Mix of generally underperforming small caps + people concerned about Sosin/Karim small sales + whatever else.
The debt is an eventual issue if they don't grow so anything shaking confidence there will hurt the stock in the near term until it's resolved on way or the other
I hope they have something up in their sleeves in this year. My dream would be to see $CDLX working with Zelle, I haven't notice any thoughts from you regarding any kind of neobank or e-payment providers like paypal to integrate or buyout Cardlytics, but I would be curious what are your thoughts about these options as I see these as an untapped potential in $CDLX's future to grow.
I believe it's difficult to rely on neobanks and the like simply due to scale. WFC and BofA are the main untapped areas currently. If they can scale into similar monetization rates as Chase you have extreme latent earnings power. Neobanks and fintechs can probably monetize better on a per user basis but don't have the same exposure.
what is behind the current dip? The $3-4b market cap would look more realistic than the current one, it's unbelievable
Mix of generally underperforming small caps + people concerned about Sosin/Karim small sales + whatever else.
The debt is an eventual issue if they don't grow so anything shaking confidence there will hurt the stock in the near term until it's resolved on way or the other
I hope they have something up in their sleeves in this year. My dream would be to see $CDLX working with Zelle, I haven't notice any thoughts from you regarding any kind of neobank or e-payment providers like paypal to integrate or buyout Cardlytics, but I would be curious what are your thoughts about these options as I see these as an untapped potential in $CDLX's future to grow.
I believe it's difficult to rely on neobanks and the like simply due to scale. WFC and BofA are the main untapped areas currently. If they can scale into similar monetization rates as Chase you have extreme latent earnings power. Neobanks and fintechs can probably monetize better on a per user basis but don't have the same exposure.