- Its bread and butter business is benefiting from network effects, the result of the company’s independent position as the Switzerland of data onboarding.
- This is still in the early innings, but the company has also numerous other growth perspectives.
- The company is still loss-making, but it can easily tide over this with $1.1B in cash and significant leverage in its business model.
- We would buy the stock but for the absurdly high (although partly acquisition-related) stock-based compensation, which is well over 25% of revenue.
LiveRamp Is Just At The Start Of Seriously Ramping Up
May 31st, 2019 · No Comments