https://www.google.com/amp/s/seekingalpha.com/amp/article/4317826-alliance-data-systems-dangerous-situation
Thoughts?
2 replies (most recent on top)
True, but the facts are correct and the suppositions well thought out and supported. The writer (https://seekingalpha.com/author/zen-analyst#regular_articles) is a frequent contributing analyst since 2013, so it's not his/her first go-round either.
Frankly, it's an accurate (in my opinion) view of the current state at ADS, and provides a forthright look ahead.
It's also not a hate or slam piece, stopping short of making projections. Given the recent changes to lower op ex, coupled with new leadership arriving in a few weeks, hopefully ADS will have turned a corner and get back to growth again.
It's an opinion piece....no author put their name to it that I saw