Doug McMillon, the boss of Walmart, talked to Jim Cramer about how good Walmart's advertising business is doing. He said that Walmart can help companies show their ads to the right people and make sure those ads really work. Walmart also sold a lot of things online this year and bought a TV company to help them do more advertising. McMillon thinks Walmart has an advantage over other companies because they have so many customers and stores, and they can measure how well the ads are working. This is good for Walmart's business and its CEO Doug McMillon. Read from source...

1. The article is titled with an excessive use of quotation marks around "We Can Connect The Dots", which makes it seem like the author is trying to emphasize or mock McMillon's statement rather than reporting it objectively. This suggests a possible bias against Walmart or its advertising business.
2. The article mentions that Walmart's global advertising business witnessed a 28% increase over the year, but does not provide any context for comparison with other competitors in the industry. This makes the claim seem exaggerated and unsupported by evidence.
3. The article states that McMillon revealed Walmart's e-commerce sales surpassed $100 billion for the first time, but again does not mention how this performance compares to other retail giants like Amazon or Alibaba. This creates a false impression of Walmart's dominance in the market without considering alternative perspectives.
4. The article claims that Walmart announced the acquisition of TV manufacturer One touch for $2.3 billion, but does not explain how this deal will benefit Walmart's advertising business or why it is relevant to the topic. This adds unnecessary information that does not contribute to the main argument of the piece.
5. The article quotes McMillon saying "If [advertisers] advertise with a digital ad, for example, and a customer transacts a week later in a store or club, we can connect that up for them and let them know that the ad really worked", but does not provide any evidence or data to support this claim. This makes it seem like an unfounded boast rather than a factual statement.
6. The article mentions Walmart's ability to attract and retain customers across various income brackets, as well as its focus on convenience, but does not elaborate on how these factors relate to Walmart's advertising business or why they are important for its growth potential. This leaves the reader wondering about the relevance of these points in the context of the article.

Bullish

Key points:
- CEO Doug McMillon tells Jim Cramer that he foresees a bright future for Walmart's advertising business.
- Walmart's global advertising business grew 28% over the year and its e-commerce sales surpassed $100 billion for the first time.
- Walmart acquired TV manufacturer OneBox to enhance its ability to connect ads with customer transactions.
- McMillon attributes Walmart's success to its extensive reach, accurate measurement of advertising effectiveness, and focus on convenience.