Swany407's Investment Podcast

• $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.

• 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)

• $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

• $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.

• 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

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)

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)

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)

Why Cardlytics is currently in a similar situation to when Buffett and Munger invested into the Washington Post, which became a 100x investment.

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/100bagger

• Market Cap as of 9.15.2022: ~$12.3/Share x 32.9M Shares ~ $405M 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)

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, 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/q2-2022

• Market Cap as of 8.11.2022: ~$16/Share x 32.9M Shares ~ $525M 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)

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://swany407.substack.com/p/cdlx-research-notes

For more information related to this video:

• $CDLX Write-up: https://swany407.substack.com/p/q1-2022

• Market Cap as of 5.8.2022: $31.24/Share x 34.1M Shares ~ $1.1B 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 Investment Courses

• Analyzing Stocks & Businesses: https://swany407.teachable.com/p/analyze

• Follow, Sleuth, Scuttlebutt, and Investigate Investments: https://swany407.teachable.com/p/follow

• Property Management: https://swany407.teachable.com/p/property-management

• 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)

Open Banking has the potential to generate significant cash flow for Cardlytics with an extremely long runway. Better yet, it is completely ignored by most investors.

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/open-banking

• Market Cap as of 4.6.2022: $51/Share x 33.7M Shares ~ $1.7B 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

Investment Courses:

• Analyzing Stocks & Businesses: https://swany407.teachable.com/p/analyze

• Follow, Sleuth, Scuttlebutt, and Investigate Investments: https://swany407.teachable.com/p/follow

• Property Management: https://swany407.teachable.com/p/property-management

• For a limited time, use coupon code "YouTube" for $407 off

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.

Discussions on the Entertainment Acquisition, Ad Agencies, Bridg, Neobanks/Fintechs, Open Banking, BofA, New Ad Server and Q4 and Full Year 2021 Numbers.

Market Cap as of 3.11.2022: $49/Share x 33.7M Shares ~ $1.7B Market Cap.

For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:

• $CDLX Qualitative Notes: https://swany407.substack.com/p/cdlx-qual-research-notes

• $CDLX Quantitative 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

$CDLX Write-up: https://swany407.substack.com/p/q4-2021

Investment Material:

• Website: http://swany407.com

• Twitter: https://twitter.com/Swany407/

• Apple Podcasts: https://apple.co/3uYyER6

• Spotify Podcasts: https://spoti.fi/3uYAqBQ

• Write-ups: https://swany407.substack.com/

• Research Notes: https://www.swany407.com/research-notes

• Checklist: https://www.swany407.com/investingchecklist

• Courses: https://swany407.teachable.com/courses

• Books: https://www.swany407.com/books

• Screener : https://www.swany407.com/finviz

• Consulting: https://www.swany407.com/consulting

• 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.