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Entries Tagged as 'RAMP'

Acxiom Is Still Very Attractive

October 3rd, 2018 · Comments Off on Acxiom Is Still Very Attractive

While the shares have surged since the last time we wrote, we think that the shares are still very attractive. After Q1 the picture of LiveRamp, the business which remains after AWS is sold has become a bit clearer. Based on some preliminary metrics, the shares aren’t expensively valued for a well positioned SaaS business. […]

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