Profile
Name
Austin Swanson - Swany407
Description
Austin Swanson (Swany407)
Collecting businesses, real estate, mental models, mistakes, board games, and books.
The information contained on this website and in video is not and should not be construed as investment advice, and does not purport to be and does not express any opinion as to the price at which the securities of any company may trade at any time. The information and opinions provided herein should not be taken as specific advice on the merits of any investment decision. Investors should make their own decisions regarding the prospects of any company discussed herein based on such investors’ own review of publicly available information and should not rely on the information contained herein.
For the full disclaimer: https://www.swany407.com/disclaimer
Collecting businesses, real estate, mental models, mistakes, board games, and books.
The information contained on this website and in video is not and should not be construed as investment advice, and does not purport to be and does not express any opinion as to the price at which the securities of any company may trade at any time. The information and opinions provided herein should not be taken as specific advice on the merits of any investment decision. Investors should make their own decisions regarding the prospects of any company discussed herein based on such investors’ own review of publicly available information and should not rely on the information contained herein.
For the full disclaimer: https://www.swany407.com/disclaimer
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Channel Comments
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matthews3126
(4 minutes ago)
finally, another CDLX enthusiast!
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lennietimm1903
(10 minutes ago)
Do you know who excatly is sending the Cashback to the endcustomer's bank account?
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sharonguy3726
(17 minutes ago)
Thx, this was very well done
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TheSwany407
(27 minutes ago)
Updated thoughts and numbers: https://www.youtube.com/watch?v=cbMBKghk-Bg&t=5s
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JuanBattaglia45
(31 minutes ago)
Cliff Sosin and Bryan Lawrence introduced me the company. Big bet from them. What Net Margin could reach this kind of company? 15%/20%? On the other hand, are you thinking about an 80 B adressable market capitalization? Wonderful company, a perfect ecosystem.
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TheSwany407
(47 minutes ago)
Thoughts Following Investor Day (MAU and ARPU Growth): https://www.youtube.com/watch?v=OuGdgy4sB5Q
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TheSwany407
(52 minutes ago)
Best Case Scenario with Venmo for CDLX / Dosh: https://www.youtube.com/watch?v=XimCnviv2cs&t=1s
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TheSwany407
(1 hour ago)
Thoughts on opportunuity with Venmo Offers (powered by Dosh): https://www.youtube.com/watch?v=aczrVvEnUoU&t=371s
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ryanjohnson3530
(1 hour ago)
Big Cliff Sosin Guy
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