Swany407 Investment Research
Austin SwansonInvestment research, discoveries, and analysis on companies that I find most interesting.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 231 | Subscribers | Read | swany407.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Cardlytics ($CDLX): CDLX Report #63 - Current Offers, Advertisers, and Observations as of 10.27.2024 (Research Note #282)
Change in offers location, new information on insights portal, updated Rippl numbers, change in hiring trend, new CMS advertisers, new and returning advertisers, and more.
Carvana ($CVNA): 3Q24 and 4Q24 Estimates (Research Note #13)
Based on Carvana's full-year 2024 guidance and estimates of retail units.
Carvana ($CVNA): KMX vs CVNA 2Q24 (Research Note #12)
Comparing Carvana's and CarMax's retail units and economics over time, through their latest earnings.
Carvana ($CVNA): 2Q24 Units and Economics (Research Note #11)
Retail units and economics through the latest quarter.
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Authors
The writers behind this newsletter.
Investment research, discoveries, and insights.
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