Swany407 

Open Banking has the potential to generate significant cash flow for Cardlytics with an extremely long runway. Better yet, it is...

Discussions on the Entertainment Acquisition, Ad Agencies, Bridg, Neobanks/Fintechs, Open Banking, BofA, New Ad Server and Q4 and Full...

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...

All of my qualitative and quantitative notes from researching, investigating, and thinking through Cardlytics. For those interested, this...

My car buying experience after ordering two different vehicles with Carvana. The following is not a paid advertisement from Carvana (I...

Bridg could lead to high levels of growth from combined insights and targeting, product-level offers, solving the attribution problem,...

Update on the likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network, following the January 2022...

Likelihood of Bank of America (BofA) renewing, and discussions on Figg and Rewards Network. For all my notes on CDLX, check out my...

Within the last two months, there has been substantial updates and progress on product-level offers within Cardlytics. For all my notes...

Clues that Affirm (with their Affirm Debit+ card) is the new innovative fintech partner of Cardlytics / Dosh, and the benefits of a BNPL...

Regarding Q3 and Q4 2021 (Q2 2021 discussed in prior a post) For all my notes on CDLX, check out my Qualitative and Quantitative...

Why Cardlytics should partner with Apple next, why it matters, and why it will work. For all my notes on CDLX, check out my Qualitative...

For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: Cardlytics $CDLX: Qualitative Notes Cardlytics...

For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: Cardlytics $CDLX: Qualitative Notes Cardlytics...

For all my notes on CDLX, check out my Qualitative and Quantitative “Research Notes”: Cardlytics $CDLX: Qualitative Notes Cardlytics...

Creating, adding, and using a checklist for investing in public and private businesses is a great way to remember more of what you have...

There may be a non-zero probability of PayPal using Cardlytics for their offers, which would substantially increase the intrinsic value...

How the size and likelihood of the best case scenario with Venmo could increase for Cardlytics and Dosh. For all my notes on CDLX, check...

Thoughts around smaller points and comments made during the investor day presentation, and how MAU and ARPU potential may be larger than...

Following the discussions around the future potential of Venmo Offers (powered by Dosh), here are possible scenarios where Venmo Offers...