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Swanson Investment Research

Austin Swanson

Investment research, discoveries, and analysis on companies that I find most interesting.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues352Founded5 years agoLast Issue7 days ago
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Artwork for Swanson Investment Research

Latest Issues

CVNA vs KMX 1Q26

Updated analysis of Carvana's and CarMax's units and economics over time.

The following Research Note compares and analyzes the units and economics between Carvana and CarMax over time, through their latest earnings.

7 days ago
1
Paid

CDLX Report: 5.10.2026

1Q26 earnings analysis, returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

In this week’s report:

8 days ago
3
Paid

Carvana: 1Q26 Post-Earnings Analysis

Focuses on the latest QoQ and YoY changes, with visuals / metrics / summaries not readily available elsewhere.

The following Research Note analyzes Carvana’s latest results, from their 1Q26 earnings (which were released on April 29, 2026).

14 days ago
2
Paid

CDLX Report: 5.3.2026

New and returning advertisers, and updated WoW, QoQ, and YoY numbers.

In this week’s report:

17 days ago
2
Paid

CDLX Report: 4.26.2026

New and returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

In this week’s report:

23 days ago
2
Paid

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