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...

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...

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...

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

Discussions around how to track your finances every month, how to save more money, and increase your net worth at a quick pace. Tracking...

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...

Last week I sold the first rental property I ever purchased. Using the BRRRR method, I made over $20K in less than 1.5 years (16 months),...

Given the recent price decline of Cardlytics, I wanted to think through and post my current thoughts regarding this potential investment....

Valuing Cardlytics based on personal data, conservative data, current market cap, and under realistic assumptions. Updated assumptions,...

Describing interesting elements around the company. Valuing Cardlytics based under different scenarios and assumptions. For all my notes...

Delivering offers in random timing and amounts leads to addicting behavior. For all my notes on CDLX, check out my Qualitative and...