Cardlytics – Monopolizing an Evolving Adtech Niche

2nd Post of 500 Hours Project

Thank you to all the new subscribers!

Below is a link to the second post of the 500 Hour project on Cardlytics ($CDLX).

I was actually going to write up CDLX later, but the Patrick O’Shaughnessy and Cliff Sossin interview got a lot of interest so I switched the order.

My goal with this piece is to complement their interview as well as the recent CDLX investor day – both of these sources are worth going through in detail.

I have also decided to make this in powerpoint vs. word as visuals seems to trump writing these days.

Any feedback on the ideas or format is welcome – and if you like the report please share / forward. Getting initial traction is hard!

Best,

A Man In A Basement (stockdweller@gmail.com)

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