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

054: Cardlytics Is Not A No-Brainer

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

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Are You Competing With Facebook and Google in Online Marketing?

I don't want to be in the business of being against facebook and gogle when it comes to on lime marketing. Cardletics created the industry, potentially they have a natural monopoly. Good for them, but that doesn't mean you're not competing with facebook and goGle. And so i did not like the thought of that. These companies are, there's not words to convey how skilled they are at what they do... It's just not a place i want to invest.

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