@tutuflai@daniquilezz@dtejadabo@CitronResearch Vamos a ver que pasa. Yo creo que puede subir bastante si la comparan con $OPEN, aunque no tengan mucho que ver como empresa, pero si con la misma idea de resurgir de sus cenizas. Veremos que pasa. Yo estoy dudando si sacar hoy el inicial almenos, para cubrirme.
$CDLX new today!!
Starbucks, once their largest advertiser, is back — and the offer is on Chase’s platform.
Yes, Chase has its own adtech. But Starbucks chose CDLX because it wanted scale — reach across banks, not a closed loop.
That’s the moat: CDLX is the rails between banks + brands.
$CDLX $OPEN For any Citron follower who listens to the Acquired podcast, you’re already familiar with 7 Powers by Hamilton Helmer — the smartest framework for judging a company’s strategic strength. If you don’t listen, start now.
Citron decided to put Cardlytics ($CDLX) through the 7 Powers lens and, for fun, run it side-by-side with retail darling Opendoor ($OPEN). The results are revealing: Rarely does a company have a score like $CDLX...nothing but real scalable opportunity.
@InversorMotero No dirás que no avisé jaja enhorabuena si no te saltó el stop ayer. Yo ahora sí que tengo dudas, pero voy a aguantar a ver que pasa. Puede ser un bombazo.