Earlier this month, Acxiom completed the sale of Acxiom Marketing Services (AMS), a segment that accounted for ~3/4 of its revenue and nearly all its segment profits, to Interpublic Group for $2.3bn. AMS partly helps manage the marketing operations of big brands – designing and maintaining customer databases, running custom performance analytics, aggregating third-party data(1) […]
[RAMP – LiveRamp] Ad Tech Situations are Special
Posted By scuttleblurb On In [RAMP] LiveRamp (Acxiom) | Comments Disabled[AMZN – Amazon, GOOG – Alphabet] Trillion Dollar Baby
Posted By scuttleblurb On In [AMZN] Amazon,[GOOGL] Alphabet | Comments DisabledWhen paired with a (truly) stable capital base, “behavior” is cited by many, including myself, as the supreme edge – trumping information (in theory, equally accessible to all) and analysis (smart people abound) – since, when investing over a long time-frame, what matters more than the singular decision to buy a stock is how we behave through […]