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
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
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Building materials: part 2a (LPX, JHX)
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Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
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[MKTX] MarketAxess
I first wrote about fixed income trading platforms in 2020. To recap: this market has [...]
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Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice [...]
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