by Robert Solomon | Mar 30, 2015 | B2B Software, Enterprise Software, Indirect Spend, Procure to Pay |
A couple of weeks ago, I blogged on the subject of valuations of public and private indirect procurement suites (here). Now, it appears there is a “new” kid on the block: Selectica (SLTC). Selectica announced this morning that it had acquired b-pack for...
by Robert Solomon | Mar 27, 2015 | B2B Software, Construction, Electronic Payments, Enterprise Software, Supply Chain Finance
In my last post, I covered the first two of five themes for value investing in Enterprise SaaS stocks–which should strike you as a bit of an oxymoron–and is. Nevertheless, here are the remaining three enterprise SaaS value investing themes: 3....
by Robert Solomon | Mar 25, 2015 | B2B Software, Enterprise Software, Healthcare, Industry Concentration
Right now, value investing in enterprise SaaS is like “jumbo shrimp”, “Kentucky senior”, or “random order”— an oxymoron. SaaS companies sell on the basis of top-line growth rates—not much else matters. If investors believe current growth rates can be sustained,...
by Robert Solomon | Mar 17, 2015 | B2B Software, Global Trade Management, Supply Chain Automation, Supply Chain Finance
The recent news that Amber Road (AMBR) bought ecVision for about $30 million (hat tip to Jason Trevisan) prompted me to re-look at AMBR since it went public a year ago. Just before it went public, I noted that Amber Road competes in an attractive market (global trade...
by Robert Solomon | Mar 12, 2015 | B2B Software, Electronic Payments, Financial services, Global Trade Management
In my last post, I covered Earthport, a public competitor in the cross border payments market. Now it is time for public competitor #2: INTL FCStone That is not a typo; that is the name of a public US company (INTL) engaged in cross border payments (among many other...
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