$cdlx

💼 THP 01/25: Catching Opportunities, Building Conviction & Lowball Wins

Why patience and automated purchase offers landed us crazy prices for existing and new positions

Feb 4 •

💼 THP 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures

Mistakes, Milestones, and a Dream to Redefine Microcaps

Jan 1 •

📝 Cardlytics $CDLX (#11) Sensitive Update

Major Updates on Insider actions, Earnings, CLO Trends, AMEX, and Chase Media Solutions

Dec 4, 2024 •

💼 THP 11/24: New Holdings, New Beginnings +52.90%

Portfolio Review including a new position reveal and mini thesis you need to see

Dec 3, 2024 •

💼 THP 10/24: Cardlytics Incoming Mega Catalyst

Portfolio Review + 2 Major announcement + THE DASHBOARD, the Spark that will Ignite Cardlytic's Growth

Nov 5, 2024 •

💼 THP 09/24: From -22.9% to +123.0%

In Microcaps, One Winning Position Can Change Everything

Oct 1, 2024 •

💼 THP 08/24: Massive Short Squeeze on the Horizon

Adding to a large position in anticipation of a short squeeze, and extended thoughts on crucial strategic changes within Cardlytics

Sep 3, 2024 •

📝 Cardlytics $CDLX (#10) Major Shake-up!

New CEO, Disappointing Earnings, and a Long-Term Vision Realignment

Aug 8, 2024 •

💼 The Hermit Portfolio 06/24: Origins

Detailed explanation of The Hermit Portfolio positions and construction

Jul 12, 2024 •

📈 Cardlytics $CDLX - The Ultimate Ad Platform

Reimagining the investment case for Cardlytics

Jun 26, 2024 •

📝 Cardlytics $CDLX (#9) MASSIVE DILUTION or regular housekeeping?

What happened with the new issue of convertible debt, cash management and financial engineering of Cardlytics

Mar 28, 2024 •

📝 Cardlytics $CDLX (#8): Q4 2023 Earnings Call and Q1 Update

Cardlytics earnings call review and analysis

Mar 20, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts