After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments cover image

096: Cardlytics Destination Analysis Using The Cardlytics Formula

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

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Bullish Case Scenario and Financial Projections

This chapter explores a bullish case scenario for a particular investment, discussing various financial calculations and projections. The speaker highlights the potential for significant upside and emphasizes the importance of factors like product level advertising and competitive revenue per user. They express confidence in the investment based on earnings calls and alignment of business factors.

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