Alliance Data Systems Corporation is a large publicly traded provider of marketing services and loyalty card programs. Luke Schiefelbein, SumZero: What about Alliance Data Systems (ADS) caught your eye as a value investor?What catalyzed your entrance into the position? Due to the high profitability and low capital intensity of its businesses, Alliance Data Systems has always screened well and was on our radar for years. Alliance Data Systems has three key divisions – LoyaltyOne, Epsilon, and Credit Cards. Epsilon data helps merchants understand their customers and tailor offers to their specific needs.

Source: Forbes June 07, 2018 18:22 UTC