My dear fellow Hermits 👋

Welcome back to 🧙‍♂️ The Hermit 🧙‍♂️

Here is the previous update on Cardlytics:

And the Cardlytics thesis:

If you haven’t yet, subscribe to get access to this post, and every new post

Subscribe now

Sensitive Info 2024 Update

Cardlytics has announced a few filings that will translate into substantial changes for the company. This information is derived from the official announcements dated December 4, 2024, and is supported by data gathered from over five years of meticulous observation and analysis of the company.

Gráfico/precio acciones CDLX: NASDAQ:CDLX — TradingView

Briefing

This post will provide a comprehensive three-part update:

Insider Activity Review
We'll analyze recent insider activity and its implications for our conviction and portfolio positioning.
CLO Trends and Regulatory Impact
We'll examine the evolving CLO landscape, including significant updates on how banks are adapting to new regulatory requirements.
Deep Dive into Chase Media Solutions (CMS)
We'll explore CMS's growing influence on the CLO space and its impact on Cardlytics' business strategy and performance.
Q4 Earnings
We’ll discuss earning estimation and major updates affecting these

📝 Cardlytics $CDLX (#11) Sensitive Update

Comments on this post are for paid subscribers