Austin Swanson @Swany407 Twitter profile

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Austin Swanson

@Swany407

7 months

$CDLX 1 year ago:

Austin Swanson

@Swany407

2 years

$CDLX < $100M market cap. Been buying as much as I can.

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Austin Swanson

@Swany407

2 years

Newest member of the family! Emma and I’s first kid. Couldn’t be happier.

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Austin Swanson

@Swany407

4 years

Going to keep a running thread of $CDLX observations. Maybe someone else will benefit from my monitoring of Cardlytics, Dosh, and Venmo Offers. If not, at least I’ll have something to reference in the future to see what may have been warning signs, or clues to success.

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Austin Swanson

@Swany407

1 year

Cliff Sosin just filed a 13D with $CDLX. From what I’ve heard from large shareholders, he is seeking a single board seat (rather than 3), with Cliff fully supporting Karim. Not sure how this could be anything other than great news for $CDLX shareholders if he gets on.

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Austin Swanson

@Swany407

7 months

$CDLX: On March 14, 2024, Cardlytics, Inc. (the “Company”) entered into an agreement (the “Agreement”) with American Express Travel Related Services Company, Inc. (“AXP”).

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Austin Swanson

@Swany407

8 months

$CDLX: Starbucks is back.

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Austin Swanson

@Swany407

8 months

$SBUX, $CMG, and $TGT all returning in Q1, and new large advertisers like $LULU joining in Q1, are likely decent signs that $CDLX's shift in focus from profitability and now to growth is paying off. Especially when combined with seeing the new job listings all focused on growth.

Indra

@IndraStocks

8 months

Sbux could single handedly grow $CDLX >15% this year. Add in CMG and TGT plus expanding accounts and story could get really pretty really quickly

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Austin Swanson

@Swany407

7 months

$CDLX CEO Karim Temsamani’s LinkedIn post today:

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Austin Swanson

@Swany407

5 months

$CDLX: New Form 4 from Clifford Sosin of CAS Investment Partners

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Austin Swanson

@Swany407

1 year

$CDLX: "Milestone moment for Cardlytics - 100% reach on mobile of our new experience with one of our largest FI partners."

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Austin Swanson

@Swany407

2 years

I've been adding as much as possible to $CDLX and $CVNA on the way down. Today was likely the last significant sum I will be able to add for now. Tapped every resource I can while still feeling comfortable. Currently 60/40 between the two. Most fun I've had since March 2020!

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Austin Swanson

@Swany407

1 year

$CDLX Q2 2023 Results: Revenue: $76.7M (vs guidance of $65M to $74M) Adj Contribution: $37.5M (vs guidance of $32M to $38M) Adj EBITDA: -$4.1M (vs guidance of -$10M to -$6M)

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Austin Swanson

@Swany407

2 years

A lot of good updates today from the $CDLX Q1 2022 earnings call and updated presentations. The following are my notes and thoughts on the items that most stood out:

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Austin Swanson

@Swany407

1 year

Had a great discussion on $CDLX with @afterinvestor today:

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Austin Swanson

@Swany407

1 year

$CDLX: Here is the clip of Jamie Dimon saying he thinks Offers will be bigger than Travel when all is said and done.

Austin Swanson

@Swany407

1 year

$CDLX Observation 173: "I think offers will be bigger than travel when all is said and done personally." - James Dimon, JPMorgan Chase Investor Day 2023

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Austin Swanson

@Swany407

2 years

Celebrating our 4 year wedding anniversary tonight

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Austin Swanson

@Swany407

2 years

$CDLX announces updated guidance for first quarter 2023 financial results:

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Austin Swanson

@Swany407

1 year

$CDLX Appoints Alex Mishurov to its Board of Directors "In connection with Mishurov’s appointment, Cardlytics entered into a cooperation agreement with CAS Investment Partners, a 14.4% stockholder of the Company."

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Austin Swanson

@Swany407

3 years

It’s here! $CVNA

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Austin Swanson

@Swany407

1 year

$CDLX Q3 2023 Guidance: Revenue: $75M to $84M Adj Contribution: $39M to $45M Adj EBITDA: -$2M to $2M

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Austin Swanson

@Swany407

1 year

I had to reread the $CDLX 8-K multiple times. Still shocked. Didn't think there was anyway this would occur before the November 2025 renewal date.

Austin Swanson

@Swany407

1 year

Looks like $CDLX's rev share to Chase decreased June 1st. This is VERY big. Even small changes in this % would have a very large impact on $CDLX's bottom line, since this is purely incremental with no additional expenses. Speaks a lot to the $CDLX / Chase partnership.

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Austin Swanson

@Swany407

3 years

Incredible surprise from @Carvana this morning. I got a call, and at the end the representative said they will be sending me a check for $250 as a way to apologize for the delays! It’s not the amount, it’s that it was completely unexpected and unprompted, and showed they cared.

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Austin Swanson

@Swany407

1 year

$CDLX: Needham raises price target from $10 to $19. "Solid Results / Outlook - Positive FCF Comes Faster Than Expected" "We view the risk-reward as favorable for small-cap growth investors seeking an asset well positioned to thrive once economic conditions improve."

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Austin Swanson

@Swany407

2 months

$CDLX: New Form 4s from multiple board members purchasing shares.

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Austin Swanson

@Swany407

7 months

$CDLX: New Form 4 from Clifford Sosin of CAS Investment Partners

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Austin Swanson

@Swany407

3 years

Nearly finished with my $CDLX analysis on "The Power of Bridg" By far my most in-depth analysis, let alone on just one aspect of CDLX. However, I explored many more businesses for this work. Screenshot as a preview (majority of pages are footnotes, to separate all the details):

Austin Swanson

@Swany407

3 years

“The Bridg acquisition, I have said repeatedly, investors are going to look back two years from now and say, ‘how did we miss this thing’, because it’s a gold mine.” "I don't think investors have internalized Bridg at all." - Lynne Laube at today's Needham Growth Conference

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Austin Swanson

@Swany407

3 years

Quite a bit of good news from the $CDLX earnings call and the related updated information released. Below are a few noteworthy highlights:

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Austin Swanson

@Swany407

1 year

Them: “Don’t fall in love with your companies.” Me with $CVNA:

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Austin Swanson

@Swany407

7 months

$CDLX: Another Form 4 from Clifford Sosin of CAS Investment Partners

Austin Swanson

@Swany407

7 months

$CDLX: New Form 4 from Clifford Sosin of CAS Investment Partners

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Austin Swanson

@Swany407

1 year

Plan to do a detailed post on $CDLX earnings soon. Had in my last post some different ways we could see a decrease in market price following earnings. #2 - #6 all occurred to some extent. Sharing this since I believe it partially explains some of the sell off, but not all.

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Austin Swanson

@Swany407

9 months

$CDLX Fourth Quarter 2023 Preliminary Results

Austin Swanson

@Swany407

9 months

$CDLX Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023 Results

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Austin Swanson

@Swany407

3 years

$CDLX presented yesterday at the Raymond James 2021 Technology Investors Conference. The following thread contains some quick notes on the highlights related to: Misunderstood by Investors SKU BofA Renewal Local and SMBs Travel Future Revenue Future EBITDA Higher Engagement

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Austin Swanson

@Swany407

2 years

“Carvana Insurance Built with Root” V2 of Root’s Carvana product. 30 second demo: Details in the thread below. $CVNA $ROOT

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Austin Swanson

@Swany407

7 months

$CDLX today completed its private offering of $172.5M of its 4.25% Convertible Senior Notes due 2029. $CDLX used $169.3M net proceeds from the Offering + cash on hand to repurchase for cash $183.9M of the Convertible Senior Notes due 2025.

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Austin Swanson

@Swany407

3 years

Big News: Baby Swanson June 2022!

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Austin Swanson

@Swany407

7 months

$CDLX: Craig-Hallum upgrades after 'impressive quarter'

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Austin Swanson

@Swany407

1 year

$CDLX: Finance Veteran Scott A. Hill appointed to Cardlytics Board of Directors

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Austin Swanson

@Swany407

8 months

$CDLX: SBUX offer is appearing on more Chase cards today.

Austin Swanson

@Swany407

8 months

$CDLX: Starbucks is back.

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Austin Swanson

@Swany407

1 year

$CDLX: Bridg posted the following article about Dollar General’s retail media network (Karim + Amit Gupta reposted) ( $DG is a confirmed Bridg client) 51 advertisers in 2023 + hopes to add another 100 smaller advertisers by 2024 Even discussed incrementality and iROAS.

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Austin Swanson

@Swany407

6 months

“One of our large banks have seen twice as many mobile activation since they improved the program visibility.” - $CDLX, Q1 2022.

Henry

@Singletonville

6 months

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

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Austin Swanson

@Swany407

2 years

$CDLX: Chase’s new user experience is officially on one of my accounts.

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Austin Swanson

@Swany407

9 months

$CDLX Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023 Results

Cardlytics Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023...

The Investor Relations website contains information about Cardlytics's business for stockholders, potential investors, and financial analysts.

ir.cardlytics.com

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Austin Swanson

@Swany407

1 year

Received a very positive review from a paid subscriber of my $CDLX and $CVNA Research Notes:

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Austin Swanson

@Swany407

2 months

Quick $CDLX Update: Given items discussed in the Q2 Pre-Earnings Analysis post, I had a relatively small allocation to $CDLX. But with the new risk / reward profile + new info learned after the call, I bought more $CDLX today while under $3. Will email a $CDLX Q2 post soon.

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Austin Swanson

@Swany407

1 year

Wife bought me a gift for Father’s Day. I think I was more excited hearing she used a $CDLX offer for it!

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Austin Swanson

@Swany407

3 years

New $CDLX Video and Write-up: “New Observations, Upcoming Earnings Calls, and Updated Allocations” (Regarding Q3 and Q4 2021) Video: Write-up:

Cardlytics $CDLX: New Observations, Upcoming Earnings Calls, and Updated Allocations

Regarding Q3 and Q4 2021 (Q2 2021 discussed in prior a post)

swany407.substack.com

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Austin Swanson

@Swany407

1 year

$CDLX: Karim is still confident they will sign at least one major bank / fintech partner by the end of this year.

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Austin Swanson

@Swany407

12 days

$CDLX: Introducing the Cardlytics Insights Portal

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Austin Swanson

@Swany407

2 months

$CDLX: Yahoo DSP Partners with Rippl, Powered by Bridg

Yahoo DSP Partners with Planet Fitness, and Rippl, Powered by Bridg, to Drive Greater Commerce...

Partnerships bring even more commerce media capabilities, data, and inventory to the Yahoo DSP

www.advertising.yahooinc.com

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Austin Swanson

@Swany407

1 year

Might be one of the best reviews I’ve received so far:

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Austin Swanson

@Swany407

1 year

BRB, going to buy more $CDLX

Austin Swanson

@Swany407

1 year

@babykswanson Adding some qualification to it, assuming just $5 ARPU (which could be achieved in the not too distant future) leads to a high single digit multiple vs today, even accounting for significant dilution: ([$5 x 200M MAUs x (1 - 50% rev share) - $205 Cash OpEx & Delivery Costs] x (1

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Austin Swanson

@Swany407

4 months

$CVNA Carvana Showcases Proprietary Technology and Infrastructure Supporting Efficient, Scalable Operations During Investor Tour JPM: “CVNA’s competitive moat continues to widen” Needham: “We see CVNA's software platform as an unappreciated and widening competitive moat”

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Austin Swanson

@Swany407

1 year

@babykswanson Adding some qualification to it, assuming just $5 ARPU (which could be achieved in the not too distant future) leads to a high single digit multiple vs today, even accounting for significant dilution: ([$5 x 200M MAUs x (1 - 50% rev share) - $205 Cash OpEx & Delivery Costs] x (1

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Austin Swanson

@Swany407

3 years

Working on a new $CDLX write-up. Originally it was a small post discussing possibilities with POS systems like $PAR, $NCR, $TOST, & $SQ. However, new thoughts have led it to becoming a much larger write-up. My plan is to go into detail on the following comment from last month:

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Austin Swanson

@Swany407

2 years

$CDLX < $100M market cap. Been buying as much as I can.

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Austin Swanson

@Swany407

1 year

New $CDLX 8-K: "On June 29, 2023, Cardlytics, Inc. (the “Company”) entered into a Third Amendment (the “Amendment”) to Schedule #1 of that certain Master Agreement (the “Master Agreement”) with JPMorgan Chase Bank, National Association. Pursuant to the terms of the Amendment,

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Austin Swanson

@Swany407

7 months

Summary of the latest $CDLX Research Note on Q4 2023 earnings and the signing of AmEx:

Austin Swanson

@Swany407

7 months

$CDLX Q4 2023 Earnings (Research Note #239 ) AmEx details and numbers, reason for the $50M ATM stock offering, 2025 converts, other new banks, ADE, large advertisers, receipt-level offers, Rippl growth, financial results and guidance, and more.

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Austin Swanson

@Swany407

2 years

If you have ever been interested in $CDLX, now may be the time to take a closer look. I plan to release a new $CDLX write-up/video soon, going in depth on the current situation and investment prospects. Subscribe for free below to not miss the email:

Swanson Investment Research | Austin Swanson | Substack

Investment research, discoveries, and analysis on companies that I find most interesting. Click to read Swanson Investment Research, by Austin Swanson, a Substack publication with thousands of...

swany407.substack.com

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Austin Swanson

@Swany407

3 years

New $CDLX post: "The Power of Bridg (and Why CDLX is Undervalued)" One of my most in-depth write-ups. Most of the details are in the footnotes. First 10 mins of YT video / podcast is a good summary. Added timestamps on the YT if you want to more easily skip around. Enjoy!

Austin Swanson

@Swany407

3 years

Cardlytics $CDLX: The Power of Bridg (and Why CDLX is Undervalued) Video: Apple Podcasts: Spotify: Write-up:

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Austin Swanson

@Swany407

1 year

Another great trip to Omaha for the $BRK meeting. Nice to finally meet @MohnishPabrai in person, after years of watching all his videos.

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Austin Swanson

@Swany407

8 months

$CDLX: SBUX offer now on Dosh and Venmo. Same multi-tier offer of “Earn 10% back on all of your Starbucks app purchases, or earn 5% back on all other transactions”.

Austin Swanson

@Swany407

8 months

$CDLX: Starbucks is back.

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Austin Swanson

@Swany407

3 years

“The Bridg acquisition, I have said repeatedly, investors are going to look back two years from now and say, ‘how did we miss this thing’, because it’s a gold mine.” "I don't think investors have internalized Bridg at all." - Lynne Laube at today's Needham Growth Conference

Austin Swanson

@Swany407

3 years

“The Power of Bridg (and Why CDLX is Undervalued)” Plan to release this $CDLX write-up, video, and podcast soon. One of my favorites. Given the amount of detail, I decided to put the extra information in the footnotes for those interested.

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Austin Swanson

@Swany407

1 year

Following the good news, just got a push notification from US Bank + an email from Chase regarding $CDLX offers.

Austin Swanson

@Swany407

1 year

Looks like $CDLX's rev share to Chase decreased June 1st. This is VERY big. Even small changes in this % would have a very large impact on $CDLX's bottom line, since this is purely incremental with no additional expenses. Speaks a lot to the $CDLX / Chase partnership.

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Austin Swanson

@Swany407

1 year

I don’t think I really appreciated until now how much more CF this was vs in my liquidity projections following Q1. After Q1, I assumed Q2 cash flow would be -$13M vs the actual >+$5M. Big difference, leading to much more liquidity now for $CDLX.

Austin Swanson

@Swany407

1 year

$CDLX Q2 2023 Results: Operating Cash Flow >$5.7M this quarter.

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Austin Swanson

@Swany407

9 months

Podcast interview with $CDLX CEO, Karim Temsamani.

Karim Temsamani

@ktemsamani

9 months

I had a great time with Caesar Sengupta on the Live Long and Prosper podcast. We discussed career shifts, angel investing, and personal stories. Excited to share this episode.

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Austin Swanson

@Swany407

1 year

Good post on $CVNA and $CDLX:

Indra

@IndraStocks

1 year

New blog post on $CVNA $CDLX and some random musings. Link in bio.

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Austin Swanson

@Swany407

1 year

Looks like $CDLX's rev share to Chase decreased June 1st. This is VERY big. Even small changes in this % would have a very large impact on $CDLX's bottom line, since this is purely incremental with no additional expenses. Speaks a lot to the $CDLX / Chase partnership.

Austin Swanson

@Swany407

1 year

New $CDLX 8-K: "On June 29, 2023, Cardlytics, Inc. (the “Company”) entered into a Third Amendment (the “Amendment”) to Schedule #1 of that certain Master Agreement (the “Master Agreement”) with JPMorgan Chase Bank, National Association. Pursuant to the terms of the Amendment,

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Austin Swanson

@Swany407

7 months

$CDLX: New bank partnerships likely come with lower rev share. But one possibility is no rev share with $AXP on $CDLX-sourced offers. Other announcements mention billings / revenue share. Language changed in $AXP announcement. Only mentions paying the consumer incentive.

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Austin Swanson

@Swany407

5 months

$CVNA

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Austin Swanson

@Swany407

10 months

“Why the Future of Retail Media is Not Media But Shopper Data” By Amit Gupta, $CDLX COO, Bridg GM

Why the future of retail media is not media but shopper data

With access to individual shopper data at scale, advertisers gain access to previously unavailable insights that drive enhanced shopper engagement and maximized ROI.

adage.com

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Austin Swanson

@Swany407

1 year

$CDLX: Was nice having more than 1 question on the call this quarter!

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Austin Swanson

@Swany407

1 year

I had not previously thought about some of these benefits for $CDLX with JPM leaning in so much to the partnership, at least not from this perspective:

Indra

@IndraStocks

1 year

New blog post on $CVNA $CDLX and some random musings. Link in bio.

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Austin Swanson

@Swany407

2 years

$CDLX: Chase is live with the new UI.

Clifford Sosin

@CliffordSosin

2 years

$cdlx

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Austin Swanson

@Swany407

6 months

$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.

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Austin Swanson

@Swany407

3 years

Thread of all my Cardlytics $CDLX write-ups and videos. Posted in order of date published.

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Austin Swanson

@Swany407

1 year

$CDLX: Bridg Launches Rippl Data and Media Network

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Austin Swanson

@Swany407

1 year

$CDLX: I like seeing this increase in Adj EBITDA.

Austin Swanson

@Swany407

1 year

$CDLX: Q4 2023 Guidance

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Austin Swanson

@Swany407

9 months

Nick Lynton, Chief Legal and Privacy Officer at $CDLX:

Austin Swanson

@Swany407

9 months

$CDLX Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023 Results

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Austin Swanson

@Swany407

1 year

$CVNA: “Expects To Achieve Adjusted EBITDA above $50 Million and Total Gross Profit Per Unit above $6,000 in Second Quarter 2023” Slides for today’s presentation:

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Austin Swanson

@Swany407

8 months

$CVNA: Five reasons Carvana currently sits in its strongest position ever:

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Austin Swanson

@Swany407

1 year

$CVNA Updated Q3 2023 Outlook

Austin Swanson

@Swany407

1 year

$CVNA J.P. Morgan Automotive Conference August 9, 2023 PDF Presentation:

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Austin Swanson

@Swany407

1 year

$CDLX Q2 2023 Call: Karim mentioned all key numbers are showing improvement with the new user experience, with not only engagement / activations, but including redemptions. That was one of the key items I was waiting for confirmation on.

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Austin Swanson

@Swany407

2 years

$CDLX actually did it… $CDLX successfully got their Entertainment offers in AmEx. This is huge. This was CDLX’s stated first step to partnering with AmEx. More details here:

American Express Offers Marketplace

Welcome to… | Offers Marketplace

www.americanexpress.com

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Austin Swanson

@Swany407

7 months

$CDLX: Form 4 from Clifford Sosin of CAS Investment Partners for the 4.25% Convertible Senior Notes due 2029

Austin Swanson

@Swany407

7 months

$CDLX: Another Form 4 from Clifford Sosin of CAS Investment Partners

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Austin Swanson

@Swany407

2 years

Happy Thanksgiving!

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Austin Swanson

@Swany407

10 months

$CDLX renews with Lloyds through December 31, 2026.

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Austin Swanson

@Swany407

8 months

$CDLX Announces Timing of Its Fourth Quarter and Full Year 2023 Financial Results Conference Call and Webcast "Fourth quarter ended December 31, 2023 financial results will be released on March 14, 2024, after market close."

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Austin Swanson

@Swany407

7 months

Nice to see some buying of $CDLX!

Austin Swanson

@Swany407

7 months

$CDLX: New Form 4 from Clifford Sosin of CAS Investment Partners

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Austin Swanson

@Swany407

2 years

BofA renewed with $CDLX through July 31, 2025.

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Austin Swanson

@Swany407

1 year

Glad I didn’t post yet. Just received a very high cash-back $CDLX offer. Also from an advertiser I have never seen in the channel before. Will add to the data.

Austin Swanson

@Swany407

1 year

Updating this $CDLX data today. Will also be discussing: • Another offer with a new offer construct • Offers that could have high redemption rates • Interesting new trends in redemptions and number of offers • New job listings • A change with order / ranking of offers

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Austin Swanson

@Swany407

1 year

Posted Portfolio Update #9 (9/1/2023) I discuss: • Current allocations of $CDLX & $CVNA • Returns (net worth increased 9.96x YTD from $CDLX & $CVNA + added + leverage, at ATH) • Updates on $CDLX & $CVNA • Summary of recent allocations, prices, and actions

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Austin Swanson

@Swany407

1 year

Also under discussed is the potential of $CDLX paying out significantly less for the Bridg earnouts than originally communicated, increasing their liquidity even more (and by a large amount). I have a very in-depth post on this that I plan to release soon.

Austin Swanson

@Swany407

1 year

I don’t think I really appreciated until now how much more CF this was vs in my liquidity projections following Q1. After Q1, I assumed Q2 cash flow would be -$13M vs the actual >+$5M. Big difference, leading to much more liquidity now for $CDLX.

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Austin Swanson

@Swany407

1 year

$CDLX > $400M market cap now. >4x in ~4 months.

Austin Swanson

@Swany407

2 years

$CDLX < $100M market cap. Been buying as much as I can.

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Austin Swanson

@Swany407

1 year

$CDLX Observation 174: Chase’s Investor Day Video of Chase Offers Shows the categories on the new UI. Highlights an offer with multiple images inside. Gives example of a local offer, where chef said they “experienced exponential growth”. Shows push notification on redemption.

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Austin Swanson

@Swany407

7 months

$CDLX Announces Proposed Convertible Senior Notes Offering

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Austin Swanson

@Swany407

1 year

$CDLX CEO, Karim Temsamani: “We are excited to move past this short-term issue while we continue to focus on our strategic priorities.” This may be an underappreciated aspect of resolving the dispute. Karim and others have likely been spending a large amount of their time

Austin Swanson

@Swany407

1 year

$CDLX Announces Update to Bridg Earnout Payments

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Austin Swanson

@Swany407

1 year

$CDLX Appoints New CFO

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Austin Swanson

@Swany407

1 year

$CDLX: Unlocking regional retailer and advertiser collaboration with Rippl data media and network, powered by Bridg

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Austin Swanson

@Swany407

3 years

Just ordered my first vehicle off @Carvana . Hands down, best buying experience I've ever had. Too easy. If everything goes well with the delivery, and as long as the car is in the shape I expect, I can't foresee myself buying a vehicle any other way going forward. $CVNA

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Austin Swanson

@Swany407

1 year

The $CDLX / Belridge Oil sign is here! Thank you again @afterinvestor . By far the most thoughtful gift l've ever received. In case you missed it, Jason surprised me with this sign in the interview below. (Also, it weighs about 10 lbs!)

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