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 […]
Tag Archives: ADS
[VRSK] Verisk Analytics
[VRSK] Verisk has standards
June 8, 2026
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and [...]
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[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
June 1, 2026
What are scuttleslops? The very first scuttleslop! Let me know what you think. Again, the [...]
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IAC and MGM update: part 2
May 29, 2026
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC [...]
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Introducing: scuttleslops
May 27, 2026
Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in [...]
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IAC and MGM update: part 1
May 21, 2026
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, [...]
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