# ![@Swany407 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2283896348.png) @Swany407 Austin Swanson

Austin Swanson posts on X about $cdlx, $cvna, share, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2283896348/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2283896348/c:line/m:interactions.svg)

- [--] Week [------] -57%
- [--] Month [------] +206%
- [--] Months [-------] +166%
- [--] Year [-------] -55%

### Mentions: [--] [#](/creator/twitter::2283896348/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2283896348/c:line/m:posts_active.svg)

- [--] Week [--] -29%
- [--] Month [--] +227%
- [--] Months [--] +73%
- [--] Year [---] +46%

### Followers: [-----] [#](/creator/twitter::2283896348/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2283896348/c:line/m:followers.svg)

- [--] Week [-----] +0.44%
- [--] Month [-----] +0.82%
- [--] Months [-----] +3.50%
- [--] Year [-----] +4.10%

### CreatorRank: [---------] [#](/creator/twitter::2283896348/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2283896348/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [financial services](/list/financial-services)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [countries](/list/countries) 

**Social topic influence**
[$cdlx](/topic/$cdlx), [$cvna](/topic/$cvna), [share](/topic/share), [in the](/topic/in-the), [investment](/topic/investment), [growth](/topic/growth), [future](/topic/future), [q1](/topic/q1), [financial](/topic/financial), [form](/topic/form)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Starbucks Corporation (SBUX)](/topic/$sbux) [American Express Company (AXP)](/topic/$axp) [JPMorgan Chase (JPM)](/topic/jpmorgan-chase) [CarMax, Inc (KMX)](/topic/$kmx) [Hilton Grand Vacations Inc. Common Stock (HGV)](/topic/$hgv) [Spotify Technology (SPOT)](/topic/$spot) [NCR Corporation (NCR)](/topic/$ncr) [Toast, Inc. (TOST)](/topic/$tost) [Block, Inc. (SQ)](/topic/$sq) [LandBridge Company LLC (LB)](/topic/$lb) [MARRIOTT VACATIONS WORLDWIDE CORPORATION (VAC)](/topic/$vac) [Travel + Leisure Co. (TNL)](/topic/$tnl) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Mastercard, Inc. (MA)](/topic/$ma) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I will say the common advice of just invest in an index fund does concern me a little. In the past most financial suggestions/thoughts/advice that were just accepted as fact usually did not end well. I also recognize others do not have the time or desire to focus on the investing aspect. If so still worth just automatically saving a little each month and investing in something such as an index fund. I also recognize others do not have the time or desire to focus on the investing aspect. If so still worth just automatically saving a little each month and investing in something such as an index"  
[X Link](https://x.com/Swany407/status/1405911154849878017)  2021-06-18T15:31Z [----] followers, [--] engagements


"Just received a new $CDLX offer for $SBUX this morning within Chase. I wasnt sure if I would see a new one from $SBUX given $CDLX Q2 comments so this is a positive. $CDLX Observation 122: New Starbucks Offer Received a new $SBUX offer this morning. Relevant given the Q2 $CDLX comments. https://t.co/SKIbe5NLOW $CDLX Observation 122: New Starbucks Offer Received a new $SBUX offer this morning. Relevant given the Q2 $CDLX comments. https://t.co/SKIbe5NLOW"  
[X Link](https://x.com/Swany407/status/1560252776936083457)  2022-08-18T13:10Z [----] followers, [--] engagements


"Therefore while not confirmed it is possible this is a Bridg product-level offer in $CDLX and one of the first I've ever seen. The odds are higher this is the case given: [--]. Panera is a Bridg client [--]. The statement descriptions are the same"  
[X Link](https://x.com/Swany407/status/1564695415253073921)  2022-08-30T19:23Z [----] followers, [--] engagements


"An important detail is Bridg product-level offers only work on the new ad server. This is why it is even more interesting that I have only received this offer so far on Chase (but maybe this will change in the next few days)"  
[X Link](https://x.com/Swany407/status/1564695416687497216)  2022-08-30T19:23Z [----] followers, [--] engagements


"@fintwitcap I agree. The difference from what I have seen initially is the statement descriptions are the same. With other offers like DoorDash purchases versus subscription they have different statement descriptions to tell the difference. But I maybe Costco / Sam's club also has the same"  
[X Link](https://x.com/Swany407/status/1564706914847653894)  2022-08-30T20:09Z [----] followers, [--] engagements


"@fintwitcap The other difference here is knowing for a fact Panera is Bridg client. But again I agree. Could just be like the other subscriptions"  
[X Link](https://x.com/Swany407/status/1564707424908546050)  2022-08-30T20:11Z [----] followers, [--] engagements


"$CDLX Observation 181: New Hire - "Recruiting Lead for Technical Leadership Recruiting" Was former Leadership & Executive Recruiter at Stripe and before that Manager of Global Talent Acquisition at Mastercard"  
[X Link](https://x.com/Swany407/status/1666820989966249990)  2023-06-08T14:54Z [----] followers, [---] engagements


"$CVNA Research Notes Update #4: "When to Buy More During the Cancer Surgery Formula" What other investors were looking for before buying significantly more of the companies that followed this model"  
[X Link](https://x.com/Swany407/status/1674533642767327234)  2023-06-29T21:45Z [----] followers, [---] engagements


"I think we will see a slightly higher gain on loan sales % in Q2 for $CVNA. Small differences have a large impact. Scenarios [--] & [--] in the write-up below assume 7.25% leading to $100M EBITDA in Q2 (vs the $50M most assume from anchoring to the updated Q2 outlook)"  
[X Link](https://x.com/Swany407/status/1678735430454329345)  2023-07-11T12:02Z [----] followers, [---] engagements


"@_ForceMajeure_1 @sffinfinitypod Was a possibility that I was considering given Chase news could have been MNPI preventing insider buys previously. However I am not sure they can buy now with 6/30 done. May be a blackout period until earnings"  
[X Link](https://x.com/Swany407/status/1678847897993895936)  2023-07-11T20:09Z [----] followers, [--] engagements


"Upcoming $CDLX Research Note: Observations in Q2 [----] Discusses all the observations made in Q2 and how they could impact $CDLX (and specifically the Q2 earnings call). Probably the most images + videos Ive included in a single post. Plan to post later this week"  
[X Link](https://x.com/Swany407/status/1678923011976511488)  2023-07-12T00:37Z [----] followers, [----] engagements


"I also have another $CDLX Research Notes in the works: Possible Upcoming Announcements Before or At Q2 Earnings Also hoping to get this out soon"  
[X Link](https://x.com/Swany407/status/1678924738456952832)  2023-07-12T00:37Z [----] followers, [---] engagements


"JPMs increased estimates for $CVNA Q2 [----] now match more of the scenarios I laid out in my post below. My scenarios 5-10 had $6500 non-GAAP total GPU My scenarios [--] [--] [--] had $125M Adjusted EBITDA (with $100M in 6-10) In this $CVNA post I discussed many different components that could contribute to significantly higher actual Q2 results most are currently assuming. This includes non-GAAP total GPU significantly more than $6000 and adjusted EBITDA significantly higher than $50M. In this $CVNA post I discussed many different components that could contribute to significantly higher actual Q2"  
[X Link](https://x.com/Swany407/status/1679479715067830272)  2023-07-13T13:15Z [----] followers, [----] engagements


"$CDLX Research Note #183 "CDLX Appoints New CFO" Detailed discussions on the new Cardlytics CFO including experience education start date RSUs (and future value per diluted share) upcoming needs (very detailed) and overall current thoughts"  
[X Link](https://x.com/Swany407/status/1681479458312577025)  2023-07-19T01:43Z [----] followers, [---] engagements


"$CVNA Q3 [----] Outlook: - Non-GAAP Total GPU $5000 - Positive adjusted EBITDA for second consecutive quarter We see upside to the above Total GPU and Adjusted EBITDA numberswe are electing to provide a conservative outlook"  
[X Link](https://x.com/Swany407/status/1681628609188954113)  2023-07-19T11:34Z [----] followers, [----] engagements


"Portfolio Update #5 (7/19/23) - Current allocations of $CDLX & $CVNA - My Leverage with $CDLX & $CVNA - Recent Decisions - Thoughts on $CDLX & $CVNA Recent Price Increases - Other Potential Stock Ideas - Summary of Recent Allocations Prices Actions"  
[X Link](https://x.com/Swany407/status/1681833108461461505)  2023-07-20T01:10Z [----] followers, [----] engagements


"Noticed some updates with the $CVNA buying process while going through the steps today on the app (compared to when I made my purchase). For one $CVNA more highlighted the pick it up option calling it the Lowest Cost Option and even added a slideshow to show the process:"  
[X Link](https://x.com/Swany407/status/1687863692870971392)  2023-08-05T16:30Z [----] followers, [----] engagements


"$CDLX Observation 219: Different Image and Description on Business Card vs Personal (Chase) On the new UI for the same 10% back at Vistaprint different images and descriptions are used on a business card vs personal. One tailed to small businesses the other more to weddings"  
[X Link](https://x.com/Swany407/status/1692340918458741150)  2023-08-18T01:01Z [----] followers, [----] engagements


"$CDLX Observation 220: Cole Haan Changes Image On the new user experience at Chase Cole Haan changed their image in their new campaign. (This is on a separate / new campaign vs above with Vistaprint which is two different images in the same campaign / same time period)"  
[X Link](https://x.com/Swany407/status/1692346248391438680)  2023-08-18T01:22Z [----] followers, [----] engagements


"$CVNA: Carvana Completes All Equity Capital Requirements of Previously Announced Exchange Offer Transaction Support Agreement https://www.businesswire.com/news/home/20230821640629/en/ https://www.businesswire.com/news/home/20230821640629/en/"  
[X Link](https://x.com/Swany407/status/1693614328102940832)  2023-08-21T13:21Z [----] followers, [----] engagements


"$CDLX Research Note #189: "Current Offers and Advertisers #2 (as of 8.27.2023)" Since the last post there have been: New offer constructs New features New advertisers in the channel Increases in total offers and more"  
[X Link](https://x.com/Swany407/status/1695973508579504480)  2023-08-28T01:36Z [----] followers, [---] engagements


"Also included in the $CDLX post above:"  
[X Link](https://x.com/Swany407/status/1695973510533853299)  2023-08-28T01:36Z [----] followers, [---] engagements


"Tonight: More new $CDLX offers + new advertisers on the platform + possibly a year high in terms of number of offers. Plan to update the data again this weekend"  
[X Link](https://x.com/Swany407/status/1697443528450744436)  2023-09-01T02:57Z [----] followers, [---] engagements


"$CDLX Observation 226: Chase Updates Chase made some updates on their mobile app last night (not to Offers but other items including on their homepage). Maybe Chase will email users to notify them of the updates which leads to seeing the new user experience for Chase Offers"  
[X Link](https://x.com/Swany407/status/1697599907878617345)  2023-09-01T13:18Z [----] followers, [---] engagements


"$CDLX Observation 227: Job Listing for Director of Engineering Ads Marketplace Not a new listing. More making note of the description: the team is laser focused on moving key metrics for the company Proven experience and impact on key metrics around user engagement"  
[X Link](https://x.com/Swany407/status/1698864834744348841)  2023-09-05T01:05Z [----] followers, [---] engagements


"Posted and emailed: "Portfolio Update #10 (9/14/2023)" Current allocations of $CDLX & $CVNA Recent actions (+thoughts on recent price increases potential new positions and more) Returns Updates on $CDLX & $CVNA Summary of recent allocations prices & actions"  
[X Link](https://x.com/Swany407/status/1702486686645506300)  2023-09-15T00:57Z [----] followers, [---] engagements


"$CDLX Observation 229: New Email for Chase Offers in New Format Email is in a slightly updated / improved format. First [--] pics attached are the new email and last pic was the old one. Improved subject line + a new general image saying New cash back offers are here"  
[X Link](https://x.com/Swany407/status/1702521690876518403)  2023-09-15T03:16Z [----] followers, [--] engagements


"Still hope they change the old logo format of the old user experience used in the emails to match the larger and richer imagery of the new user experience on the mobile app"  
[X Link](https://x.com/Swany407/status/1702523756168585569)  2023-09-15T03:24Z [----] followers, [---] engagements


"$CDLX Observation 230: BofA Offer for National Pepperoni Pizza Day 10% cash back ($5 max) Eligible at Pizza Hut Papa Johns California Pizza Kitchen Cicis Pizza and Macros Pizza. Only available for a short period of time. Only BofA. Stackable with other BankAmeriDeals. In knead of a great deal This weekend we're offering 10% cash back at select pizza merchants. Get a slice of the action🍕 In knead of a great deal This weekend we're offering 10% cash back at select pizza merchants. Get a slice of the action🍕"  
[X Link](https://x.com/Swany407/status/1705281579625422962)  2023-09-22T18:03Z [----] followers, [----] engagements


"$CDLX Observation 234: New Chase Email with Offers Just received another email from Chase. Highlights valuable perks. The first perk listed is a specific Chase / $CDLX offer"  
[X Link](https://x.com/Swany407/status/1707075835537051672)  2023-09-27T16:52Z [----] followers, [----] engagements


"$CDLX Observation 236: Remaining Chase Accounts Now on the New User Experience on Desktop As a reminder $CDLX first rolled out the new user experience to mobile and then desktop after"  
[X Link](https://x.com/Swany407/status/1711745215902388616)  2023-10-10T14:07Z [----] followers, [----] engagements


"@MrSchmidt20 $CDLX just posted the recording: "Lyft x Cardlytics: Using Data-Driven Marketing to Grow Share" Brief discussion on incrementality"  
[X Link](https://x.com/Swany407/status/1711930529333883170)  2023-10-11T02:23Z [----] followers, [---] engagements


"$CDLX Observation 237: New Position and Hire - GM of International Will oversee international market expansion and strategic business development for $CDLX"  
[X Link](https://x.com/Swany407/status/1712861782186787043)  2023-10-13T16:04Z [----] followers, [----] engagements


"Portfolio Update #11 (10/18/2023) Thoughts on $CDLX price decline Current and future actions Revisiting past thoughts Current allocations and returns Summary of recent allocations prices & actions Just posted and emailed"  
[X Link](https://x.com/Swany407/status/1714651029747192132)  2023-10-18T14:33Z [----] followers, [----] engagements


"$CDLX Research Note #201: "Current Offers Advertisers & Observations #10 (as of 10.23.2023)" New observations and advertisers Changes in total offers and web traffic Potential new partners business model integrations New jobs and hires"  
[X Link](https://x.com/Swany407/status/1716607990864765420)  2023-10-24T00:10Z [----] followers, [---] engagements


"@surya_drapery Depends on how they decide to handle them. If in the form or new debt / rolling into new converts would have higher interest rates than the very low 1% today and likely near the numbers you quoted"  
[X Link](https://x.com/Swany407/status/1722605514234687603)  2023-11-09T13:22Z [----] followers, [---] engagements


"A few comments by $CDLX from the Q3 earnings call regarding the new offer construct of multi-tier offers:"  
[X Link](https://x.com/Swany407/status/1724468468945227987)  2023-11-14T16:44Z [----] followers, [----] engagements


"@YankyBanash Not only does $CDLX have purchase data from their bank partnerships whose targeting and measurement wont be impacted but they are going after the retail media network (RMN) space via Bridg and their new Rippl product a space that could also benefit as mentioned by @BLyons151: QUICK THOUGHTS MUST READ While the deprecation of third-party cookies likely raises the walls of the major walled gardens (relative to the open web) given the inherent scale + logged-in nature of the user bases (which ultimately yields better user data/signal) one needs to be https://t.co/CmWLw6baaK QUICK"  
[X Link](https://x.com/Swany407/status/1740793736131740032)  2023-12-29T17:55Z [----] followers, [----] engagements


"$CDLX Research Note #224: Panera Interview About CDLX"  
[X Link](https://x.com/Swany407/status/1744745955218345999)  2024-01-09T15:40Z [----] followers, [---] engagements


"$CDLX Research Note #226: CDLX Report #22 (1.14.2024) A large advertiser is back who hasnt placed an offer since [----] (one of the better things Ive seen in a while) Another large advertiser is placing more offers than before + with new variations"  
[X Link](https://x.com/Swany407/status/1746638960539910224)  2024-01-14T21:02Z [----] followers, [----] engagements


"@BP1005623513666 Thank you"  
[X Link](https://x.com/Swany407/status/1760735838667984938)  2024-02-22T18:38Z [----] followers, [--] engagements


"$CDLX: With the new $AXP partnership their current Offers Program is brought to you by American Express Travel Related Services Company Inc. (AXP) This matches the $CDLX agreement. $CDLX: On March [--] [----] Cardlytics Inc. (the Company) entered into an agreement (the Agreement) with American Express Travel Related Services Company Inc. (AXP). https://t.co/LakgDCDyGd $CDLX: On March [--] [----] Cardlytics Inc. (the Company) entered into an agreement (the Agreement) with American Express Travel Related Services Company Inc. (AXP). https://t.co/LakgDCDyGd"  
[X Link](https://x.com/Swany407/status/1768399378601906191)  2024-03-14T22:10Z [----] followers, [----] engagements


"Also according to $AXP 10-K: "American Express Company and its principal operating subsidiary American Express Travel Related Services Company Inc. (TRS)." h/t @ilov3bu5h"  
[X Link](https://x.com/Swany407/status/1768413467722092961)  2024-03-14T23:06Z [----] followers, [---] engagements


"@YankyBanash @IndraStocks Should also have faster discovery + higher usage of $CDLX offers compared to if CDLX signed a different bank given $AXP users already have a similar style of offers program that they engage with and their users seem to be quite active with offers based on previous stats"  
[X Link](https://x.com/Swany407/status/1768449679052697664)  2024-03-15T01:30Z [----] followers, [---] engagements


"I plan to email out a $CDLX Research Note about the Q4 earnings call and AmEx partnership soon. Until then there are some important details and observations in this week's $CDLX Report if you have not already read it. $CDLX Report #31: AmEx integration observation AmEx rev share observation new large advertisers new offer construct Chase user experience update international growth BofA differentiation Bridg growth and more. https://t.co/T3br516Ise https://t.co/75SQDeaPwt $CDLX Report #31: AmEx integration observation AmEx rev share observation new large advertisers new offer construct Chase"  
[X Link](https://x.com/Swany407/status/1770088204659519518)  2024-03-19T14:01Z [----] followers, [---] engagements


"$CDLX Prices $150.0 Million Convertible Senior Notes Offering https://ir.cardlytics.com/news-releases/news-release-details/cardlytics-prices-1500-million-convertible-senior-notes-offering https://ir.cardlytics.com/news-releases/news-release-details/cardlytics-prices-1500-million-convertible-senior-notes-offering"  
[X Link](https://x.com/Swany407/status/1772795503597494450)  2024-03-27T01:19Z [----] followers, [----] engagements


"@hallelujahcap Right this is the first time not mentioning a billings / revenue share. No rev share with AmEx is one reason this could lead to quite significant adj contribution and cash flow (given low incremental OpEx for adding + servicing an additional bank). $CDLX: New bank partnerships likely come with lower rev share. But one possibility is no rev share with $AXP on $CDLX-sourced offers. Other announcements mention billings / revenue share. Language changed in $AXP announcement. Only mentions paying the consumer incentive. https://t.co/X7xlx4ne5G $CDLX: New bank partnerships likely"  
[X Link](https://x.com/Swany407/status/1773457532406669490)  2024-03-28T21:09Z [----] followers, [---] engagements


"$CDLX Announces First Quarter [----] Financial Results https://ir.cardlytics.com/news-releases/news-release-details/cardlytics-announces-first-quarter-2024-financial-results https://ir.cardlytics.com/news-releases/news-release-details/cardlytics-announces-first-quarter-2024-financial-results"  
[X Link](https://x.com/Swany407/status/1788300419464036525)  2024-05-08T20:10Z [----] followers, [----] engagements


"$CVNA Drives industry-leading 33% YoY Retail Unit growth and industry-leading profitability among public automotive retailers with record 10.4% Adjusted EBITDA Margin Carvana expects a sequential increase in retail units in Q3 and FY [----] Adjusted EBITDA of $1.0 - [---] Billion $CVNA: Carvana Announces Industry-Leading Second Quarter [----] Results https://t.co/fc5bqcsJ3F $CVNA: Carvana Announces Industry-Leading Second Quarter [----] Results https://t.co/fc5bqcsJ3F"  
[X Link](https://x.com/Swany407/status/1818741575595573495)  2024-07-31T20:12Z [----] followers, [----] engagements


"$CVNA: Carvana CEO Ernie Garcia on Q2 results: Most profitable quarter of any automotive retailer ever https://youtu.be/Vn37DclJeuwsi=Ltgb5BvZ_p4saA45 https://youtu.be/Vn37DclJeuwsi=Ltgb5BvZ_p4saA45"  
[X Link](https://x.com/Swany407/status/1819025242779529667)  2024-08-01T14:59Z [----] followers, [----] engagements


"$CDLX: Cardlytics Announces Second Quarter [----] Financial Results https://ir.cardlytics.com/news-releases/news-release-details/cardlytics-announces-second-quarter-2024-financial-results https://ir.cardlytics.com/news-releases/news-release-details/cardlytics-announces-second-quarter-2024-financial-results"  
[X Link](https://x.com/Swany407/status/1821278836404957345)  2024-08-07T20:14Z [----] followers, [----] engagements


"@4drant $CDLX has been a much larger allocation at given times. Decreased recently given certain observations. For a while Ive only owned $CDLX and $CVNA so I follow them closely and share that info. And even when $CDLX is a smaller weight I watch closely for opportunities to add"  
[X Link](https://x.com/Swany407/status/1821666801127977029)  2024-08-08T21:56Z [----] followers, [----] engagements


"$CDLX Report #56: New regional grocer using Rippl another Bridg / Rippl observation BofA special offers new Chase Media Solutions offers and changes new and returning advertisers and more"  
[X Link](https://x.com/Swany407/status/1833152707617587295)  2024-09-09T14:37Z [----] followers, [----] engagements


"$CVNA: New videos for vehicle highlights"  
[X Link](https://x.com/Swany407/status/1848453308752535567)  2024-10-21T19:56Z [----] followers, [----] engagements


"$CVNA: EV Trends Report Q3 [----] http://static1.squarespace.com/static/6463fc4 http://static1.squarespace.com/static/6463fc4"  
[X Link](https://x.com/Swany407/status/1848705090816770174)  2024-10-22T12:36Z [----] followers, [----] engagements


"$CVNA: EV share of make/model searches on Carvana has increased in every quarter of [----] thus far. EV share of vehicle page views grew by 226% year-over-year in Q3 [----] reflecting an ongoing shift in shopper interest. $CVNA: EV Trends Report Q3 [----] https://t.co/7oi0s3D3Ay https://t.co/0oEy0APaA7 $CVNA: EV Trends Report Q3 [----] https://t.co/7oi0s3D3Ay https://t.co/0oEy0APaA7"  
[X Link](https://x.com/Swany407/status/1848705741495861614)  2024-10-22T12:39Z [----] followers, [---] engagements


"$CVNA: EV shoppers indicate a preference for luxury features"  
[X Link](https://x.com/Swany407/status/1848706470264684820)  2024-10-22T12:42Z [----] followers, [---] engagements


"$CVNA: EV shoppers prefer lower mileage and newer model years and the data suggests an understanding that these preferences generally lead to a higher price range"  
[X Link](https://x.com/Swany407/status/1848707011904503931)  2024-10-22T12:44Z [----] followers, [---] engagements


"$CVNA: 2Q24 Units and Economics (Research Note #11) Focus is on Carvanas retail units and economics over time through Q2 [----]. Includes visuals and metrics not readily available within Carvanas reporting / supplemental tables or from other sources"  
[X Link](https://x.com/Swany407/status/1848744355189621056)  2024-10-22T15:12Z [----] followers, [---] engagements


"$CVNA: KMX vs CVNA 2Q24 (Research Note #12) Comparing Carvana's and CarMax's retail units and economics over time through their latest earnings"  
[X Link](https://x.com/Swany407/status/1849514015652753597)  2024-10-24T18:11Z [----] followers, [----] engagements


"$CVNA: 3Q24 and 4Q24 Estimates (Research Note #13) Estimates and analysis based on Carvanas full-year guidance and leveraging estimates of retail units. Includes comparisons to recent actuals CarMax and vs interest expense + CapEx"  
[X Link](https://x.com/Swany407/status/1850569037085888736)  2024-10-27T16:03Z [----] followers, [---] engagements


"$CVNA: New National Ad with Kristen Bell and Dax Shepard "Tracking All Cars" (Carvana Value Tracker) https://www.youtube.com/watchv=HFk_KXfjSBc&ab_channel=Carvana https://www.youtube.com/watchv=HFk_KXfjSBc&ab_channel=Carvana"  
[X Link](https://x.com/Swany407/status/1850887189107810777)  2024-10-28T13:07Z [----] followers, [----] engagements


"$CVNA 3Q24:"  
[X Link](https://x.com/Swany407/status/1851718826557104433)  2024-10-30T20:12Z [----] followers, [----] engagements


"$CVNA Q3: Delivers Net Income of $148 Million and record Adjusted EBITDA of $429 Million. Carvana expects Adjusted EBITDA significantly above the high end of previous $1.0 - $1.2 Billion range"  
[X Link](https://x.com/Swany407/status/1851719304217268638)  2024-10-30T20:14Z [----] followers, [----] engagements


"$CVNA 3Q24: Another QoQ increase in total GPU"  
[X Link](https://x.com/Swany407/status/1851719886759715046)  2024-10-30T20:16Z [----] followers, [---] engagements


"$CVNA 3Q24: Total SG&A increased QoQ but with advertising expense only increasing slightly and overhead decreasing. All decreased on a per unit basis given the QoQ increase in retail units"  
[X Link](https://x.com/Swany407/status/1851720805585162284)  2024-10-30T20:20Z [----] followers, [---] engagements


"$CVNA 3Q24: "The machine we have built is fundamentally differentiated and the result is an opportunity with few precedents.Today we are the most profitable and fastest-growing automotive retailer and there is still much more to do.""  
[X Link](https://x.com/Swany407/status/1851721640687833377)  2024-10-30T20:23Z [----] followers, [----] engagements


"$CVNA: Unlocking the Long-Term Potential of Carvana and ADESA Together"  
[X Link](https://x.com/Swany407/status/1851722862698385599)  2024-10-30T20:28Z [----] followers, [---] engagements


"$CVNA $250. $CVNA $200. 50x in [--] years. https://t.co/sqJUySBq9v $CVNA $200. 50x in [--] years. https://t.co/sqJUySBq9v"  
[X Link](https://x.com/Swany407/status/1851752658597523762)  2024-10-30T22:26Z [----] followers, [----] engagements


"$CVNA: Carvana CEO on Q3 Earnings Beat https://youtu.be/E0yDtxvKZQwsi=6Svuz76JU7vjeB8D https://youtu.be/E0yDtxvKZQwsi=6Svuz76JU7vjeB8D"  
[X Link](https://x.com/Swany407/status/1852033670946717713)  2024-10-31T17:03Z [----] followers, [----] engagements


"CNBC: Your GPU is greater than $7400But this comes at a time when overall used vehicle prices are falling in this country. Explain how you're able to grow that gross profit at a time when people are saying I want a cheaper used vehicle. Ernie: Vertical integration. $CVNA $CVNA: Carvana CEO on Q3 Earnings Beat https://t.co/ZKkNIPVpKk $CVNA: Carvana CEO on Q3 Earnings Beat https://t.co/ZKkNIPVpKk"  
[X Link](https://x.com/Swany407/status/1852037984813519006)  2024-10-31T17:20Z [----] followers, [----] engagements


"$CVNA: Benefits of Carvana's Differentiated Business Model"  
[X Link](https://x.com/Swany407/status/1852038486963916819)  2024-10-31T17:22Z [----] followers, [---] engagements


"@Main_Ridge @IndraStocks Some differences: $KMX still has commission agents so a similar experience as trad dealer. Been slower to have completely online purchases. Doesnt deliver from all locations and has been reducing it. $CVNA scale can lead to lower prices more selection and faster delivery"  
[X Link](https://x.com/Swany407/status/1853190264795365694)  2024-11-03T21:39Z [----] followers, [---] engagements


"$CDLX: Q3 Actuals vs Guidance $CDLX: Third Quarter [----] Financial Results https://t.co/wa72RYL3ID $CDLX: Third Quarter [----] Financial Results https://t.co/wa72RYL3ID"  
[X Link](https://x.com/Swany407/status/1854269822684606903)  2024-11-06T21:09Z [----] followers, [----] engagements


"$CVNA: Ernie Garcia - Leading Through Crisis (Invest Like the Best) https://joincolossus.com/episode/steering-carvana-through-a-99-drawdown/ https://joincolossus.com/episode/steering-carvana-through-a-99-drawdown/"  
[X Link](https://x.com/Swany407/status/1856304060908867740)  2024-11-12T11:52Z [----] followers, [---] engagements


"$CVNA Ernie Garcia on leading through crisis: https://t.co/Q9cIPy2oBw Ernie Garcia on leading through crisis: https://t.co/Q9cIPy2oBw"  
[X Link](https://x.com/Swany407/status/1856342104609284122)  2024-11-12T14:23Z [----] followers, [----] engagements


"$CVNA: 3Q24 Units and Economics (Research Note #15) Analysis of the retail units and economics over time with a focus on the latest QoQ changes. Includes visuals and metrics not readily available within Carvanas reporting / supplemental tables or from other sources"  
[X Link](https://x.com/Swany407/status/1857810496289739080)  2024-11-16T15:38Z [----] followers, [---] engagements


"$CDLX Report #66: New Commerce AI Platform and Technologies new Head of Sales Readiness and Enablement new Bridg / Rippl podcast large increase in new job listings new large advertiser returns and more"  
[X Link](https://x.com/Swany407/status/1858251139340537960)  2024-11-17T20:49Z [----] followers, [----] engagements


"$CVNA: I will be emailing out the updated analysis for 3Q24 tomorrow. $CVNA: KMX vs CVNA 2Q24 (Research Note #12) Comparing Carvana's and CarMax's retail units and economics over time through their latest earnings. https://t.co/rWVRNdZBDZ $CVNA: KMX vs CVNA 2Q24 (Research Note #12) Comparing Carvana's and CarMax's retail units and economics over time through their latest earnings. https://t.co/rWVRNdZBDZ"  
[X Link](https://x.com/Swany407/status/1859725606101119040)  2024-11-21T22:28Z [----] followers, [----] engagements


"$MCS and $CNK: Tracking the Thesis - Quick Thesis for MCS and CNK - Very Recent Observations - Marcus Recovery - Cinemark Recovery - MCS vs CNK (Investment Perspective) - Context / Portfolio Update"  
[X Link](https://x.com/Swany407/status/1863588810845564942)  2024-12-02T14:19Z [----] followers, [---] engagements


"$CVNA: The Rise And Fall And Rise Again of Carvana Ernie Garcia Jr. https://youtu.be/SVJVfdHsdqksi=VNDMEZFpMQDSOLEs https://youtu.be/SVJVfdHsdqksi=VNDMEZFpMQDSOLEs"  
[X Link](https://x.com/Swany407/status/1869013724918694056)  2024-12-17T13:36Z [----] followers, [----] engagements


"$CVNA CEO Ernie Garcia CNBC: https://youtu.be/SwkLTmMkqkksi=tdE1_UEGqmPlOQ0K https://youtu.be/SwkLTmMkqkksi=tdE1_UEGqmPlOQ0K"  
[X Link](https://x.com/Swany407/status/1870138164393980050)  2024-12-20T16:04Z [----] followers, [----] engagements


"$CVNA Q1 QTD Comp: @blue_chip1 CVNA QTD sales are comping +57% @blue_chip1 CVNA QTD sales are comping +57%"  
[X Link](https://x.com/Swany407/status/1881741573819658602)  2025-01-21T16:32Z [----] followers, [---] engagements


"$CVNA: New Campaign Highlights Convenience of its Online Car Buying Experience with Kristen Bell and Dax Shepard https://www.businesswire.com/news/home/20250121479071/en https://www.businesswire.com/news/home/20250121479071/en"  
[X Link](https://x.com/Swany407/status/1881879871942721563)  2025-01-22T01:41Z [----] followers, [---] engagements


"$CVNA: Carvana to Report Fourth Quarter and Fiscal Year [----] Results and Host Quarterly Conference Call on February [--] https://www.businesswire.com/news/home/20250122210915/en https://www.businesswire.com/news/home/20250122210915/en"  
[X Link](https://x.com/Swany407/status/1882052463748137197)  2025-01-22T13:07Z [----] followers, [---] engagements


"$CVNA 4Q24 and 1Q25 retail units: $CVNA Q4 Final Unit Estimate - [------] (+51% YoY) Q1 Growth QTD - +54% (141173 implied units) Carvana has seen significant continued growth with sales last week of [-----] the highest we've seen since tracking started. More info at the link below $CVNA Q4 Final Unit Estimate - [------] (+51% YoY) Q1 Growth QTD - +54% (141173 implied units) Carvana has seen significant continued growth with sales last week of [-----] the highest we've seen since tracking started. More info at the link below"  
[X Link](https://x.com/Swany407/status/1882491067746095224)  2025-01-23T18:10Z [----] followers, [----] engagements


"$KMX 4Q24 vs $CVNA 3Q24 (Research Note #17) Analysis of Carvana's and CarMax's units and economics over time through their latest earnings"  
[X Link](https://x.com/Swany407/status/1884710107889422662)  2025-01-29T21:08Z [----] followers, [----] engagements


"$CVNA: 4Q24 and 1Q25 Units (Research Note #18) Analysis of the retail units over time (and vs $KMX) with a focus on the latest retail-unit estimates"  
[X Link](https://x.com/Swany407/status/1887520949500571692)  2025-02-06T15:17Z [----] followers, [---] engagements


"$CVNA: BREAKING: Carvana has acquired a *traditional* dealership Jerry Seiner Chrysler Dodge Jeep Ram 🤯 This story has now been confirmed. What a crazy turn of events. More to come. https://t.co/RWYGyp7CCd BREAKING: Carvana has acquired a *traditional* dealership Jerry Seiner Chrysler Dodge Jeep Ram 🤯 This story has now been confirmed. What a crazy turn of events. More to come. https://t.co/RWYGyp7CCd"  
[X Link](https://x.com/Swany407/status/1895597509818683535)  2025-02-28T22:10Z [----] followers, [----] engagements


"$CVNA: 4Q24 Post-Earnings Analysis Focuses on the latest QoQ and YoY changes with visuals / metrics / summaries not readily available elsewhere"  
[X Link](https://x.com/Swany407/status/1897716386228543705)  2025-03-06T18:30Z [----] followers, [---] engagements


"$CDLX Report #83 (3.16.2025): New Rippl numbers and clients new type of multi-tier offer updates on CDLX's website new and returning CDLX advertisers new and returning CMS advertisers and more. Emailing out the 4Q24 post-earnings analysis soon"  
[X Link](https://x.com/Swany407/status/1901697852293730520)  2025-03-17T18:11Z [----] followers, [----] engagements


"$CVNA: Scrolliosis"  
[X Link](https://x.com/Swany407/status/1906738327568413056)  2025-03-31T16:00Z [----] followers, [----] engagements


"$CVNA: Financing with Carvana Inner Monologue"  
[X Link](https://x.com/Swany407/status/1906738572813627557)  2025-03-31T16:01Z [----] followers, [----] engagements


"$CVNA: Carvana Announces Auction-IRC Megasite Integration in New Jersey https://www.businesswire.com/news/home/20250402371393/en/Carvana-Announces-Auction-IRC-Megasite-Integration-in-New-Jersey https://www.businesswire.com/news/home/20250402371393/en/Carvana-Announces-Auction-IRC-Megasite-Integration-in-New-Jersey"  
[X Link](https://x.com/Swany407/status/1907476381098733602)  2025-04-02T16:53Z [----] followers, [---] engagements


"$CVNA: New interview with CEO Ernest Garcia https://www.youtube.com/watchv=TMBoLo-YRQA&t=1s&ab_channel=20VCwithHarryStebbings https://www.youtube.com/watchv=TMBoLo-YRQA&t=1s&ab_channel=20VCwithHarryStebbings"  
[X Link](https://x.com/Swany407/status/1909279520982536658)  2025-04-07T16:18Z [----] followers, [---] engagements


"$CDLX Report #86 (4.6.2025): AmEx update. New and returning CDLX advertisers (including very large and attractive). New and returning CMS advertisers. And more"  
[X Link](https://x.com/Swany407/status/1909321111486992512)  2025-04-07T19:03Z [----] followers, [----] engagements


"$CVNA: Carvana Announces Auction-IRC Megasite Integration in Phoenix Area https://www.businesswire.com/news/home/20250408696333/en/Carvana-Announces-Auction-IRC-Megasite-Integration-in-Phoenix-Area https://www.businesswire.com/news/home/20250408696333/en/Carvana-Announces-Auction-IRC-Megasite-Integration-in-Phoenix-Area"  
[X Link](https://x.com/Swany407/status/1909601952956112991)  2025-04-08T13:39Z [----] followers, [---] engagements


"$CVNA - Driving Innovation: A Fireside Chat with Ernie Garcia CEO of Carvana & Executive of the Year (Apr [--] 2025) https://www.youtube.com/watchv=EAvhsAmYvPk https://www.youtube.com/watchv=EAvhsAmYvPk"  
[X Link](https://x.com/Swany407/status/1912247631083905439)  2025-04-15T20:52Z [----] followers, [----] engagements


"$CDLX Report #88 (4.20.2025): Multiple updates with one banking partner. Significant change in offer and advertiser count. New and returning CDLX and CMS advertisers"  
[X Link](https://x.com/Swany407/status/1914423560325751142)  2025-04-21T20:58Z [----] followers, [----] engagements


"$CVNA: Announces Record First Quarter [----] Results"  
[X Link](https://x.com/Swany407/status/1920208703946403987)  2025-05-07T20:06Z [----] followers, [----] engagements


"$CVNA vs Public Auto Retailers"  
[X Link](https://x.com/Swany407/status/1920215782597767612)  2025-05-07T20:34Z [----] followers, [----] engagements


"$CVNA: New cars available on Carvana BREAKING: Carvana has acquired a *traditional* dealership Jerry Seiner Chrysler Dodge Jeep Ram 🤯 This story has now been confirmed. What a crazy turn of events. More to come. https://t.co/RWYGyp7CCd BREAKING: Carvana has acquired a *traditional* dealership Jerry Seiner Chrysler Dodge Jeep Ram 🤯 This story has now been confirmed. What a crazy turn of events. More to come. https://t.co/RWYGyp7CCd"  
[X Link](https://x.com/Swany407/status/1921275202773614662)  2025-05-10T18:44Z [----] followers, [----] engagements


"$CVNA: Selling Brand New Cars New observations and notes regarding the latest development of Carvana now selling brand new cars following their recent acquisition of a traditional dealership"  
[X Link](https://x.com/Swany407/status/1922652647028383957)  2025-05-14T13:58Z [----] followers, [---] engagements


"$CDLX: 1Q25 Post-Earnings Analysis Discussions on CRP (the likely non-FI partner and other partners involved) Bridg / CPG offers (and info related to CPG advertisers) the new neobank partner (confirmed) AmEx and other important considerations"  
[X Link](https://x.com/Swany407/status/1923124058440208538)  2025-05-15T21:11Z [----] followers, [----] engagements


"$CDLX Report #92: AmEx offers from CDLX are now included within the data in these reports"  
[X Link](https://x.com/Swany407/status/1924510165807612233)  2025-05-19T16:59Z [----] followers, [----] engagements


"$CDLX Report #93: New Chase comments and numbers on CMS approval of [----] Equity Incentive Plan additional information on Cardlytics Rewards Platform and new and returning CDLX and CMS advertisers"  
[X Link](https://x.com/Swany407/status/1927399405721682345)  2025-05-27T16:20Z [----] followers, [----] engagements


"$CDLX Report #94: New observations related to CRP with non-FIs. New and returning CDLX and CMS advertisers (including more switching from CDLX to CMS)"  
[X Link](https://x.com/Swany407/status/1929654912310206471)  2025-06-02T21:42Z [----] followers, [----] engagements


"$CDLX Report #95: New unique CDLX offer condition. Increase in CDLX offers within AmEx. New and returning CDLX and CMS advertisers (including large and attractive)"  
[X Link](https://x.com/Swany407/status/1932169657924059458)  2025-06-09T20:15Z [----] followers, [----] engagements


"$CVNA: Jon Hamm and Carvana Launch National Campaign Highlighting the Simpler Way to Sell Your Car https://www.businesswire.com/news/home/20250610508048/en/Jon-Hamm-and-Carvana-Launch-National-Campaign-Highlighting-the-Simpler-Way-to-Sell-Your-Car https://www.businesswire.com/news/home/20250610508048/en/Jon-Hamm-and-Carvana-Launch-National-Campaign-Highlighting-the-Simpler-Way-to-Sell-Your-Car"  
[X Link](https://x.com/Swany407/status/1932410955150799271)  2025-06-10T12:14Z [----] followers, [---] engagements


"$CVNA: Jon Hamm Caught. selling his car the easy way to Carvana https://youtu.be/PszpkpOfkpEsi=mm_QDS_mHxl85G2P https://youtu.be/PszpkpOfkpEsi=mm_QDS_mHxl85G2P"  
[X Link](https://x.com/Swany407/status/1932411188458979739)  2025-06-10T12:15Z [----] followers, [----] engagements


"$CDLX Report #96: Possible changes with international growth plans Former executive provides names of Bridg partners Potential AmEx issue New Citi observation New & returning CDLX advertisers (including very large) New & returning CMS advertisers (more switching from CDLX)"  
[X Link](https://x.com/Swany407/status/1934686218861658479)  2025-06-16T18:55Z [----] followers, [----] engagements


"$CDLX Report #97: Major change with a CDLX partners offers program. More changes with CDLXs UK business. New and returning CDLX advertisers (including large and attractive). New and returning CMS advertisers (including more switching from CDLX to CMS)"  
[X Link](https://x.com/Swany407/status/1937204301157236895)  2025-06-23T17:41Z [----] followers, [----] engagements


"$CVNA: KMX 2Q25 vs CVNA 1Q25 In addition to updating all the numbers and graphs new commentary was added related to KMXs decrease in finance GPU increase in other GPU and KMX's announcement of a nonprime securitization and having an associated gain on loan sale in the future"  
[X Link](https://x.com/Swany407/status/1937915464778231825)  2025-06-25T16:47Z [----] followers, [---] engagements


"$CDLX Report #98: New development of selling their data. Update on U.K. business. New and returning CDLX advertisers (including large and attractive). New and returning CMS advertisers (including more switching from CDLX to CMS)"  
[X Link](https://x.com/Swany407/status/1939698953676595509)  2025-06-30T14:54Z [----] followers, [----] engagements


"$CDLX Report #99 (7.6.2025): Another Citi observation. CMS extending inventory. Large change in CDLX offers and advertisers. New and returning CMS advertisers (including more switching from CDLX to CMS)"  
[X Link](https://x.com/Swany407/status/1942301640029085792)  2025-07-07T19:16Z [----] followers, [----] engagements


"$CDLX Report #101 (7.20.2025): New Customer Insights in the CDLX Insights Portal. Returning CDLX advertisers (including large and attractive). New and returning CMS advertisers"  
[X Link](https://x.com/Swany407/status/1947299685674156098)  2025-07-21T14:16Z [----] followers, [----] engagements


"$CDLX Report #102 (7.27.2025): Expansion of local offers. Follow-up on potential AmEx issue. Large redemption potential with a large & attractive advertiser. Important new job listing. Returning CDLX and CMS advertisers"  
[X Link](https://x.com/Swany407/status/1949896198967509366)  2025-07-28T18:14Z [----] followers, [----] engagements


"$CVNA Announces Record Second Quarter [----] Results"  
[X Link](https://x.com/Swany407/status/1950649219209216248)  2025-07-30T20:06Z [----] followers, [----] engagements


"$CDLX 2Q25 Earnings (Research Note) Discussions on CDLX's latest earnings with a focus on the latest restrictions by Chase"  
[X Link](https://x.com/Swany407/status/1953831354082197519)  2025-08-08T14:51Z [----] followers, [----] engagements


"$CDLX Report 8.10.2025 New use of Chase Offers by Chase and new CDLX advertisers"  
[X Link](https://x.com/Swany407/status/1954889179155833153)  2025-08-11T12:54Z [----] followers, [----] engagements


"$CVNA: KMX vs CVNA 2Q25 Analysis of Carvana's and CarMax's units and economics over time through their latest earnings. Compares the many different components of their unit economics and details where one is doing something fundamentally different than the other"  
[X Link](https://x.com/Swany407/status/1954999482258792567)  2025-08-11T20:12Z [----] followers, [---] engagements


"$CDLX Report 8.17.2025: New CDLX CMS AmEx Observations (related to restrictions and Q3 guidance). Important role filled. New and returning CDLX advertisers (including large & attractive)"  
[X Link](https://x.com/Swany407/status/1957441704987955340)  2025-08-18T13:57Z [----] followers, [----] engagements


"@themagicbakery @lundeen_ne 8-K from Jan [----] has some details on the NOL preservation including any person which currently owns 4.9% or more of Carvanas Class A common stock may continue to own its sharesbut may not acquire any additional shares without triggering the Tax Asset Preservation Plan"  
[X Link](https://x.com/Swany407/status/1959347654439399497)  2025-08-23T20:10Z [----] followers, [---] engagements


"@themagicbakery @lundeen_ne I took the 50% limit to be the rules under IRC [---] rather than what CVNA imposed under their Tax Asset Protection Plan (like the rule in the text I included above). Regarding Garcias it also said Carvana's Board of Directors has the discretion to exempt any person or group"  
[X Link](https://x.com/Swany407/status/1959354602639573495)  2025-08-23T20:38Z [----] followers, [---] engagements


"$CDLX Report 8.24.2025: Update on AmEx (following Chase restrictions) and more returning CDLX advertisers"  
[X Link](https://x.com/Swany407/status/1960056979122209227)  2025-08-25T19:09Z [----] followers, [----] engagements


"$CVNA Job Listings"  
[X Link](https://x.com/Swany407/status/1961419879602343977)  2025-08-29T13:25Z [----] followers, [----] engagements


"$CDLX Report 8.31.2025: New Chase user experiences and new and returning CDLX advertisers"  
[X Link](https://x.com/Swany407/status/1962535235133861992)  2025-09-01T15:17Z [----] followers, [----] engagements


"$FNMA $FMCC: Changing Risk vs Reward Updated thoughts and positions with Fannie Mae and Freddie Mac"  
[X Link](https://x.com/Swany407/status/1968307727958241761)  2025-09-17T13:35Z [----] followers, [----] engagements


"$CVNA vs $KMX: 3Q25 Units and Growth Analysis of Carvana's and CarMax's units and growth over time through KMX's earnings today + using CVNA's projected 3Q25 units. (Will also send out analysis related to KMXs updated economics and their commentary soon)"  
[X Link](https://x.com/Swany407/status/1971314663712575985)  2025-09-25T20:43Z [----] followers, [----] engagements


"$CVNA Acquires Second CDJR Dealership (Dallas TX) New observations regarding the latest development of Carvana buying a second traditional dealership (including items I have not seen discussed elsewhere)"  
[X Link](https://x.com/Swany407/status/1972678405079371995)  2025-09-29T15:02Z [----] followers, [---] engagements


"Good interview with $CVNA CPO @DanGill Discusses how they addressed past title & registration issues why they can over pay for trade-ins shipping fees giving value back to customers no dealer / doc fees vs the industry their current and future uses of AI and more. I really enjoyed the deep discussion on auto retail with @Devindra for the @engadget podcast. Scaling auto ecommerce is very very hard and Devindra asks the right questions https://t.co/hrgswRdDGf I really enjoyed the deep discussion on auto retail with @Devindra for the @engadget podcast. Scaling auto ecommerce is very very hard"  
[X Link](https://x.com/Swany407/status/1973469966222631058)  2025-10-01T19:27Z [----] followers, [---] engagements


"Thread of all my Cardlytics $CDLX write-ups and videos. Posted in order of date published"  
[X Link](https://x.com/anyuser/status/1424478563965751306)  2021-08-08T21:12Z [----] followers, [--] engagements


"Cardlytics $CDLX: The Power of Bridg (and Why CDLX is Undervalued) Video: Apple Podcasts: Spotify: Write-up: https://swany407.substack.com/p/bridg https://spoti.fi/3nwggKM https://apple.co/3Fy4ZQq https://youtu.be/ylQ3PEiM2t8 https://swany407.substack.com/p/bridg https://spoti.fi/3nwggKM https://apple.co/3Fy4ZQq https://youtu.be/ylQ3PEiM2t8"  
[X Link](https://x.com/Swany407/status/1482814934325026823)  2022-01-16T20:40Z [----] followers, [--] engagements


"A lot of good updates today from the $CDLX Q1 [----] earnings call and updated presentations. The following are my notes and thoughts on the items that most stood out:"  
[X Link](https://x.com/anyuser/status/1521315977593384960)  2022-05-03T02:29Z [----] followers, [--] engagements


"Newest member of the family Emma and Is first kid. Couldnt be happier"  
[X Link](https://x.com/Swany407/status/1536113152076976128)  2022-06-12T22:28Z [----] followers, [--] engagements


"BofA renewed with $CDLX through July [--] [----]. https://www.sec.gov/ixdoc=/Archives/edgar/data/0001666071/000166607122000084/cdlx-20220707.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0001666071/000166607122000084/cdlx-20220707.htm"  
[X Link](https://x.com/anyuser/status/1546950642161295360)  2022-07-12T20:12Z [----] followers, [--] engagements


"Celebrating our [--] year wedding anniversary tonight"  
[X Link](https://x.com/Swany407/status/1580713689614667776)  2022-10-14T00:14Z [----] followers, [--] engagements


"$CDLX announces updated guidance for first quarter [----] financial results:"  
[X Link](https://x.com/anyuser/status/1643217101413404672)  2023-04-04T11:41Z [----] followers, 10.7K engagements


"Had a great discussion on $CDLX with @afterinvestor today:"  
[X Link](https://x.com/Swany407/status/1659383693046083591)  2023-05-19T02:21Z [----] followers, 24.8K engagements


"Wife bought me a gift for Fathers Day. I think I was more excited hearing she used a $CDLX offer for it"  
[X Link](https://x.com/anyuser/status/1670435508726505474)  2023-06-18T14:17Z [----] followers, [----] engagements


"Might be one of the best reviews Ive received so far:"  
[X Link](https://x.com/Swany407/status/1679178846430429184)  2023-07-12T17:20Z [----] followers, [----] engagements


"$CDLX Q2 [----] Results: Operating Cash Flow $5.7M this quarter"  
[X Link](https://x.com/Swany407/status/1686493499363926018)  2023-08-01T21:45Z [----] followers, [----] engagements


"$CDLX: Q4 [----] Guidance"  
[X Link](https://x.com/Swany407/status/1722362964634722808)  2023-11-08T21:18Z [----] followers, 11.5K engagements


"$CDLX: SBUX offer now on Dosh and Venmo. Same multi-tier offer of Earn 10% back on all of your Starbucks app purchases or earn 5% back on all other transactions. $CDLX: Starbucks is back. https://t.co/DhGZJPjrCv $CDLX: Starbucks is back. https://t.co/DhGZJPjrCv"  
[X Link](https://x.com/anyuser/status/1765581677424771128)  2024-03-07T03:34Z [----] followers, [----] engagements


"$CDLX: Craig-Hallum upgrades after 'impressive quarter'"  
[X Link](https://x.com/Swany407/status/1768619292885504047)  2024-03-15T12:44Z [----] followers, [----] engagements


"$CDLX today completed its private offering of $172.5M of its 4.25% Convertible Senior Notes due [----]. $CDLX used $169.3M net proceeds from the Offering + cash on hand to repurchase for cash $183.9M of the Convertible Senior Notes due [----]. https://ir.cardlytics.com/node/12306/html https://ir.cardlytics.com/node/12306/html"  
[X Link](https://x.com/Swany407/status/1774910721169477806)  2024-04-01T21:24Z [----] followers, [----] engagements


"$CDLX: New Form 4s from multiple board members purchasing shares"  
[X Link](https://x.com/anyuser/status/1823116875988893961)  2024-08-12T21:58Z [----] followers, [----] engagements


"$CDLX: 3Q24 Pre-Earnings Analysis (Research Note #284) Contains information that led me to significantly increase my allocation of $CDLX"  
[X Link](https://x.com/anyuser/status/1853915212157710736)  2024-11-05T21:40Z [----] followers, [----] engagements


"$CNK: Cinemark Achieves All-Time Domestic Records with Spectacular Thanksgiving Moviegoing Surge"  
[X Link](https://x.com/Swany407/status/1863594933761851577)  2024-12-02T14:43Z [----] followers, [---] engagements


"$LB: WaterBridge Announces Long-Term Commercial Agreements with BPX Energy Up to 600MBbls/d of new produced water handling capacity to be developed including up to 400MBbls/d on LandBridge surface. Agreement includes a 10-year minimum volume commitment https://www.businesswire.com/news/home/20250121837767/en/WaterBridge-Announces-Long-Term-Commercial-Agreements-with-BPX-Energy-to-Support-Delaware-Basin-Development https://www.businesswire.com/news/home/20250121837767/en/WaterBridge-Announces-Long-Term-Commercial-Agreements-with-BPX-Energy-to-Support-Delaware-Basin-Development"  
[X Link](https://x.com/Swany407/status/1881740940672659457)  2025-01-21T16:29Z [----] followers, [----] engagements


"$CVNA: Carvana Announces Auction-IRC Megasite Integration in Indianapolis https://www.businesswire.com/news/home/20250211857919/en https://www.businesswire.com/news/home/20250211857919/en"  
[X Link](https://x.com/Swany407/status/1889347274150416806)  2025-02-11T16:14Z [----] followers, [---] engagements


"$CVNA: Carvana Customer Survey Reveals Preferences of Car Buyers Driving Rapid Growth of Used EV Category https://www.businesswire.com/news/home/20250212581707/en/Carvana https://www.businesswire.com/news/home/20250212581707/en/Carvana"  
[X Link](https://x.com/Swany407/status/1889675030558032252)  2025-02-12T13:56Z [----] followers, [---] engagements


"$CVNA: Carvana Announces Record Fourth Quarter and Full Year [----] Results"  
[X Link](https://x.com/Swany407/status/1892321449332941101)  2025-02-19T21:12Z [----] followers, [----] engagements


"$CVNA: Carvana to Report First Quarter [----] Results and Host Quarterly Conference Call on May 7"  
[X Link](https://x.com/Swany407/status/1909960341024370744)  2025-04-09T13:23Z [----] followers, [---] engagements


"$CVNA: Carvana CEO Ernie Garcia: Don't believe we'll be 'super directly impacted' by tariffs https://youtu.be/jYLN1Hddf8Asi=KlKsVq9X1lX1TVeX https://youtu.be/jYLN1Hddf8Asi=KlKsVq9X1lX1TVeX"  
[X Link](https://x.com/Swany407/status/1920479589324706069)  2025-05-08T14:03Z [----] followers, [----] engagements


"$CVNA: Carvana to Present at Upcoming J.P. Morgan Global Technology Media and Communications Conference Tomorrow Tuesday May [--] [----] at 3:50 PM ET"  
[X Link](https://x.com/Swany407/status/1922022981183668291)  2025-05-12T20:16Z [----] followers, [---] engagements


"$HGV $VAC $TNL: Buybacks & Dividends Analysis on past current and future capital returns to shareholders. This has become more interesting recently given some of the large increases in capital returns and corresponding yields"  
[X Link](https://x.com/Swany407/status/1933271794749743162)  2025-06-12T21:14Z [----] followers, [---] engagements


"$CDLX Report #103 (8.3.2025): Hy-Vees RedMedia Joins the Rippl Retail Media Network. More returning CDLX advertisers. Larger changes with CMS (including related to past and active CDLX advertisers)"  
[X Link](https://x.com/Swany407/status/1952401898268397980)  2025-08-04T16:11Z [----] followers, [----] engagements


"$CVNA: Welcome to Shaqvana https://youtu.be/fM7eKHu6V3Ysi=t4stho-NfXzE2k5R https://youtu.be/fM7eKHu6V3Ysi=t4stho-NfXzE2k5R"  
[X Link](https://x.com/Swany407/status/1967715763399381228)  2025-09-15T22:22Z [----] followers, [----] engagements


"The AI-powered assistant is built using real voice recordings and custom Shaq-approved response logic to help customers browse inventory answer common questions and make their online car-buying journey just a little more entertaining. https://www.businesswire.com/news/home/20250915912913/en/Carvanas-Newest-Teammate-Shaquille-ONeal-to-Star-in-Digitally-Led-Campaign-and-Launch-Worlds-First-AI-Shaqbot https://www.businesswire.com/news/home/20250915912913/en/Carvanas-Newest-Teammate-Shaquille-ONeal-to-Star-in-Digitally-Led-Campaign-and-Launch-Worlds-First-AI-Shaqbot"  
[X Link](https://x.com/Swany407/status/1967716430050427324)  2025-09-15T22:25Z [----] followers, [---] engagements


"$CVNA 2Q25 vs $KMX 3Q25 Analysis of Carvana's and CarMax's economics over time through their latest earnings (with additional focus on KMXs latest results their updated trends and their recent commentary)"  
[X Link](https://x.com/Swany407/status/1973421853407584663)  2025-10-01T16:16Z [----] followers, [----] engagements


"$LB $TPL: West Texas Data Centers Thoughts on the latest announcement of a new data center in West Texas. Positive and negative implications of this deal for LB and TPL. Why LB and TPL are interesting key differences and other important considerations"  
[X Link](https://x.com/Swany407/status/1980790854769078297)  2025-10-22T00:18Z [----] followers, [----] engagements


"$CVNA vs $KMX 3Q25: Analysis of Carvana's and CarMax's units and economics over time through their latest earnings. In general this is to help determine how well one is doing versus the other under the many different components of their unit economics and why"  
[X Link](https://x.com/Swany407/status/1986461179191988515)  2025-11-06T15:50Z [----] followers, [----] engagements


"$CDLX Report 11.9.2025: Updated WoW QoQ and YoY numbers and new and returning CDLX advertisers. (Notes and thoughts on 3Q25 earnings are currently in the associated thread in the Substack Chat)"  
[X Link](https://x.com/Swany407/status/1987909241751912668)  2025-11-10T15:44Z [----] followers, [---] engagements


"$CDLX Report 11.16.2025: Potential new CRP partner (+ competition with providing CLOs to non-FIs) new Amit Gupta interview updated WoW QoQ and YoY numbers and new and returning CDLX advertisers"  
[X Link](https://x.com/Swany407/status/1990540896958623825)  2025-11-17T22:01Z [----] followers, [----] engagements


"$CDLX Report 11.23.2025: Updated WoW QoQ and YoY numbers. (Total offers total advertiser count large and attractive advertisers CDLX vs CMS and AmEx-sourced offers % redemptions employee count and job listings and more)"  
[X Link](https://x.com/Swany407/status/1992983884137705842)  2025-11-24T15:49Z [----] followers, [----] engagements


"$CDLX Report 11.30.2025: Returning advertisers and updated WoW QoQ and YoY numbers. (Total offers total advertiser count large and attractive advertisers CDLX vs CMS and AmEx-sourced offers % redemptions employee count and job listings and more)"  
[X Link](https://x.com/Swany407/status/1995562236044300440)  2025-12-01T18:34Z [----] followers, [----] engagements


"$CVNA: Hang it in the Louvre"  
[X Link](https://x.com/Swany407/status/1998089471313715267)  2025-12-08T17:57Z [----] followers, [----] engagements


"$CDLX Report 12.7.2025: CDLXs CFO Alexis DeSieno resigns. Chase makes a change to their user experience. New and returning advertisers (one large / attractive within AmEx). Updated WoW QoQ and YoY numbers"  
[X Link](https://x.com/Swany407/status/1998154784105439268)  2025-12-08T22:16Z [----] followers, [----] engagements


"$CVNA: Trim Short Hold or Buy Based on Buffett and Coke in [----] future potential returns from todays price timing dynamics with longs / S&P500 buying / shorts Michael Burrys recent comments on CVNA and more"  
[X Link](https://x.com/Swany407/status/1999519241008034054)  2025-12-12T16:38Z [----] followers, [----] engagements


"$CDLX Report 12.14.2025: New and returning advertisers. Updated WoW QoQ and YoY numbers. (Total offers total advertiser count large and attractive advertisers CDLX vs CMS and AmEx-sourced offers % redemptions employee count and job listings and more)"  
[X Link](https://x.com/Swany407/status/2000643223044145633)  2025-12-15T19:04Z [----] followers, [----] engagements


"$TPL: Bolt and TPL Announce Strategic Agreement to Pursue Data Center Development in West Texas"  
[X Link](https://x.com/Swany407/status/2001299188827468082)  2025-12-17T14:31Z [----] followers, [---] engagements


"$CDLX Report 12.21.2025: New CDLX CFO. New advertiser. Updated WoW QoQ and YoY numbers. (Total offers total advertiser count large and attractive advertisers CDLX vs CMS and AmEx-sourced offers % redemptions employee count and job listings and more)"  
[X Link](https://x.com/Swany407/status/2003127909574377791)  2025-12-22T15:38Z [----] followers, [----] engagements


"$CDLX Report 12.28.2025: New BofA user experience (not CDLXs user experience upcoming potential new CDLX/BofA agreement and the benefits and negatives and how Cartera Rakuten Mastercard Citi fits in) + Returning advertisers and final WoW QoQ and YoY numbers for 4Q25"  
[X Link](https://x.com/Swany407/status/2005686203182665995)  2025-12-29T17:03Z [----] followers, [----] engagements


"$CDLX Report 1.4.2026: Significant changes in WoW QoQ and YoY numbers (more than expected)"  
[X Link](https://x.com/Swany407/status/2008273444828569972)  2026-01-05T20:24Z [----] followers, [----] engagements


"$CDLX Report 1.11.2026: Updated WoW QoQ and YoY numbers (a little surprised to see no real reversal yet in the current trend from last week). + Improvements to the full PDF report (now more similar to the updated CVNA reports)"  
[X Link](https://x.com/Swany407/status/2010820279220441581)  2026-01-12T21:04Z [----] followers, [----] engagements


"New interview of $CVNA Ernie Garcia by @robvinall https://youtu.be/p5aIarG8rLosi=nPkgqC9SWBpHpSWl https://youtu.be/p5aIarG8rLosi=nPkgqC9SWBpHpSWl"  
[X Link](https://x.com/Swany407/status/2010837176053874972)  2026-01-12T22:11Z [----] followers, [----] engagements


"$CDLX Report 1.18.2026: BofAs new user experience is live (the company powering it + observations related to CDLX offers + recent related changes on CDLX's website + the positives and negatives). Updated WoW QoQ and YoY numbers"  
[X Link](https://x.com/Swany407/status/2013299710266585225)  2026-01-19T17:17Z [----] followers, [----] engagements


"Going to keep a running thread of $CDLX observations. Maybe someone else will benefit from my monitoring of Cardlytics Dosh and Venmo Offers. If not at least Ill have something to reference in the future to see what may have been warning signs or clues to success"  
[X Link](https://x.com/anyuser/status/1384717901039472649)  2021-04-21T03:57Z [----] followers, [--] engagements


"New $CDLX Video and Write-up: New Observations Upcoming Earnings Calls and Updated Allocations (Regarding Q3 and Q4 2021) Video: Write-up: https://swany407.substack.com/p/q3-q4-2021 https://m.youtube.com/watchv=FiHxuYbcjSo&feature=youtu.be https://swany407.substack.com/p/q3-q4-2021 https://m.youtube.com/watchv=FiHxuYbcjSo&feature=youtu.be"  
[X Link](https://x.com/anyuser/status/1451172132642304000)  2021-10-21T13:02Z [----] followers, [--] engagements


"Quite a bit of good news from the $CDLX earnings call and the related updated information released. Below are a few noteworthy highlights:"  
[X Link](https://x.com/anyuser/status/1455659624628117507)  2021-11-02T22:14Z [----] followers, [--] engagements


"$CDLX presented yesterday at the Raymond James [----] Technology Investors Conference. The following thread contains some quick notes on the highlights related to: Misunderstood by Investors SKU BofA Renewal Local and SMBs Travel Future Revenue Future EBITDA Higher Engagement"  
[X Link](https://x.com/anyuser/status/1468257614953947141)  2021-12-07T16:34Z [----] followers, [--] engagements


"Big News: Baby Swanson June 2022"  
[X Link](https://x.com/anyuser/status/1469814543106854919)  2021-12-11T23:41Z [----] followers, [--] engagements


"Working on a new $CDLX write-up. Originally it was a small post discussing possibilities with POS systems like $PAR $NCR $TOST & $SQ. However new thoughts have led it to becoming a much larger write-up. My plan is to go into detail on the following comment from last month:"  
[X Link](https://x.com/anyuser/status/1479201340115111945)  2022-01-06T21:20Z [----] followers, [--] engagements


"The Power of Bridg (and Why CDLX is Undervalued) Plan to release this $CDLX write-up video and podcast soon. One of my favorites. Given the amount of detail I decided to put the extra information in the footnotes for those interested. Working on a new $CDLX write-up. Originally it was a small post discussing possibilities with POS systems like $PAR $NCR $TOST & $SQ. However new thoughts have led it to becoming a much larger write-up. My plan is to go into detail on the following comment from last month: https://t.co/0vtxTG8W2E Working on a new $CDLX write-up. Originally it was a small post"  
[X Link](https://x.com/anyuser/status/1480900808367554562)  2022-01-11T13:54Z [----] followers, [--] engagements


"The Bridg acquisition I have said repeatedly investors are going to look back two years from now and say how did we miss this thing because its a gold mine. "I don't think investors have internalized Bridg at all." - Lynne Laube at today's Needham Growth Conference The Power of Bridg (and Why CDLX is Undervalued) Plan to release this $CDLX write-up video and podcast soon. One of my favorites. Given the amount of detail I decided to put the extra information in the footnotes for those interested. The Power of Bridg (and Why CDLX is Undervalued) Plan to release this $CDLX write-up video and"  
[X Link](https://x.com/anyuser/status/1481020020826284036)  2022-01-11T21:47Z [----] followers, [--] engagements


"Nearly finished with my $CDLX analysis on "The Power of Bridg" By far my most in-depth analysis let alone on just one aspect of CDLX. However I explored many more businesses for this work. Screenshot as a preview (majority of pages are footnotes to separate all the details): The Bridg acquisition I have said repeatedly investors are going to look back two years from now and say how did we miss this thing because its a gold mine. "I don't think investors have internalized Bridg at all." - Lynne Laube at today's Needham Growth Conference The Bridg acquisition I have said repeatedly investors"  
[X Link](https://x.com/anyuser/status/1482044832784736262)  2022-01-14T17:39Z [----] followers, [--] engagements


"New $CDLX post: "The Power of Bridg (and Why CDLX is Undervalued)" One of my most in-depth write-ups. Most of the details are in the footnotes. First [--] mins of YT video / podcast is a good summary. Added timestamps on the YT if you want to more easily skip around. Enjoy Cardlytics $CDLX: The Power of Bridg (and Why CDLX is Undervalued) Video: https://t.co/H0TuItd7b0 Apple Podcasts: https://t.co/J8E8P8gfJk Spotify: https://t.co/QSYRycWoxm Write-up: https://t.co/tQSKgqghML https://t.co/uPvuigZQS1 Cardlytics $CDLX: The Power of Bridg (and Why CDLX is Undervalued) Video: https://t.co/H0TuItd7b0"  
[X Link](https://x.com/anyuser/status/1482816908797878272)  2022-01-16T20:47Z [----] followers, [--] engagements


"Incredible surprise from @Carvana this morning. I got a call and at the end the representative said they will be sending me a check for $250 as a way to apologize for the delays Its not the amount its that it was completely unexpected and unprompted and showed they cared"  
[X Link](https://x.com/anyuser/status/1489634891968958464)  2022-02-04T16:20Z [----] followers, [--] engagements


"Its here $CVNA"  
[X Link](https://x.com/anyuser/status/1493272318298267651)  2022-02-14T17:13Z [----] followers, [--] engagements


"Carvana Insurance Built with Root V2 of Roots Carvana product. [--] second demo: Details in the thread below. $CVNA $ROOT https://youtu.be/XdanclI78x0 https://youtu.be/XdanclI78x0"  
[X Link](https://x.com/anyuser/status/1520837431179853825)  2022-05-01T18:47Z [----] followers, [--] engagements


"I've been adding as much as possible to $CDLX and $CVNA on the way down. Today was likely the last significant sum I will be able to add for now. Tapped every resource I can while still feeling comfortable. Currently 60/40 between the two. Most fun I've had since March 2020"  
[X Link](https://x.com/anyuser/status/1524749454401802240)  2022-05-12T13:52Z [----] followers, [--] engagements


"$CDLX actually did it $CDLX successfully got their Entertainment offers in AmEx. This is huge. This was CDLXs stated first step to partnering with AmEx. More details here: https://www.americanexpress.com/en-us/benefits/access/ https://www.americanexpress.com/en-us/benefits/access/"  
[X Link](https://x.com/anyuser/status/1555568494988632065)  2022-08-05T14:56Z [----] followers, [--] engagements


"If you have ever been interested in $CDLX now may be the time to take a closer look. I plan to release a new $CDLX write-up/video soon going in depth on the current situation and investment prospects. Subscribe for free below to not miss the email: https://swany407.substack.com/ https://swany407.substack.com/"  
[X Link](https://x.com/anyuser/status/1601337249630932992)  2022-12-09T22:05Z [----] followers, [--] engagements


"$CDLX: Chase is live with the new UI. $cdlx https://t.co/1AO08gFccj $cdlx https://t.co/1AO08gFccj"  
[X Link](https://x.com/anyuser/status/1636407415548833792)  2023-03-16T16:41Z [----] followers, 12.7K engagements


"$CDLX $100M market cap. Been buying as much as I can"  
[X Link](https://x.com/anyuser/status/1638701612582547456)  2023-03-23T00:38Z [----] followers, 39.9K engagements


"$CDLX: Chases new user experience is officially on one of my accounts"  
[X Link](https://x.com/anyuser/status/1639996281933234176)  2023-03-26T14:22Z [----] followers, [----] engagements


"Another great trip to Omaha for the $BRK meeting. Nice to finally meet @MohnishPabrai in person after years of watching all his videos"  
[X Link](https://x.com/anyuser/status/1655191219226460160)  2023-05-07T12:41Z [----] followers, [----] engagements


"$CDLX: Bridg posted the following article about Dollar Generals retail media network (Karim + Amit Gupta reposted) ( $DG is a confirmed Bridg client) [--] advertisers in [----] + hopes to add another [---] smaller advertisers by [----] Even discussed incrementality and iROAS. https://digiday.com/media-buying/dollar-generals-cmo-on-how-its-retail-media-network-reaches-rural-shoppers/ https://digiday.com/media-buying/dollar-generals-cmo-on-how-its-retail-media-network-reaches-rural-shoppers/"  
[X Link](https://x.com/anyuser/status/1656464409768624130)  2023-05-11T01:01Z [----] followers, [----] engagements


"$CDLX Observation 173: "I think offers will be bigger than travel when all is said and done personally." - James Dimon JPMorgan Chase Investor Day 2023"  
[X Link](https://x.com/anyuser/status/1660749197354606592)  2023-05-22T20:47Z [----] followers, 14.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing