Swany407’s Investment Write-Ups

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Swany407’s Investment Write-Ups

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Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #101 - Current Offers, Advertisers, and Observations as of 7.20.2025 (Research Note #324)

July 21, 2025, 2:14 p.m.

No Paywall

Swany407’s Investment Write-Ups

$HGV: Potential Future Returns

July 16, 2025, 1:58 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #100 - Current Offers, Advertisers, and Observations as of 7.13.2025 (Research Note #323)

July 14, 2025, 12:56 p.m.

No Paywall

Swany407’s Investment Write-Ups

$HGV $VAC $TNL: Buybacks + FCF Growth + Multiple Expansion

July 9, 2025, 2:31 p.m.

No Paywall

Swany407’s Investment Write-Ups

$HGV vs $AN $DDS $AZO: Buybacks Driving Returns

July 8, 2025, 9:21 p.m.

No Paywall

Swany407’s Investment Write-Ups

Cardlytics ($CDLX): CDLX Report #99 - Current Offers, Advertisers, and Observations as of 7.6.2025 (Research Note #322)

July 7, 2025, 7:14 p.m.

No Paywall

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

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