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To: Paul Senior who wrote (61526)12/19/2018 8:51:22 PM
From: Graham Osborn  Respond to of 78702
 
I shorted this a few years back when I still did that sort of thing. I seem to remember there being a Citron report out there somewhere saying they were using bogus metrics like free cash flow for the financial operation. Giant pile of probably crappy credit card receivables. Definitely not a data services business.



To: Paul Senior who wrote (61526)2/7/2019 10:29:06 AM
From: Paul Senior  Read Replies (1) | Respond to of 78702
 
ADS. I don't understand why the stock dropped so much this morning - the quarterly report looked good to me. Perhaps company's business model-- credit card/loyalty program is facing saturation (??)

Historically, company has done well. Going forward -- market seems to be saying it won't be so good.

I add to my position on assumption there's an overreaction today.

finance.yahoo.com