Swanson Investment Research
Austin SwansonInvestment research, discoveries, and analysis on companies that I find most interesting.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 365 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||
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swany407.substack.comLatest Issues
CDLX Report: 7.12.2026
New advertiser, and updated WoW, QoQ, and YoY numbers.
In this week’s report:
Carvana + Slate
Details around the recent news of Carvana's ties with Slate Auto, and the potential partnership.
In the following Carvana research note, I go into detail on the recent news that, “Carvana ties up with Bezos-backed Slate Auto as it plans ne...
CDLX Report: 7.5.2026
New Chase observation to start Q3, and updated WoW, QoQ, and YoY numbers.
In this week’s report:
CVNA 1Q26 vs KMX 2Q26
Updated analysis of Carvana’s and CarMax’s units and economics over time, following KMX’s recent earnings (and includes CVNA's 2Q26 unit and growth estimates for comparison to KMX’s latest results).
The following Research Note compares and...
CDLX Report: 6.28.2026
Returning advertisers, and updated WoW, QoQ, and YoY numbers.
In this week’s report:
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Swanson Investment Research.
| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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