Intro: I’d like to spart spitting out some more general investing blogs over the next couple weeks/months as I’ve mentioned on Twitter.
Any thoughts on Nick Sleep's destination analysis model? If you thought CDLX could grow up to be a cornerstone of advertising/banking then it was a risk worth taking even if it turned out poorly on this roll of the dice. It not, well...
Great write-up. Do you still think CDLX has a real chance, or is it game over?
Always appreciate your great work and thinking.
Any thoughts on Nick Sleep's destination analysis model? If you thought CDLX could grow up to be a cornerstone of advertising/banking then it was a risk worth taking even if it turned out poorly on this roll of the dice. It not, well...
Great write-up. Do you still think CDLX has a real chance, or is it game over?
Always appreciate your great work and thinking.