We have written earlier about LiveRamp (RAMP), which plays an increasingly central role in the advertising ecosystem as a neutral platform for companies to onboard and exchange their customer data for marketing purposes.
Despite strong growth, an even stronger balance sheet, cash generation and copious buybacks, the shares have been lingering:
We don't see why this should continue, given that the company has multiple growth avenues left and is already benefiting from strong operating leverage. We bought 1000 shares at $39.03 for the SHU portfolio on February 12, 2020.
Growth
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