Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Alliance Data Systems: A Low Profile Key Player In Finance And Technology

Most people have never heard of Alliance Data Systems (NYSE:ADS) despite the ~$13B company being a company that a large proportion of the public interacts with regularly. The fast-growing provider of transaction, credit, and marketing services to large consumer businesses is an interesting investment opportunity that is a bit expensive right now, but is getting close to fair value in my view. I don't often write about technology focused companies, but ADS peaked my interest as it fits a unique niche and sports a heady profit growth rate.

Alliance provides marketing and loyalty solutions including customer loyalty programs (e.g. airline miles programs), database marketing services, direct marketing services, and private label and co-branded credit card programs. North America...

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