Now It’s Dirty Cheap: Deep Dive into Cardlytics
Summary
Cardlytics looks like a classic asymmetric bet.
Yes, recent hiccups with ad delivery hit revenue and crushed sentiment—but that chaos might’ve cleared the path for something bigger.
They’re shifting to engagement-based pricing, which could finally get more clients on board.Right now, the market cap is sitting at just $70 million, trading at 0.25x P…
