Jan 16, 202243 minCardlytics ($CDLX): The Power of Bridg (and Why CDLX is Undervalued)Bridg could lead to high levels of growth from combined insights and targeting, product-level offers, solving the attribution problem,...
Jan 12, 20228 minCardlytics ($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...
Dec 5, 20217 minCardlytics $CDLX: New Innovative Fintech Partner, Affirm?Clues that Affirm (with their Affirm Debit+ card) is the new innovative fintech partner of Cardlytics / Dosh, and the benefits of a BNPL...
Oct 21, 202127 minCardlytics $CDLX: New Observations, Upcoming Earnings Calls, and Updated AllocationsRegarding Q3 and Q4 2021 (Q2 2021 discussed in prior a post) For all my notes on CDLX, check out my Qualitative and Quantitative...