by Robert Solomon | Jul 20, 2015 | B2B Software, E-invoicing, Valuation |
I’ve previously covered e-invoicing vendor Tungsten Corporation’s stock price. See here and here for just a taste. This post is not about the stock price itself, it is about the coverage of the stock by the investment bank that took Tungsten public,...
by Robert Solomon | Jun 30, 2015 | B2B Software, E-invoicing, Ecosystem, Electronic Payments, Supply Chain Finance
I’ve never really known what to make of Tradeshift. Tradeshift started in Europe towards the end of my tenure at Ariba (2010). I never really ran into Tradeshift much, except that I admired their ability to generate a lot of press for what seemed like it...
by Robert Solomon | Jun 29, 2015 | B2B Software, Industry Concentration, Matchmaking, Media
There are, of course, many disadvantages to being old enough to remember the music of the 70s intimately–besides the chronic residue of pain Peter Frampton inflicted. For us old fogies: mobile is not first email still rules new technologies are unfamiliar...
by Robert Solomon | Jun 25, 2015 | B2B Software, Electronic Payments, Industry Cloud
Last week MINDBODY (MB) (all caps, no CamelCase) went public on the NASDAQ. MINDBODY describes itself as the “leading online global wellness marketplace”. Here’s how MINDBODY depicts its business: MINDBODY sells to 42,000 gyms, yoga studies, salons,...
by Robert Solomon | Jun 15, 2015 | B2B Software, Consolidating Competition, Industry Cloud, Key Success Factors, Supply Chain Automation, Vertical Cloud
I’ve previously professed my love for DealerTrack (TRAK), a B2B platform that built a dominant position in auto retailing here and here. (Thanks to Peter Goldmacher at Cowen, I learned about the company and owned the stock.) I use DealerTrack as one of my...
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