A Tale of Two Potential Fifty Baggers: Cardlytics $CDLX
3 months ago
Unemployed Value Degen
"CDLX: Coupon/rewards platform in banking apps w/ restricted access to banking data. EBITDA positive after Q2 trough, mgmt guides double-digit rev growth 2026, expanding to UK. New CEO Amit Gupta (ex-Google/Stripe) improving execution. At 0.55x P/S, sees 3.5x upside to $10 on 2x P/S target."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
A Tale of Two Potential Fifty Baggers: Cardlytics $CDLX
Source:
Unemployed Value Degen
Published:
September 19, 2025
Idea Type:
Stock Idea