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After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
096: Cardlytics Destination Analysis Using The Cardlytics Formula
Sep 21, 2023
The podcast covers a range of topics including the Manchester United buyout, the coal industry's potential for investment opportunities, Cardlytics' acquisition of Bridge for product level ads, and the importance of staying committed to a long-term investing strategy. It also delves into the mechanism behind body weight and food intake control, as well as the speaker's personal journey towards sobriety and weight loss goals.
01:33:09
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Quick takeaways
- Increasing ARPU is crucial for Cardlytics' growth prospects and can be achieved by offering product-level ads and targeting specific categories.
- The acquisition of Bridge and the introduction of Ripple indicate Cardlytics' potential as a spawner, offering significant growth opportunities through a retail media network.
Deep dives
Cardlytics Formula: The Potential for Increased ARPU
The Cardlytics formula calculates the potential stock price based on average revenue per user (ARPU). Currently, the ARPU is around $1.50, but there is potential for growth. By increasing the ARPU to $3, the estimated stock price could reach $9. If the ARPU is increased to $5, the stock price could potentially be $58.
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