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. […]
Entries Tagged as 'ACXM'
October 3rd, 2018 · Comments Off on Acxiom Is Still Very Attractive
July 8th, 2018 · Comments Off on Acxiom Is On A Tear
The company exceeded expectations for the sale of its AMS business at $2.3B, which was almost equal the entire market cap at the time of announcement. The company that’s left, LiveRamp, is just one quarter, but it’s growing much faster albeit having considerably worse margins. But these margins are improving rapidly and the remaining company […]