Austin Swanson: Cardlytics (CDLX) Deep Dive

<p>This week I'm excited to share with you my conversation with Austin Swanson. Austin is a real estate and stock market investor. And boy, is he <em>passionate </em>about investing. Austin dives deeper into businesses than any analyst/portfolio manager I've seen. This show is a highlight into Austin's research process on Cardlytics (CDLX). Austin owns a two-stock portfolio, and CDLX is one of them.This episode dives deep into the Cardlytics business. We discuss everything including:</p> <ul> <li>Customer value proposition</li> <li>CDLX Unit Economics</li> <li>What separates CDLX from its competition</li> <li>Why competitors can't easily compete with CDLX</li> <li>CDLX long-term value creation potential</li> <li>What's embedded in the current stock price?</li> </ul> <p>And more! If you're interested in CDLX or already invested and want to learn more, this episode is for you!If you like what you hear from Austin, follow him on Twitter <a href="https://twitter.com/Swany407" target="_blank">@Swany407</a> and check out his Substack <a href="https://swany407.substack.com/" target="_blank">here</a>.</p> <p>Also, a big thanks to the following sponsors for making the podcast a reality!</p> <p>Quartr</p> <p>Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site,&nbsp;<a href="https://quartr.se/" rel="ugc noopener noreferrer" target="_blank">Quartr.se</a></p> <p>If you're interested in changing the way you research companies, download the app today and give it a try on Apple and&nbsp;Android.</p> <p>Tegus</p> <p>Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you