Category Archives: [ADS] Alliance Data

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[ADS] Alliance Data

[ADS – Alliance Data Systems] Value Delayed, Value Revealed

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In late November 2018, Alliance Data made an announcement long awaited by frustrated investors who, for years, endured missed growth expectations, operational fumbles, and a wilting valuation: “Alliance Data Systems Corporation (NYSE: ADS), a leading provider of data-driven marketing and loyalty solutions, today announced that it is exploring strategic alternatives for its Epsilon business, including its digital […]

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[ADS] Alliance Data, [IBKR] Interactive Brokers, [KMX] CarMax, Quick Blurbs

Quick Blurbs [Alliance Data, American Express, Bank of America, Interactive Brokers, CarMax, Supervalu]

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[IBKR – Interactive Brokers] Partly due to an exceptionally low volatility trading environment, which has made it difficult to earn profits and which Petterfy says may continue “indefinitely,” the company is winding down its options market making operations. While the company will use the excess capital from market making to further support its brokerage operations, the […]
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[ADS] Alliance Data

[ADS – Alliance Data] Form vs. Function

Posted on by scuttleblurb

In form, ADS is a bank.  In function, it is a loyalty company that helps retailers drive customer engagement and top-line growth.  The Citron short report from Aug. 2016 fails to recognize this distinction, essentially arguing that because ADS’ private label business literally makes money like a bank, it should trade like one.  But it […]

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