Austin Swanson: Cardlytics (CDLX) Deep Dive

Feb 25, 2022

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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 passionate 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:

Customer value proposition
CDLX Unit Economics
What separates CDLX from its competition
Why competitors can't easily compete with CDLX
CDLX long-term value creation potential
What's embedded in the current stock price?

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 @Swany407 and check out his Substack here.

Also, a big thanks to the following sponsors for making the podcast a reality!

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