Austin Swanson's guest appearances

Austin Swanson

After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

Value Hive Podcast

OwlTail

Austin Swanson aka Swany407 joins the podcast for a deep dive on Cardlytics. Enjoy!Austin's Substack - https://swany407.substack.com/Follow Austin - https://twitter.com/Swany407Follow Jason - https://twitter.com/afterinvestor

Austin Swanson aka Swany407 joins the podcast for a deep dive on Cardlytics. Enjoy! Austin's Substack - <a href="https://swany407.substack.com/" rel="nofollow" target="_blank">https://swany407.substack.com/</a> Follow Austin - <a href="https://twitter.com/Swany407" rel="nofollow" target="_blank">https://twitter.com/Swany407</a> Follow Jason - <a href="https://twitter.com/afterinvestor" rel="nofollow" target="_blank">https://twitter.com/afterinvestor</a>

092: Will Cardlytics Be a 1,000 Bagger? Interview with Austin Swanson

This week I'm excited to share with you my conversation with Austin Swanson. Austin is a real estate and stock market investor. And boy, is he passionate about investing. Austin dives deeper into businesses than any analyst/portfolio manager I've seen. This show is a highlight into Austin's research process on Cardlytics (CDLX). Austin owns a two-stock portfolio, and CDLX is one of them.This episode dives deep into the Cardlytics business. We discuss everything including:  Customer value proposition CDLX Unit Economics What separates CDLX from its competition Why competitors can't easily compete with CDLX CDLX long-term value creation potential What's embedded in the current stock price?  And more! If you're interested in CDLX or already invested and want to learn more, this episode is for you!If you like what you hear from Austin, follow him on Twitter @Swany407 and check out his Substack here. Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at TIKR.com/hive. MasterWorks MasterWorks is the new tech platform valued at over one billion dollars that lets you invest in paintings by Warhol, Picasso and Banksy like stocks. You don’t need hundreds of millions to add art to your portfolio anymore. You just need a solid internet connection to get started. Try them out today at Masterworks.art/value--- Support this podcast: https://podcasters.spotify.com/pod/show/valuehive/support

This week I'm excited to share with you my conversation with Austin Swanson. Austin is a real estate and stock market investor. And boy, is he passionate about investing. Austin dives deeper into businesses than any analyst/portfolio manager I've seen. This show is a highlight into Austin's research process on Cardlytics (CDLX). Austin owns a two-stock portfolio, and CDLX is one of them.This episode dives deep into the Cardlytics business. We discuss everything including: <ul> <li>Customer value proposition</li> <li>CDLX Unit Economics</li> <li>What separates CDLX from its competition</li> <li>Why competitors can't easily compete with CDLX</li> <li>CDLX long-term value creation potential</li> <li>What's embedded in the current stock price?</li> </ul> And more! If you're interested in CDLX or already invested and want to learn more, this episode is for you!If you like what you hear from Austin, follow him on Twitter <a href="https://twitter.com/Swany407" rel="nofollow" target="_blank">@Swany407</a> and check out his Substack <a href="https://swany407.substack.com/" rel="nofollow" target="_blank">here</a>. Also, a big thanks to the following sponsors for making the podcast a reality! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, <a href="https://quartr.se/" rel="ugc noopener noreferrer nofollow" target="_blank">Quartr.se</a> If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to <a href="https://tegus.co/valuehive" rel="ugc noopener noreferrer nofollow" target="_blank">tegus.co/valuehive</a> for a free trial to see for yourself. TIKR TIKR is THE BEST resource for company financials, transcripts, and insider ownership data. I use TIKR every day in my research process, and I know you will too. They have the widest selection of global company data, a terrific leadership team, and a bright future ahead. Try them out today at <a href="https://tikr.com/hive" rel="ugc noopener noreferrer nofollow" target="_blank">TIKR.com/hive</a>. MasterWorks MasterWorks is the new tech platform valued at over one billion dollars that lets you invest in paintings by Warhol, Picasso and Banksy like stocks. You don’t need hundreds of millions to add art to your portfolio anymore. You just need a solid internet connection to get started. Try them out today at <a href="https://masterworks.art/value" rel="ugc noopener noreferrer nofollow" target="_blank">Masterworks.art/value</a>--- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/valuehive/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/valuehive/support</a>