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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 #87 - Current Offers, Advertisers, and Observations as of 4.13.2025 (Research Note #309)

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

No Paywall
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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.

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

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Swany407’s Investment Write-Ups
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Cardlytics ($CDLX): 4Q24 Post-Earnings Analysis (Research Note #305)

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

No Paywall
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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.

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Swany407’s Investment Write-Ups
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Carvana ($CVNA): 4Q24 Post-Earnings Analysis (Research Note #20)

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

No Paywall
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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.

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Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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Carvana ($CVNA): 4Q24 Pre-Earnings Analysis (Research Note #19)

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

No Paywall
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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Carvana ($CVNA): 4Q24 and 1Q25 Units (Research Note #18)

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

No Paywall
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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Carvana ($CVNA): KMX 4Q24 vs CVNA 3Q24 (Research Note #17)

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

No Paywall
Picture of Swany407’s Investment Write-Ups
Swany407’s Investment Write-Ups
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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
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
Picture of Swany407’s Investment Write-Ups
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
Picture of Swany407’s Investment Write-Ups
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
Picture of Swany407’s Investment Write-Ups
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
Picture of Swany407’s Investment Write-Ups
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
Picture of Swany407’s Investment Write-Ups
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.

No Paywall
Picture of Swany407’s Investment Write-Ups
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.

No Paywall
Picture of Swany407’s Investment Write-Ups
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