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$CDLX Report #38: Change with Chase Offers, large advertiser possibly changing ad spend, new CDLX bank with ambitious goals, updated CDLX page, new advertisers, changes in Chase-sourced offers, and more. swany407.substack.com/p/cdlx-researc…
“One of our large banks have seen twice as many mobile activation since they improved the program visibility.” - $CDLX, Q1 2022.
“One of our large banks have seen twice as many mobile activation since they improved the program visibility.” - $CDLX, Q1 2022.
$CVNA adjusted EBITDA now significantly exceeds CapEx and interest expense:
$CVNA adjusted EBITDA now significantly exceeds CapEx and interest expense: https://t.co/5weIq9i7Es
$CVNA CEO Ernie Garcia:
$CVNA CEO Ernie Garcia: https://t.co/vJ5Qj6ugB2
$CVNA sets new Q1 records on key profitability metrics: Net Income $49 million; Adjusted EBITDA $235 million $CVNA expects sequential increases in YoY retail unit growth rate and Adjusted EBITDA in Q2.
$CVNA sets new Q1 records on key profitability metrics: Net Income $49 million; Adjusted EBITDA $235 million $CVNA expects sequential increases in YoY retail unit growth rate and Adjusted EBITDA in Q2.
$CVNA Announces Record First Quarter 2024 Results businesswire.com/news/home/2024…
$CDLX Report #37: New unique day with special offers in one bank, new interview, new advertisers, returning advertisers, new job listings, changes in Chase-sourced offers, and more. swany407.substack.com/p/cdlx-researc…
$CDLX Announces Timing of Its First Quarter 2024 Earnings Release: Cardlytics today announced that its first quarter ended March 31, 2024 financial results will be released on May 8, 2024, after market close.
$CDLX Report #36: New trends and spend from a very large advertiser, new Chase email, new Venmo promotion, new advertisers, changes in employees, and more. swany407.substack.com/p/cdlx-researc…
$CDLX: Important New Observation - Part 3 (Research Note #246) swany407.substack.com/p/cdlx-researc…
$CDLX: Important New Observation - Part 2 (Research Note #245) swany407.substack.com/p/cdlx-researc…
$CDLX: Important New Observation (Research Note #244) swany407.substack.com/p/cdlx-researc…
$CDLX Report #35: New senior hire in a brand new growth area, change on Chase app, new Chase email, new board member, new and returning advertisers, and more. swany407.substack.com/p/cdlx-researc…
$CDLX: Liane Hornsey Appointed to Cardlytics Board of Directors ir.cardlytics.com/news-releases/…
$CDLX Report #34: New offer constructs, new testing of cash-back percentages, new senior hires, new advertisers, and more. swany407.substack.com/p/cdlx-researc…
New blog post tossed up regarding the prediction competition I'm holding. Not related to any stock specifically, but hopefully an interesting read and a way to get paid while supporting my content. Link in bio as always and appreciate shares! clarity-markets.com
Maybe one of the best reviews of my Substack I’ve received. Thanks @IndraStocks!
Maybe one of the best reviews of my Substack I’ve received. Thanks @IndraStocks! https://t.co/cF7na3gkkh
$CDLX Report #33: AmEx details and numbers, development with Chase, Dosh and Texas observation, impact of Visa and Mastercard settlement, and more. swany407.substack.com/p/cdlx-researc…
Indra @IndraStocks
4K Followers 679 Following Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. 99% of this isn't serious, keep it fun.
Brandon Beylo @marketplunger1
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Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
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27K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
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Pythia Capital, Baron.. @PythiaR
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Frederik Christopher .. @NeckarValue
85K Followers 1K Following ✍ money & a meaningful life The world as we know it is dying, a new one will be born.
Idea Hive @ideahive
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Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
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Le Shrub🌳🔥🇺�.. @agnostoxxx
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Wonderful of the Munger family to continue to host the Friday Charlie Munger dinner. It is now called the Munger Family dinner. Looking forward to the BRK meeting tomorrow. It was a joy to break bread with @BillGates and Li Lu and share our memories of Charlie.
To have meaning in your life it seems you have to find a way to create meaning. Pursuit of mastery is certainly one great way to create meaning. Black coffee is another way
Gotta get the reps in! I like how he links mastering a skill to fulfillment. My own view is it's not even mastery itself but the pursuit of mastery that is the fulfilling part. And to do that is a lot of grunt work. The process of completing the work is what brings fulfillment.…
This was incredible —and motivating! Andrew Huberman @hubermanlab on @jockowillink podcast describing me as “an ultra nerd” and Founders as a “spectacular podcast”
Not too shabby. Always somewhat surprising that alt data can be significant alpha with $CVNA. For whatever reason a lot of people just refuse to believe what's going on under the hood
Quick little $CVNA blog posted ahead of earnings. Link in bio as usual. Tldr is that I have a positive inclination towards near term results, but durable growth is what really matters and that isn't necessarily going to be in the report. Economics are and have been fantastic.
Any other Chase users have their Chase Offers section move up on the app homepage? Mine moved much closer towards the accounts section of the home page. Small changes like this can lead to massive discovery. $cdlx
RBC's $CVNA note had a "what the bulls liked" and a "what the bears liked" section. What the bears liked section was blank.
Cliff Sosin is gonna be one of the all time fund management comeback stories
$CVNA is rapidly becoming less complex and is one of the most compelling growth stories out there. Unit economics are outstanding and best-in-class. They are blowing away expectations. Really amazing to see how far they've come, but there's a long way to go still.
Quick little $CVNA blog posted ahead of earnings. Link in bio as usual. Tldr is that I have a positive inclination towards near term results, but durable growth is what really matters and that isn't necessarily going to be in the report. Economics are and have been fantastic.
Will do a quick article - but this is basically the gist for $CVNA. Unit economics great, growth is coming in per the data. Management is good, mousetrap is good, economics are good, growth is happening, pretty easy story to believe in.
Our $CVNA data indicates that Q1 unit sales were in the realm of 91-92k units, +13% YoY and higher than any quarter in 2023 while boasting higher ASP's QoQ The trend has continued into Q2 which is currently up 30% YoY QTD and potentially breaking into 6 digits for unit sales.
Our $CVNA data indicates that Q1 unit sales were in the realm of 91-92k units, +13% YoY and higher than any quarter in 2023 while boasting higher ASP's QoQ The trend has continued into Q2 which is currently up 30% YoY QTD and potentially breaking into 6 digits for unit sales.
It was an honor to be a guest on @WilliamGreen72's #RicherWiserHappier podcast
I'm delighted to share the latest episode of the #RicherWiserHappier podcast: a very rare, in-depth interview with Bryan Lawrence—a terrific hedge fund manager who is one of the most thoughtful investors I know. To listen: link.chtbl.com/RWH044
The $78.50 is the cash back I've received from the offers I've redeemed since I got this card in November. And below that it shows some recent offers that I have redeemed. I've also noticed that the offers lead to me being in the Chase app more than other bank apps. And I'm more…
New $CDLX blog post - link in bio. Essentially I think it's cheap or reasonably priced assuming AmEx is worth $0, and AmEx could be worth a lot more than the current EV. Pretty good setup if I'm not totally missing something.
Personal life mostly caught up after being sick for over a week, was fun. Back to stock updates soon and dm replies. Article on $CDLX probably Monday. In the meantime go sub to @Swany407 for some good updates as we approach earnings!
Very, very excited about the Spring 2024 emerging manager roundtable in May! The six participants have now been chosen. Consists of six long equity stockpickers (largest firm has $11 million of AUM today, most are single digit millions - but who show tremendous promise) getting…
This morning, my life changed forever. I’m a father to a beautiful 8lb baby girl. She has no idea how much she’s already loved.
New blog post tossed up regarding the prediction competition I'm holding. Not related to any stock specifically, but hopefully an interesting read and a way to get paid while supporting my content. Link in bio as always and appreciate shares! clarity-markets.com
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