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About
$cdlx
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💼 THP 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures
Mistakes, Milestones, and a Dream to Redefine Microcaps
Jan 1
•
Alejandro Yela
25
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The Hermit
💼 THP 12/24: From Excel Grinds to Big Dreams, a Decade of Investment Adventures
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2
📝 Cardlytics $CDLX (#11) Sensitive Update
Major Updates on Insider actions, Earnings, CLO Trends, AMEX, and Chase Media Solutions
Dec 4, 2024
•
Alejandro Yela
16
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The Hermit
📝 Cardlytics $CDLX (#11) Sensitive Update
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2
💼 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
•
Alejandro Yela
23
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The Hermit
💼 THP 11/24: New Holdings, New Beginnings +52.90%
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2
💼 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
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Alejandro Yela
19
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The Hermit
💼 THP 10/24: Cardlytics Incoming Mega Catalyst
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7
💼 THP 09/24: From -22.9% to +123.0%
In Microcaps, One Winning Position Can Change Everything
Oct 1, 2024
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Alejandro Yela
21
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The Hermit
💼 THP 09/24: From -22.9% to +123.0%
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2
💼 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
•
Alejandro Yela
20
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The Hermit
💼 THP 08/24: Massive Short Squeeze on the Horizon
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2
📝 Cardlytics $CDLX (#10) Major Shake-up!
New CEO, Disappointing Earnings, and a Long-Term Vision Realignment
Aug 8, 2024
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Alejandro Yela
20
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The Hermit
📝 Cardlytics $CDLX (#10) Major Shake-up!
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📈 Cardlytics $CDLX - The Ultimate Ad Platform
Reimagining the investment case for Cardlytics
Jun 26, 2024
•
Alejandro Yela
24
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📈 Cardlytics $CDLX - The Ultimate Ad Platform
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3
📝 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
•
Alejandro Yela
4
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The Hermit
📝 Cardlytics $CDLX (#9) MASSIVE DILUTION or regular housekeeping?
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📝 Cardlytics $CDLX (#8): Q4 2023 Earnings Call and Q1 Update
Cardlytics earnings call review and analysis
Mar 20, 2024
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Alejandro Yela
5
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📝 Cardlytics $CDLX (#8): Q4 2023 Earnings Call and Q1 Update
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📝 Cardlytics $CDLX (#7): 2023 Update and year-end review
Comprehensive analysis of fiscal year 2023 for Cardlytics
Jan 30, 2024
•
Alejandro Yela
5
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The Hermit
📝 Cardlytics $CDLX (#7): 2023 Update and year-end review
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📝 Cardlytics $CDLX (#6) Update: Q2 2023
Q2 2023 Cardlytics updated figures and analysis
Jul 11, 2023
•
Alejandro Yela
4
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The Hermit
📝 Cardlytics $CDLX (#6) Update: Q2 2023
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