💼 THP 10/24: Cardlytics Incoming Mega Catalyst
Portfolio Review + 2 Major announcement + THE DASHBOARD, the Spark that will Ignite Cardlytic's Growth
My dear fellow Hermits 👋
Welcome back to 🧙♂️ The Hermit 🧙♂️
ICYMI:
💼 The Hermit Portfolio: September (previous) Update
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Index
Briefing
As always, we'll start by providing a comprehensive review of the full portfolio, including detailed updates on any position changes and commentary on its progress.
In this fifth installment, we delve into value-enhancing catalysts, examining how earnings can provide clues that signal a company is on the right track. We provide concrete examples from our portfolio, with an in-depth look at the promising outlook for Cardlytics and Century Casinos.
We’ll also explore dividends, various types of buybacks, capital structure optimization, and other strategies companies use to create value for stakeholders, primarily shareholders.
Please note that this portfolio faithfully reflects the author’s personal seven-figure investment portfolio.
This publication is confidential and intended solely for the use of the person or entity to whom it is given or sent. It may not be reproduced, distributed, or transmitted without the author's prior written consent. By accepting to receive the full post as a 🧙♂️ Hermit Premium member, the recipient agrees to be bound by the foregoing limitations.
None of the following should be construed as investment advice. Please consult a financial advisor before making any investment decision. You will find a full disclaimer at the end of this post.
