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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Cardlytics ($CDLX): 3Q24 Pre-Earnings Analysis (Research Note #284)

Cardlytics ($CDLX): CDLX Report #64 - Current Offers, Advertisers, and Observations as of 11.3.2024 (Research Note #283)

Carvana ($CVNA): 3Q24 Pre-Earnings Analysis (Research Note #14)

Cardlytics ($CDLX): CDLX Report #63 - Current Offers, Advertisers, and Observations as of 10.27.2024 (Research Note #282)

Carvana ($CVNA): 3Q24 and 4Q24 Estimates (Research Note #13)

Carvana ($CVNA): KMX vs CVNA 2Q24 (Research Note #12)

Carvana ($CVNA): 2Q24 Units and Economics (Research Note #11)

Cardlytics ($CDLX): CDLX Report #62 - Current Offers, Advertisers, and Observations as of 10.20.2024 (Research Note #281)

Cardlytics ($CDLX): CDLX Report #61 - Current Offers, Advertisers, and Observations as of 10.13.2024 (Research Note #280)

Carvana ($CVNA): Medium-Term Retail Units (Research Note #10) : Analysis of Carvana's growth prospects over the medium term.

Cardlytics ($CDLX): CDLX Report #60 - Current Offers, Advertisers, and Observations as of 10.6.2024 (Research Note #279) : New Starbucks offers on AmEx, new location of US Bank offers, new Chase email on a specific offer, new Chase Media Solutions advertisers, new and returning advertisers, and more.

Carvana ($CVNA): Near-Term Retail Units (Research Note #9) : Analysis of Carvana's growth prospects over the next year and beyond.

Cardlytics ($CDLX): CDLX Report #59 - Current Offers, Advertisers, and Observations as of 9.29.2024 (Research Note #278) : Product-level offers update, new filters and sorting capabilities, new partnership, new Chase-funded offer, new and returning advertisers, and more.

Cardlytics ($CDLX): CDLX Report #58 - Current Offers, Advertisers, and Observations as of 9.22.2024 (Research Note #277) : Karim Temsamani update, employee exclusive Chase offer, new offer construct / terms, new Chase Media Solutions advertiser, new and returning advertisers (including large & attractive), and more.

Cardlytics ($CDLX): CDLX Report #57 - Current Offers, Advertisers, and Observations as of 9.15.2024 (Research Note #276): Chase pop-ups for offers, new CDLX job promotions, Monzo launch event, Chase Media Solutions updates, returning advertisers, and more.

Cardlytics ($CDLX): CDLX Report #56 - Current Offers, Advertisers, and Observations as of 9.8.2024 (Research Note #275): New regional grocer using Rippl, another Bridg / Rippl observation, BofA special offers, new Chase Media Solutions offers and changes, new and returning advertisers, and more.

Cardlytics ($CDLX): CDLX Report #55 - Current Offers, Advertisers, and Observations as of 9.1.2024 (Research Note #274) : Three deviations from recent trends, updated advertising of Chase Offers, change in listed CDLX FI partners, Chase categories, new and returning advertisers, and more.

Cardlytics ($CDLX): CDLX Report #54 - Current Offers, Advertisers, and Observations as of 8.25.2024 (Research Note #273) : New Yahoo partnership, new SBUX offer, new CEO compensation, new offer construct, update on Chase's user experience, and more.