Swany407's Investment Podcast

By: Austin Swanson
  • Summary

  • Discussing investment ideas that I find most interesting.
    Swany407 2021
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Episodes
  • Cardlytics ($CDLX): Q2 2023 Earnings
    Aug 9 2023
    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 ~ $516M Market Cap.
    Investment Material:
    • Website: http://swany407.com
    • Twitter: https://twitter.com/Swany407/
    • Write-ups: https://swany407.substack.com/
    • Research Notes: https://swany407.substack.com/p/all-research-notes
    • Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
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    1 hr
  • Cardlytics ($CDLX): Chase Launches the New User Experience
    Mar 17 2023
    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 ~ $108M Market Cap.
    Investment Material:
    • Website: http://swany407.com
    • Twitter: https://twitter.com/Swany407/
    • Write-ups: https://swany407.substack.com/
    • Research Notes: https://swany407.substack.com/p/all-research-notes
    Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
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    21 mins
  • Cardlytics ($CDLX): Updates on Investment Prospects, Liquidity, and Bridg Earnouts
    Dec 23 2022

    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)

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    1 hr and 33 mins

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