In an attempt to spice up her love life with her husband, Edgar, Joan Rivers said she answered the door one night when he came home clad only in Saran wrap. Edgar responded by saying “Leftovers again?!” In my final attempt to spice up your 2020, I too am providing leftovers. In case you missed them the first time around, these were my Top Five Posts of 2020:
This post covered Fast Company and CB Insights’ annual list of 50 companies most likely to become unicorns. I highlighted Divvy, Ironclad, Moglix, and SafetyCulture as lesser-known names in markets I know a little about.
Vertex is the “old school”, on-premise vendor in the indirect tax market. The company filed to go public this summer, while its upstart cloud competitor, Avalara, has been public for a while. Since that post, both companies have performed roughly in line with the Russell 2000–which is to say they are up big! Vertex (VERX) has moved sharply in the last few weeks.
#3: GHX Acquires Lumere: Expanding Footprint in Hospital Spend
Healthcare spending is 17.7% of GDP. Clinical, pharmaceutical or payer-provider software garners most of the attention, but the supply chain software in this industry is fascinating as well.
#2: 2020 Gartner Magic Quadrant for Procure-to-Pay Suites
Everyone loves a free Gartner Magic Quadrant. And with a leader in this market, Coupa, sporting a $26 billion market cap everyone wants a piece of the action.
#1: B2B Marketplaces 2.0
I knew B2B Marketplaces were hot, but I did not know they would be the subject of the most popular post of the Top Five Posts of 2020. I attribute this popularity to investor interest in marketplaces and to the really nice graphic that Bessemer Ventures put together as a follow-up to the great conference they ran on this topic in February 2020. Here it is again.
I hope you enjoy some of these leftovers and have a great holiday.