- The company is growing fast, and its core business is likely to benefit from Google’s phasing out of cookies.
- Its newer initiatives like CTV and its data market are growing even faster, and the company is benefiting from margin expansion and is already generating cash.
- Despite all the good news and the iron-clad balance sheet, with cash over a quarter of the market cap, the shares have lingered for no apparent reason.
Source: LiveRamp’s Day In The Sun Will Come – LiveRamp Holdings, Inc. (NYSE:RAMP) | Seeking Alpha