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Picture of Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #98 - Current Offers, Advertisers, and Observations as of 6.29.2025 (Research Note #321)

June 30, 2025, 2:53 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): KMX 2Q25 vs CVNA 1Q25 (Research Note #25)

June 25, 2025, 4:44 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #97 - Current Offers, Advertisers, and Observations as of 6.22.2025 (Research Note #320)

June 23, 2025, 5:40 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #96 - Current Offers, Advertisers, and Observations as of 6.15.2025 (Research Note #319)

June 16, 2025, 6:54 p.m.

No Paywall

Swany407’s Investment Write-Ups

$HGV $VAC $TNL: Buybacks & Dividends

June 12, 2025, 9:13 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #95 - Current Offers, Advertisers, and Observations as of 6.8.2025 (Research Note #318)

June 9, 2025, 4:13 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #94 - Current Offers, Advertisers, and Observations as of 6.1.2025 (Research Note #317)

June 2, 2025, 9:37 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #93 - Current Offers, Advertisers, and Observations as of 5.25.2025 (Research Note #316)

May 27, 2025, 4:17 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): KMX vs CVNA 1Q25 (Research Note #24)

May 22, 2025, 4:22 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #92 - Current Offers, Advertisers, and Observations as of 5.18.2025 (Research Note #315)

May 19, 2025, 4:58 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): 1Q25 Post-Earnings Analysis (Research Note #23)

May 18, 2025, 2:58 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): 1Q25 Post-Earnings Analysis

May 15, 2025, 9:03 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): Selling Brand New Cars (Research Note #22)

May 14, 2025, 1:56 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #91 - Current Offers, Advertisers, and Observations as of 5.11.2025 (Research Note #313)

May 12, 2025, 7:23 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): KMX 1Q25 vs CVNA 4Q24 (Research Note #21)

May 7, 2025, 4:58 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #90 - Current Offers, Advertisers, and Observations as of 5.4.2025 (Research Note #312)

May 5, 2025, 7:51 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #89 - Current Offers, Advertisers, and Observations as of 4.27.2025 (Research Note #311)

April 28, 2025, 9:21 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #88 - Current Offers, Advertisers, and Observations as of 4.20.2025 (Research Note #310)

April 21, 2025, 8:57 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #87 - Current Offers, Advertisers, and Observations as of 4.13.2025 (Research Note #309)

April 14, 2025, 3:43 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #86 - Current Offers, Advertisers, and Observations as of 4.6.2025 (Research Note #308)

April 7, 2025, 7:02 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #85 - Current Offers, Advertisers, and Observations as of 3.30.2025 (Research Note #307)

March 31, 2025, 8:07 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #84 - Current Offers, Advertisers, and Observations as of 3.23.2025 (Research Note #306)

March 24, 2025, 9:33 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): 4Q24 Post-Earnings Analysis (Research Note #305)

March 24, 2025, 3:10 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #83 - Current Offers, Advertisers, and Observations as of 3.16.2025 (Research Note #304)

March 17, 2025, 6:10 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #82 - Current Offers, Advertisers, and Observations as of 3.9.2025 (Research Note #303)

March 10, 2025, 4:42 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): 4Q24 Post-Earnings Analysis (Research Note #20)

March 6, 2025, 6:29 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #81 - Current Offers, Advertisers, and Observations as of 3.2.2025 (Research Note #302)

March 3, 2025, 10:50 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #80 - Current Offers, Advertisers, and Observations as of 2.23.2025 (Research Note #301)

Feb. 24, 2025, 10:49 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): 4Q24 Pre-Earnings Analysis (Research Note #19)

Feb. 19, 2025, 2:40 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #79 - Current Offers, Advertisers, and Observations as of 2.16.2025 (Research Note #300)

Feb. 17, 2025, 10:55 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #78 - Current Offers, Advertisers, and Observations as of 2.9.2025 (Research Note #299)

Feb. 10, 2025, 10:54 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): 4Q24 and 1Q25 Units (Research Note #18)

Feb. 6, 2025, 3:14 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #77 - Current Offers, Advertisers, and Observations as of 2.2.2025 (Research Note #298)

Feb. 3, 2025, 10:50 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): KMX 4Q24 vs CVNA 3Q24 (Research Note #17)

Jan. 29, 2025, 9:05 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #76 - Current Offers, Advertisers, and Observations as of 1.26.2025 (Research Note #297)

Jan. 27, 2025, 10:57 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #75 - Current Offers, Advertisers, and Observations as of 1.19.2025 (Research Note #296)

Jan. 20, 2025, 8:58 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #74 - Current Offers, Advertisers, and Observations as of 1.12.2025 (Research Note #295)

Jan. 13, 2025, 10:06 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #73 - Current Offers, Advertisers, and Observations as of 1.5.2025 (Research Note #294)

Jan. 7, 2025, 4:39 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #72 - Current Offers, Advertisers, and Observations as of 12.29.2024 (Research Note #293)

Dec. 30, 2024, 8:07 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #71 - Current Offers, Advertisers, and Observations as of 12.22.2024 (Research Note #292)

Dec. 23, 2024, 5 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #70 - Current Offers, Advertisers, and Observations as of 12.15.2024 (Research Note #291)

Dec. 17, 2024, 2:58 a.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #69 - Current Offers, Advertisers, and Observations as of 12.8.2024 (Research Note #290)

Dec. 9, 2024, 11:16 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #68 - Current Offers, Advertisers, and Observations as of 12.1.2024 (Research Note #289)

Dec. 2, 2024, 8:47 p.m.

No Paywall

Swany407’s Investment Write-Ups

$MCS and $CNK: Tracking the Thesis (Research Note)

Dec. 2, 2024, 2:15 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #67 - Current Offers, Advertisers, and Observations as of 11.24.2024 (Research Note #288)

Nov. 25, 2024, 4:57 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): KMX vs CVNA 3Q24 (Research Note #16)

Nov. 22, 2024, 4:28 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #66 - Current Offers, Advertisers, and Observations as of 11.17.2024 (Research Note #287)

Nov. 17, 2024, 8:47 p.m.

No Paywall

Swany407’s Investment Write-Ups

Carvana ($CVNA): 3Q24 Units and Economics (Research Note #15)

Nov. 16, 2024, 3:36 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): 3Q24 Post-Earnings Analysis (Research Note #286)

Nov. 13, 2024, 12:49 a.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #65 - Current Offers, Advertisers, and Observations as of 11.10.2024 (Research Note #285)

Nov. 12, 2024, 2:20 a.m.

No Paywall

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