Swanson Investment Research
Austin SwansonInvestment research, discoveries, and analysis on companies that I find most interesting.
| Platform |  | Pricing | Only paid issues |
|---|---|---|---|
| Publishes | Twice weekly | Issues | 261 |
| Subscribers | Read | swany407.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Cardlytics ($CDLX): CDLX Report #83 - Current Offers, Advertisers, and Observations as of 3.16.2025 (Research Note #304)
New Rippl numbers and clients, new type of multi-tier offer, updates on CDLX's website, new and returning CDLX advertisers, new and returning CMS advertisers, and more.
Cardlytics ($CDLX): CDLX Report #82 - Current Offers, Advertisers, and Observations as of 3.9.2025 (Research Note #303)
New Chase Media Solutions observation, new and returning CDLX advertisers (including very large), new and returning CMS advertisers, and more.
Carvana ($CVNA): 4Q24 Post-Earnings Analysis (Research Note #20)
Focuses on the latest QoQ and YoY changes, with visuals / metrics / summaries not readily available elsewhere.
Cardlytics ($CDLX): CDLX Report #81 - Current Offers, Advertisers, and Observations as of 3.2.2025 (Research Note #302)
Positive change on Chase, new and returning CDLX advertisers, new and returning CMS advertisers, and more.
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Authors
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Investment research.
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