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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I Did Not Like That

i was surprised how few advertisers were making up their revenue. A small amount of advertisers do make up, in my opinion, a big % of their revenue. And it it's just not striking me as a situation that i want to be involved with. I don't like the fact that on those bank aps, a where we're not in control, as i understand it, where we show up.

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