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Swany407’s Investment Write-Ups

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Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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
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Swany407’s Investment Write-Ups
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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
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Swany407’s Investment Write-Ups
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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
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Swany407’s Investment Write-Ups
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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
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Swany407’s Investment Write-Ups
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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
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Swany407’s Investment Write-Ups
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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.

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Swany407’s Investment Write-Ups
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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.

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Swany407’s Investment Write-Ups
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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
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Swany407’s Investment Write-Ups
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$MCS and $CNK: Tracking the Thesis (Research Note)

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

No Paywall
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Swany407’s Investment Write-Ups
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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.

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Swany407’s Investment Write-Ups
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Carvana ($CVNA): KMX vs CVNA 3Q24 (Research Note #16)

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

No Paywall
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Swany407’s Investment Write-Ups
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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
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Swany407’s Investment Write-Ups
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Carvana ($CVNA): 3Q24 Units and Economics (Research Note #15)

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

No Paywall
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Swany407’s Investment Write-Ups
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Cardlytics ($CDLX): 3Q24 Post-Earnings Analysis (Research Note #286)

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

No Paywall
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Swany407’s Investment Write-Ups
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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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Swany407’s Investment Write-Ups
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Cardlytics ($CDLX): 3Q24 Pre-Earnings Analysis (Research Note #284)

Nov. 5, 2024, 9:37 p.m.

No Paywall
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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Cardlytics ($CDLX): CDLX Report #64 - Current Offers, Advertisers, and Observations as of 11.3.2024 (Research Note #283)

Nov. 3, 2024, 8:14 p.m.

No Paywall
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Swany407’s Investment Write-Ups
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Carvana ($CVNA): 3Q24 Pre-Earnings Analysis (Research Note #14)

Oct. 30, 2024, 1:45 p.m.

No Paywall
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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Cardlytics ($CDLX): CDLX Report #63 - Current Offers, Advertisers, and Observations as of 10.27.2024 (Research Note #282)

Oct. 28, 2024, 1:16 p.m.

No Paywall
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Swany407’s Investment Write-Ups
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Carvana ($CVNA): 3Q24 and 4Q24 Estimates (Research Note #13)

Oct. 27, 2024, 4:02 p.m.

No Paywall
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Swany407’s Investment Write-Ups
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Carvana ($CVNA): KMX vs CVNA 2Q24 (Research Note #12)

Oct. 24, 2024, 6:08 p.m.

No Paywall
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Swany407’s Investment Write-Ups
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Carvana ($CVNA): 2Q24 Units and Economics (Research Note #11)

Oct. 22, 2024, 3:09 p.m.

No Paywall
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Swany407’s Investment Write-Ups
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Cardlytics ($CDLX): CDLX Report #62 - Current Offers, Advertisers, and Observations as of 10.20.2024 (Research Note #281)

Oct. 21, 2024, 1:17 p.m.

No Paywall
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Swany407’s Investment Write-Ups
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Cardlytics ($CDLX): CDLX Report #61 - Current Offers, Advertisers, and Observations as of 10.13.2024 (Research Note #280)

Oct. 14, 2024, 4:43 p.m.

No Paywall
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Swany407’s Investment Write-Ups
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Carvana ($CVNA): Medium-Term Retail Units (Research Note #10) : Analysis of Carvana's growth prospects over the medium term.

Oct. 9, 2024, 5:24 p.m.

No Paywall