March 14, 2025
Operating Assets

Cardlytics: Short-Term Headwinds Drive Long-Term Success (NASDAQ:CDLX)


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My name is Oskar Goyvaerts, and I’m the Chief Investment Officer at Moretus Investments, a value-driven investment firm. I focus on identifying undervalued businesses that are trading far below their intrinsic value. We’ve been highly successful over the last three years, with recommendations like Carvana at $5 that generated 50x returns for our investors over the last two years. Before Moretus, I worked on the Equity desk at Bloomberg. Throughout this experience, I gained a deep understanding of the strategies and investment frameworks of some of the best asset managers in the world. These insights have proven invaluable over my career. In addition to Bloomberg, I worked as a Private Client Advisor at Saxo Bank, constructing portfolios for high-net-worth individuals. On Seeking Alpha, my goal is to share practical, actionable insights with readers who are equally committed to long-term value. By highlighting undervalued opportunities, I aim to provide a clear perspective for investors looking to find real value amidst the daily market fluctuations.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of CDLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.



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