💼 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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This is the second edition that includes our featured segment highlighting the top three posts of the month:
The Fav: The month's standout post, loved by our readers
The Relic: A timeless gem that may surprise you or even lift your spirits
The Gaijin: A bold, unconventional piece that breaks the mold of our usual content. (Fun fact: “Gaijin” means “foreigner” in Japanese.)
The Fav
The Relic
The Gaijin
Introduction
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 is intended solely for the use of the person or entity to whom it is given or sent and may not be reproduced, distributed, or transmitted without the prior written consent of the author. 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.
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