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 | 244 | Subscribers | Read | swany407.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Cardlytics ($CDLX): CDLX Report #70 - Current Offers, Advertisers, and Observations as of 12.15.2024 (Research Note #291)
Material changes with Chase Offers (related to CMS), advertiser switching from CMS back to CDLX, new and returning CDLX advertisers, new CMS advertisers, and more.
Cardlytics ($CDLX): CDLX Report #69 - Current Offers, Advertisers, and Observations as of 12.8.2024 (Research Note #290)
Unexpected change with Chase Offers, new Rippl CPG campaign, a new advertiser, a large & attractive advertiser returns, new CMS advertisers, larger-than-normal change in employee count, and more.
Cardlytics ($CDLX): CDLX Report #68 - Current Offers, Advertisers, and Observations as of 12.1.2024 (Research Note #289)
Many new advertisers, a large & attractive advertiser returns, multiple new CMS advertisers, and a large new advertisement for Chase Offers.
$MCS and $CNK: Tracking the Thesis (Research Note)
Recent observations in relation to the thesis for Marcus Corp and Cinemark.
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Authors
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Investment research, discoveries, and insights.
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