054: Cardlytics Is Not A No-Brainer
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments - A podcast by Jason Rothman: A value investor who looks up to Warren Buffett, Charlie Munger, and Mohnish Pabrai.
Categories:
How I found Cardlytics.The business.The valuation.My judgement.ADI content update.Resources:Clifford Sosin on Cardlytics $CDLX - https://youtu.be/mX0shUT5iwQClifford Sosin - Cardlytics: The Ad Platform with Purchasing Power - https://www.joincolossus.com/episodes/90410739/sosin-cardlytics-the-ad-platform-with-purchasing-power?tab=blocksCardlytics 2020 10-K - https://ir.cardlytics.com/static-files/8919b085-4d27-4a8d-a0c5-0d7ed4d2611cMore ADI:Blog - https://afterdinnerinvestor.com/Newsletter - https://afterdinnerinvestor.substack.com/YouTube - https://www.youtube.com/channel/UCI4soDcgEYnJhhrsT0MqIDg
