: $CDLX Write-up: https://swany407.substack.com/p/chase-updates-2022 Market Cap as of 9.21.2022: ~$11.5/Share x 32.9M Shares ~ $378M Market Cap. Investment Material: Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Write-ups: https://swany407.substack.com/ Research Notes: https://www.swany407.com/research-notes Investing Checklist: https://www.swany407.com/investingchecklist Courses: https://www.swany407.com/courses Screener : https://www.swany407.com/finviz Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)