Swany407's Investment Podcast
Swany407's Investment Podcast

Swany407's Investment Podcast

Austin Swanson

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Episodes

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Discussing investment ideas that I find most interesting.

Recent Episodes

Cardlytics ($CDLX): Q2 2023 Earnings
AUG 9, 2023
Cardlytics ($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: <a href="https://swany407.substack.com/p/cdlx-research-notes-updates">https://swany407.substack.com/p/cdlx-research-notes-updates</a>For more information related to this video: <ul><li>$CDLX Write-up: <a href="https://swany407.substack.com/p/q2-2023">https://swany407.substack.com/p/q2-2023</a></li><li> <strong>Market Cap as of 8.9.2023</strong>: ~$13.70 / Share x 37.7 Shares ~<strong> $516M </strong>Market Cap.</li></ul>Investment Material:<ul><li>Website: <a href="http://swany407.com">http://swany407.com</a> </li><li>Twitter: <a href="https://twitter.com/Swany407/">https://twitter.com/Swany407/</a> </li><li>Write-ups: <a href="https://swany407.substack.com/">https://swany407.substack.com/</a> </li><li>Research Notes: <a href="https://swany407.substack.com/p/all-research-notes">https://swany407.substack.com/p/all-research-notes</a> </li><li>Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: <a href="https://www.swany407.com/disclaimer">https://www.swany407.com/disclaimer</a>. Austin Swanson (Swany407)</li></ul>
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60 MIN
Cardlytics ($CDLX): Chase Launches the New User Experience
MAR 17, 2023
Cardlytics ($CDLX): Chase Launches the New User Experience
Confirmation of Chase on the new ad server. Unlocks new UI, new offer constructs, new ad budgets, and more. For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: <ul><li>$CDLX Qualitative Research Notes: <a href="https://swany407.substack.com/p/cdlx-qual-research-notes">https://swany407.substack.com/p/cdlx-qual-research-notes</a> </li><li>$CDLX Quantitative Research Notes: <a href="https://swany407.substack.com/p/cdlx-quant-research-notes">https://swany407.substack.com/p/cdlx-quant-research-notes</a> </li></ul>For more general information on Research Notes: <a href="https://swany407.substack.com/p/cdlx-research-notes">https://swany407.substack.com/p/cdlx-research-notes</a> For more information related to this video: <ul><li>$CDLX Write-up: <a href="https://swany407.substack.com/p/chase-launches-new-user-experience">https://swany407.substack.com/p/chase-launches-new-user-experience</a> </li><li>Market Cap as of 3.17.2023: ~$3.20 / Share x 33.6M Shares ~ $108M Market Cap. </li></ul>Investment Material: <ul><li>Website: <a href="http://swany407.com">http://swany407.com</a> </li><li>Twitter: <a href="https://twitter.com/Swany407/">https://twitter.com/Swany407/</a> </li><li>Write-ups: <a href="https://swany407.substack.com/">https://swany407.substack.com/</a> </li><li>Research Notes: <a href="https://swany407.substack.com/p/all-research-notes">https://swany407.substack.com/p/all-research-notes</a> </li></ul>Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: <a href="https://www.swany407.com/disclaimer">https://www.swany407.com/disclaimer</a>. Austin Swanson (Swany407)
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20 MIN
Cardlytics ($CDLX): Updates on Investment Prospects, Liquidity, and Bridg Earnouts
DEC 23, 2022
Cardlytics ($CDLX): Updates on Investment Prospects, Liquidity, and Bridg Earnouts
<p>Why CDLX continues to be one of the most attractive investments, and the current misconceptions related to liquidity / dilution / Bridg earnouts.</p><p>For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:</p><ul><li><p>$CDLX Qualitative Research Notes: <a href="https://swany407.substack.com/p/cdlx-qual-research-notes">https://swany407.substack.com/p/cdlx-qual-research-notes</a></p></li><li><p>$CDLX Quantitative Research Notes: <a href="https://swany407.substack.com/p/cdlx-quant-research-notes">https://swany407.substack.com/p/cdlx-quant-research-notes</a></p></li><li><p>For more general information on Research Notes: <a href="https://swany407.substack.com/p/cdlx-research-notes">https://swany407.substack.com/p/cdlx-research-notes</a></p></li></ul><p>For more information related to this video:</p><ul><li><p>$CDLX Write-up: <a href="https://swany407.substack.com/p/updated-investment-prospects"><strong>https://swany407.substack.com/p/updated-investment-prospects</strong></a></p></li><li><p><strong>Market Cap as of 12.22.2022</strong>: ~$4.74 Share x 33.2M Shares ~<strong> $157M </strong>Market Cap.</p></li></ul><p>Investment Material:</p><ul><li><p>Website: <a href="http://swany407.com">http://swany407.com</a></p></li><li><p>Twitter: <a href="https://twitter.com/Swany407/">https://twitter.com/Swany407/</a></p></li><li><p>Write-ups: <a href="https://swany407.substack.com/">https://swany407.substack.com/</a></p></li><li><p>Research Notes: <a href="https://swany407.substack.com/p/all-research-notes">https://swany407.substack.com/p/all-research-notes</a></p></li></ul><p>Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: <a href="https://www.swany407.com/disclaimer">https://www.swany407.com/disclaimer</a>. Austin Swanson (Swany407)</p>
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93 MIN
Cardlytics ($CDLX): Clues of Chase's Intentions with Figg
SEP 29, 2022
Cardlytics ($CDLX): Clues of Chase's Intentions with Figg
<p>New Chase platform, statements by Chase to CDLX, Figg's tech and capabilities, related job openings at Figg, matching timelines, comments by employees, and much more. </p><p>For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: </p><ul><li><p>$CDLX Qualitative Research Notes: <a href="https://swany407.substack.com/p/cdlx-qual-research-notes">https://swany407.substack.com/p/cdlx-qual-research-notes</a> </p></li><li><p>$CDLX Quantitative Research Notes: <a href="https://swany407.substack.com/p/cdlx-quant-research-notes">https://swany407.substack.com/p/cdlx-quant-research-notes</a> </p></li><li><p>For more general information on Research Notes: <a href="https://swany407.substack.com/p/cdlx-research-notes">https://swany407.substack.com/p/cdlx-research-notes</a> </p></li></ul><p>For more information related to this video: </p><ul><li><p>$CDLX Write-up: <strong><a href="https://swany407.substack.com/p/chase-figg-intentions">https://swany407.substack.com/p/chase-figg-intentions</a></strong></p></li><li><p>Market Cap as of 9.29.2022: ~$9.81 Share x 32.9M Shares ~ $323M Market Cap.</p></li></ul><p>Investment Material:</p><ul><li><p>Website: <a href="http://swany407.com">http://swany407.com</a> </p></li><li><p>Twitter: <a href="https://twitter.com/Swany407/">https://twitter.com/Swany407/</a> </p></li><li><p>Write-ups: <a href="https://swany407.substack.com/">https://swany407.substack.com/</a> </p></li><li><p>Research Notes: <a href="https://www.swany407.com/research-notes">https://www.swany407.com/research-notes</a> </p></li><li><p>Investing Checklist: <a href="https://www.swany407.com/investingchecklist">https://www.swany407.com/investingchecklist</a></p></li><li><p>Courses: <a href="https://www.swany407.com/courses">https://www.swany407.com/courses</a> </p></li><li><p>Screener : <a href="https://www.swany407.com/finviz">https://www.swany407.com/finviz</a></p></li></ul><p>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: <a href="https://www.swany407.com/disclaimer.">https://www.swany407.com/disclaimer.</a> </p><p>Austin Swanson (Swany407)</p>
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82 MIN
Cardlytics $CDLX: Chase Updates (Related to Figg and the New Ad Server)
SEP 21, 2022
Cardlytics $CDLX: Chase Updates (Related to Figg and the New Ad Server)
<p>Summary of findings related to Chase moving / in-progress of migrating to CDLX’s new AWS ad server.</p><p>For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: </p><ul><li><p>$CDLX Qualitative Research Notes: <a href="https://swany407.substack.com/p/cdlx-qual-research-notes">https://swany407.substack.com/p/cdlx-qual-research-notes</a> </p></li><li><p>$CDLX Quantitative Research Notes: <a href="https://swany407.substack.com/p/cdlx-quant-research-notes">https://swany407.substack.com/p/cdlx-quant-research-notes</a> </p></li><li><p>For more general information on Research Notes: <a href="https://swany407.substack.com/p/cdlx-research-notes">https://swany407.substack.com/p/cdlx-research-notes</a> </p></li></ul><p>For more information related to this video: </p><ul><li><p>$CDLX Write-up: <strong><a href="https://swany407.substack.com/p/chase-updates-2022">https://swany407.substack.com/p/chase-updates-2022</a></strong></p></li><li><p><strong>Market Cap as of 9.21.2022</strong>: ~$11.5/Share x 32.9M Shares ~<strong> $378M </strong>Market Cap.</p></li></ul><p>Investment Material: </p><ul><li><p>Website: <a href="http://swany407.com">http://swany407.com</a></p></li><li><p>Twitter: <a href="https://twitter.com/Swany407/">https://twitter.com/Swany407/</a> </p></li><li><p>Write-ups: <a href="https://swany407.substack.com/">https://swany407.substack.com/</a> </p></li><li><p>Research Notes: <a href="https://www.swany407.com/research-notes">https://www.swany407.com/research-notes</a> </p></li><li><p>Investing Checklist: <a href="https://www.swany407.com/investingchecklist">https://www.swany407.com/investingchecklist</a> </p></li><li><p>Courses: <a href="https://www.swany407.com/courses">https://www.swany407.com/courses</a> </p></li><li><p>Screener : <a href="https://www.swany407.com/finviz">https://www.swany407.com/finviz</a> </p></li><li><p>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: <a href="https://www.swany407.com/disclaimer.">https://www.swany407.com/disclaimer.</a> </p></li><li><p>Austin Swanson (Swany407)</p></li></ul>
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61 MIN