'Cardlytics (CDLX) is a Scalable Business Model with High Incremental Margins' According to Spree Capital
‘Cardlytics (CDLX) is a Scalable Business Model with High Incremental Margins’ According to Spree Capital Spree Capital Advisers, a long biased investment firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 38.38% was recorded by the fund for the calendar year of 2020, above its S&P 500 benchmark that returned 18.40%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021. Spree Capital Advisers, in their Q4 2020 Investor Letter said that they were able to see a positive outlook for Cardlytics, Inc. (...
Source: insidermonkey.com