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
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[scuttleslops] Cloudflare wants bots to pay; OpenAI’s ad ambitions; Memory chip competition; Muse is a proactive assistant; the Wintel of cars and robots; Atlassian as a coordinating layer
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[ROL – Rollins] The exterminator’s dilemma
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
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[CoStar] Homes are different
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[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH
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