Adding $CDLX here. Similar play to $BLND when it was < $1. When the product was gaining traction... | Beanie

Adding $CDLX here. Similar play to $BLND when it was < $1. When the product was gaining traction...

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Quick Insights

Beanie is adding CDLX to their portfolio, seeing it as a similar opportunity to BLND when it was under $1, due to revenue being impacted by an external event (Chase's CMS) despite product traction. They believe Bank of America continuation is not yet priced into CDLX.

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About Beanie

Beanie

By beaniemaxi

Crypto native since the early days. Went all in on DeFi summer. Then tripled down on NFTs. VC @gmcapital_. No paid promos. Not financial advice. I talk my book.