- scuttleblurb - https://www.scuttleblurb.com -

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

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 […]

To access this post, you must purchase Annual subscription [1] or Quarterly subscription [2].

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

Posted By scuttleblurb On In [ADS] Alliance Data,[IBKR] Interactive Brokers,[KMX] CarMax,Quick Blurbs | Comments Disabled
[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 […]
To access this post, you must purchase Annual subscription [1] or Quarterly subscription [2].

[ADS – Alliance Data] Form vs. Function

Posted By scuttleblurb On In [ADS] Alliance Data | Comments Disabled

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 […]

To access this post, you must purchase Annual subscription [1] or Quarterly subscription [2].