Show overview
Swany407's Investment Podcast has been publishing since 2021, and across the 2 years since has built a catalogue of 30 episodes. That works out to roughly 25 hours of audio in total. Releases follow a monthly cadence.
Episodes typically run thirty-five to sixty minutes — most land between 30 min and 1h 19m — with run-times ranging widely across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The catalogue appears to be on hiatus or wound down — the most recent episode landed 2.8 years ago, with no new episodes in over a year. The busiest year was 2021, with 15 episodes published. Published by Austin Swanson.
From the publisher
Discussing investment ideas that I find most interesting.
Latest Episodes
View all 30 episodesCardlytics ($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 ~ $516M Market Cap.Investment Material:Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Write-ups: https://swany407.substack.com/ Research Notes: https://swany407.substack.com/p/all-research-notes Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
Cardlytics ($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 ~ $108M Market Cap. Investment Material: Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Write-ups: https://swany407.substack.com/ Research Notes: https://swany407.substack.com/p/all-research-notes Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
Cardlytics ($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-notesFor more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notesFor more information related to this video:$CDLX Write-up: https://swany407.substack.com/p/updated-investment-prospectsMarket Cap as of 12.22.2022: ~$4.74 Share x 33.2M Shares ~ $157M Market Cap.Investment Material:Website: http://swany407.comTwitter: https://twitter.com/Swany407/Write-ups: https://swany407.substack.com/Research Notes: https://swany407.substack.com/p/all-research-notesDisclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
Cardlytics ($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-intentionsMarket 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/investingchecklistCourses: https://www.swany407.com/courses Screener : https://www.swany407.com/finvizDisclaimer: 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)
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-2022Market Cap as of 9.21.2022: ~$11.5/Share x 32.9M Shares ~ $378M Market Cap.Investment Material: Website: http://swany407.comTwitter: 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)
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/100baggerMarket Cap as of 9.15.2022: ~$12.3/Share x 32.9M Shares ~ $405M Market Cap.Investment Material: Website: http://swany407.comTwitter: https://twitter.com/Swany407/Write-ups: https://swany407.substack.com/Research Notes: https://www.swany407.com/research-notesInvesting Checklist: https://www.swany407.com/investingchecklistCourses: https://www.swany407.com/coursesScreener : 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)
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 RenewalThe Marquee Dosh Partner BridgResults (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-notesFor 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/q2-2022Market 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/finvizDisclaimer: 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)
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 moreFor 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/q1-2022Market Cap as of 5.8.2022: $31.24/Share x 34.1M Shares ~ $1.1B Market Cap.Investment Material:Website: http://swany407.com Twitter: https://twitter.com/Swany407/Write-ups: https://swany407.substack.com/Research Notes: https://www.swany407.com/research-notesInvesting Checklist: https://www.swany407.com/investingchecklistCourses: https://www.swany407.com/courses Screener : https://www.swany407.com/finviz Investment CoursesAnalyzing Stocks & Businesses: https://swany407.teachable.com/p/analyzeFollow, Sleuth, Scuttlebutt, and Investigate Investments: https://swany407.teachable.com/p/follow Property Management: https://swany407.teachable.com/p/property-management Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer. Austin Swanson (Swany407)
Cardlytics ($CDLX): Open Banking (The Free Option on the Hidden Potential Cash Cow)
Open Banking has the potential to generate significant cash flow for Cardlytics with an extremely long runway. Better yet, it is completely ignored by most investors. 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/open-banking Market Cap as of 4.6.2022: $51/Share x 33.7M Shares ~ $1.7B 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 For a limited time, use coupon code "YouTube" for $407 off 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.
Cardlytics $CDLX: Thoughts Following Q4 2021 Earnings
Discussions on the Entertainment Acquisition, Ad Agencies, Bridg, Neobanks/Fintechs, Open Banking, BofA, New Ad Server and Q4 and Full Year 2021 Numbers.Market Cap as of 3.11.2022: $49/Share x 33.7M Shares ~ $1.7B Market Cap.For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: $CDLX Qualitative Notes: https://swany407.substack.com/p/cdlx-qual-research-notes$CDLX Quantitative Notes: https://swany407.substack.com/p/cdlx-quant-research-notesFor more general information on Research Notes: https://swany407.substack.com/p/cdlx-research-notes $CDLX Write-up: https://swany407.substack.com/p/q4-2021Investment Material: Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Apple Podcasts: https://apple.co/3uYyER6 Spotify Podcasts: https://spoti.fi/3uYAqBQ Write-ups: https://swany407.substack.com/ Research Notes: https://www.swany407.com/research-notes Checklist: https://www.swany407.com/investingchecklist Courses: https://swany407.teachable.com/courses Books: https://www.swany407.com/books Screener : https://www.swany407.com/finviz Consulting: https://www.swany407.com/consulting Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Cardlytics ($CDLX): Self-Service for Banks
Discussions on the benefits of the new self-service for banks, and why Chase may already be using it and have the new ad server. Plus some predictions on Q4 earnings announcements.For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:$CDLX Qualitative Notes: https://swany407.substack.com/p/cdlx-qual-research-notes$CDLX Quantitative Notes: https://swany407.substack.com/p/cdlx-quant-research-notesFor more general information on Research Notes, see here.$CDLX Write-up: https://swany407.substack.com/p/self-service-for-banksMarket Cap as of 3.1.2022: $58/Share x 33.1M Shares ~ $1.9B Market Cap.Investment Material:Website: http://swany407.comTwitter: https://twitter.com/Swany407/Apple Podcasts: https://apple.co/3uYyER6Spotify Podcasts: https://spoti.fi/3uYAqBQWrite-ups: https://swany407.substack.com/Research Notes: https://www.swany407.com/research-notesChecklist: https://www.swany407.com/investingchecklistCourses: https://swany407.teachable.com/coursesBooks: https://www.swany407.com/booksScreener : https://www.swany407.com/finvizConsulting: https://www.swany407.com/consultingDisclaimer: 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.
Introducing Cardlytics $CDLX "Research Notes" (Qualitative and Quantitative Notes)
For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”:$CDLX Qualitative Notes: https://swany407.substack.com/p/cdlx-qual-research-notes$CDLX Quantitative Notes: https://swany407.substack.com/p/cdlx-quant-research-notesLink for 15% off until March 3: https://swany407.substack.com/subscribe?coupon=96116943$CDLX Write-up Discussing This Post: https://swany407.substack.com/p/cdlx-research-notesMarket Cap as of 2.22.2022: ~ $2.0B Market Cap.Investment Material:Website: http://swany407.comTwitter: https://twitter.com/Swany407/Apple Podcasts: https://apple.co/3uYyER6Spotify Podcasts: https://spoti.fi/3uYAqBQWrite-ups: https://swany407.substack.com/Research Notes: https://www.swany407.com/research-notesChecklist: https://www.swany407.com/investingchecklistCourses: https://swany407.teachable.com/coursesBooks: https://www.swany407.com/booksScreener : https://www.swany407.com/finvizConsulting: https://www.swany407.com/consultingDisclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Carvana ($CVNA): The Only Way to Buy a Car (My Car Buying Experience)
My car buying experiencing after ordering two different vehicles with Carvana.My car buying experiencing after ordering two different vehicles with Carvana. $CVNA Write-up: https://swany407.substack.com/p/carvana-buying-experience Market Cap as of 2.16.2022: ~ $26.2B Market Cap. Website: https://www.swany407.com/ Twitter: https://twitter.com/Swany407/ Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklist Investment Material: https://www.etsy.com/shop/Swany407Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Cardlytics ($CDLX): The Power of Bridg (and Why CDLX is Undervalued)
Bridg could lead to high levels of growth from combined insights and targeting, product-level offers, solving the attribution problem, and partnering with POS systems (like Toast, Square, PAR, NCR).$CDLX Write-up: https://swany407.substack.com/p/bridgMarket Cap as of 1.16.2022: ~ $2.2B Market Cap. Website: https://www.swany407.com/Twitter: https://twitter.com/Swany407/Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklistConsulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consultingBooks: https://www.swany407.com/booksDisclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Cardlytics ($CDLX): BofA Renewal & Testing Competitors (Update)
Update on the likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network, following the January 2022 Needham Growth Conference presentation.Current Market Cap as of 1.12.2022: $2.2BWebsite: http://swany407.comTwitter: https://twitter.com/Swany407/Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklistConsulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consultingBooks: https://www.swany407.com/booksDisclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Cardlytics ($CDLX): BofA Renewal & Testing Competitors
Likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network. $CDLX Write-up: https://swany407.substack.com/p/bofa-renewalYouTube Video: https://youtu.be/M-s89q_PzGwCurrent Market Cap as of 12.29.2021: $2.1B Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklist Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting Books: https://www.swany407.com/books Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Cardlytics ($CDLX): Product-Level Offers Update
$CDLX Write-up and Podcast: https://swany407.substack.com/p/product-level-offers-updateWithin the last two months, there has been substantial updates and progress on product-level offers within Cardlytics.Market Cap as of 12.28.2021: $2.1BWebsite: http://swany407.comTwitter: https://twitter.com/Swany407/Investing Checklist for Stocks and Businesses: https://www.swany407.com/stockschecklistConsulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consultingBooks: https://www.swany407.com/booksDisclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Cardlytics ($CDLX): New Innovative Fintech Partner, Affirm?
$CDLX Write-up: https://swany407.substack.com/p/affirm Clues that Affirm is the new innovative fintech partner of Cardlytics, and the benefits of a BNPL partnership. Market Cap as of 12.5.2021: $2B Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting Books: https://www.swany407.com/books Disclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Cardlytics ($CDLX): New Observations, Upcoming Earnings Calls & Updated Allocations (Q3 and Q4 2021)
$CDLX Write-up: https://swany407.substack.com/p/q3-q4-2021YouTube Video: https://youtu.be/FiHxuYbcjSoMarket Cap as of 10.20.2021 = $2.8BWebsite: http://swany407.comTwitter: https://twitter.com/Swany407/Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklistConsulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consultingBooks: https://www.swany407.com/booksDisclaimer: This content is intended for informational purposes only. This content is not investment advice. Before making any investment, you should do your own analysis. Please see the Disclaimer page for more details: https://www.swany407.com/disclaimer.
Cardlytics ($CDLX): The Best Potential Next Partner, Apple
Why Cardlytics should partner with Apple next, why it matters, and why it will work. $CDLX Write-up: https://swany407.substack.com/p/apple YouTube Video: https://youtu.be/JvX5bZIN4uYMarket Cap as of 9.17.2021 = $3.1B Website: http://swany407.com Twitter: https://twitter.com/Swany407/ Investing Checklist for Stocks and Businesses: https://www.swany407.com/investingchecklist Consulting (Review existing analysis or create new independent analysis): https://www.swany407.com/consulting Books: https://www.swany407.com/books 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.