CARDLYTICS INC CDLX S

March 15, 2020 - 12:07pm EST by

member

						2020	2021
Price:		50.89		EPS		0	0
Shares Out. (in M):		29		P/E		0	0
Market Cap (in $M):		1,476		P/FCF		0	0
Net Debt (in $M):		-105		EBIT		0	0
TEV (in $M):		1,371		TEV/EBIT		0	0
Borrow Cost:		General Collateral

Description

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#	AUTHOR DATE SUBJECT
10	member 11/05/21 4:22PM Re: Re: Re: What is driving this move? 9
No position. But they sit at a very strategic intersection of information. Can they find a way to monetize that much better than current biz model? Or can they sell to someone who thinks they... login to read the rest 2 view available tags
7	member 8/17/20 6:43PM Re: Re: Re: What is driving this move? 6
The largest holder (CAS Investment Partners) has increased their stake by ~150bps since the print to ~16%, so that's at least one reason for the rebound. As a side note, this fund appears to have ~80% of 2 view available tags
5	member 8/17/20 2:57PM Re: What is driving this move? 4
Covid hurting in short term but long term is driving significant growth in digital banking (ecommerce for banks), which benefits cdlx view available tags
1	member 4/08/20 10:42AM Engagement misconception
We think there's a big misconception around engagement due to consolidated numbers vs "best bank partners". At Bank of America for example, based on surveys and conversations, we think of BofA 30MM MAUs roughly 10%... login to read the rest 1 view available tags

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