by Robert Solomon | May 14, 2015 | B2B Software, Valuation
About a month ago, I posted (here) on applying value investing principles in enterprise SaaS. In that post, I highlighted Click Software (CKSW) as an example of a stock that might provide hidden value: companies moving from enterprise licenses to SaaS subscriptions...
by Robert Solomon | May 8, 2015 | B2B Software, Electronic Payments, Healthcare, Travel
If you read that headline and decided to read further, congratulations, you are officially a B2B payments nerd! Welcome to the club. A few weeks ago, I wrote one of my periodic guests posts on PYMNTS.com, on the increasing use of virtual (a.k.a., “single...
by Robert Solomon | May 5, 2015 | B2B Software, Procure to Pay |
PayPal’s “mafia” is justifiably famous. PayPal alumni include: Peter Thiel, Reid Hoffman, Elon Musk, Roelof Botha, Max Levchin, Chad Hurley, Jeremy Stoppelman and too many more to mention. Since leaving PayPal, they have founded companies worth...
by Robert Solomon | May 4, 2015 | B2B Software, CPG/Retail, Industry Big Data
The news last week that MasterCard plans to acquire Applied Predictive Technologies deserves a bit more attention. Applied Predictive Technologies (APT) is a provider of software and services for designing and evaluating a variety of tests: marketing, merchandising,...
by Robert Solomon | Apr 7, 2015 | B2B Software, Enterprise Software, Procure to Pay
I was not planning any more posts on Procure-to-Pay suites, but then Gartner issued their Magic Quadrant on the market. I felt compelled to revisit the topic in one, very simple way: through an investor’s lens. It is rare that so many key players in a...
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