Swany407's Investment Podcast

Austin Swanson
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Swany407's Investment Podcast

Discussing investment ideas that I find most interesting.

  1. 2023/08/09

    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)

    1 小时

  2. 2023/03/17

    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)

    21 分钟

  3. 2022/12/23

    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)

    1 小时 33 分钟

  4. 2022/09/29

    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)

    1 小时 23 分钟

  5. 2022/09/21

    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)

    1 小时 1 分钟

  6. 2022/09/15

    Cardlytics $CDLX: Similarities to a 100 Bagger

    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)

    51 分钟

  7. 2022/08/11

    Cardlytics $CDLX: CDLX 2.0 (Chase Acquiring Figg, New CEO, New Banks, BofA Renewal, 22Q2 Earnings, and more)

    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: Chase Acquiring Figg (with updated expected value calculations with dilution) New CEO (Karim Temsamani) New Banks / Neobanks (including AmEx) BofA Renewal The Marquee Dosh Partner Bridg 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)

    1 小时 11 分钟

  8. 2022/05/09

    Cardlytics $CDLX: Current Price Decline, Short Thesis, and Q1 2022 Earnings

    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)

    1 小时 46 分钟
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Discussing investment ideas that I find most interesting.

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