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) […]
Tag Archives: walled gardens
[RELY] Remitly
Remitly looks interesting
February 4, 2026
It may not be entirely fair to think of Wise as “cross-border transfers for yuppies”, [...]
Continue reading →[KNSL] Kinsale
[KNSL] Kinsale is built for speed
January 26, 2026
One way to carve up the investment universe is between standardized products, like index funds, [...]
Continue reading →[WSO] Watsco
thoughts on Watsco
January 16, 2026
While investors continue to be enthralled by AI and all things Tech, I can’t help [...]
Continue reading →SAMPLE POSTS
scuttleblurb business update (2025)
January 8, 2026
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
Continue reading →[ODFL] Old Dominion [SAIA] Saia [XPO] XPO
[ODFL, SAIA, XPO] the LTL carriers are going to be ok
January 5, 2026
If I were to tell you about a company whose main job is to move [...]
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