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 […]
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, […]