HeyJaredSwanson Investment Research
Investment research, discoveries, and analysis on companies that I find most interesting.
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 20, 2026
Latest issues
CDLX Report: 9.27.2026 (opens the original)
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In this week’s report: New and Returning Advertisers.Including large and attractive. Updated WoW, QoQ, and YoY Numbers.Total offers.Total advertiser count.Large and attractive advertisers.CDLX vs CMS and AmEx-sourced offers %.and more.Reminder: Additional notes and thoughts are shared in the Substack Chat (such a
CDLX Report: 9.20.2026 (opens the original)
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In this week’s report: Returning Advertisers.Updated WoW, QoQ, and YoY Numbers.Total offers.Total advertiser count.Large and attractive advertisers.CDLX vs CMS and AmEx-sourced offers %.and more.Reminder: Additional notes and thoughts are shared in the Substack Chat (such as those that are more time sensitive, as well as additional commentary on
CVNA vs KMX 2Q26 (opens the original)
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The following Research Note compares and analyzes the units and economics between Carvana and CarMax over time, through their latest earnings.KMX’s 2Q26-equivalent earnings, released on June 17, 2026.New: CVNA’s 2Q26 earnings, released on July 29, 2026.In general, the purpose of this report is to:Create more-even comparisons. Required given the different reporting practices and periods between the two companies (where other online resources do not have these exact comparisons available, which ca
CDLX Report: 9.13.2026 (opens the original)
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In this week’s report: New and Returning Advertisers.Updated WoW, QoQ, and YoY Numbers.Total offers.Total advertiser count.Large and attractive advertisers.CDLX vs CMS and AmEx-sourced offers %.and more.Reminder: Additional notes and thoughts are shared in the Substack Chat (such as those that are more time sensitive, as well as additional commen
HGV: Too Attractive? (opens the original)
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HGV is once again trading at a very attractive price.In the quick research note below, I discuss why it’s likely too cheap.Enjoy.HGV, the Buyback Machine Read more
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