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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
Issues357Founded5 years agoLast Issue7 days ago
Active

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Artwork for Swanson Investment Research

Latest Issues

Carvana: Quick Thoughts (6.3.2026)

Quick thoughts on CVNA, such as on the recent stock price action, weekly sales and orders, and other related items.

The following includes some quick thoughts on CVNA, such as on the recent stock price action, weekly sales and orders, and...

7 days ago
1
Paid

CDLX Report: 5.31.2026

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

In this week’s report:

10 days ago
1
Paid

CDLX Report: 5.24.2026

First insider purchases, new advertisers, and updated WoW, QoQ, and YoY numbers.

In this week’s report:

16 days ago
2
Paid

HGV VAC TNL: Buybacks & Dividends (1Q26 Update)

Updated analysis on past, current, and future capital returns to shareholders, following 1Q26 earnings.

The following analysis compares the buybacks and dividends between the three large publicly traded timeshare / vacation ownership compa...

20 days ago
2
Paid

CDLX Report: 5.17.2026

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

1Q26 Earnings Analysis: Included in last week’s report.

24 days ago
2
Paid

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