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
[SSD] Simpson Manufacturing
what did Warren Buffett see in Simpson Manufacturing?
The next time you find yourself at the site of a half-built home, direct your [...]
Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 2
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Continue reading →[WISE] Wise plc
Wise and the business of cross-border transfers: part 1
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Continue reading →[AEP.V] Atlas Engineered Products
[AEP.V] Atlas Engineered Products
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Continue reading →[BLDR] Builders FirstSource
Building materials: part 3a (BLDR, AEP.V)
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