by Robert Solomon | Nov 11, 2014 | Automobile, B2B Software, Industry Cloud, Valuation |
In September of 2013, I wrote about the IPO filing of one of the original B2B consortia, Covisint (here). At the time, Covisint was showing good growth, but there were two related concerns: Revenue was 37% services, not higher margin subscription software As an EDI...
by Robert Solomon | Nov 6, 2014 | B2B Software
I don’t want this blog to become about investing, but I write about IPOs for three reasons: The stock market has been a personal interest of mine since I was a kid. (My dad taught me about stocks starting at about age nine. He owned one share of the...
by Robert Solomon | Nov 4, 2014 | Consolidating Competition, Industry Concentration, Pricing
I try to know about every companies with a network and a dominant market position. And yet I’m frequently learning about new ones that are hiding in plain view as public companies. This week’s revelation is a company called National CineMedia (Symbol:...
by Robert Solomon | Oct 30, 2014 | B2B Software |
If you are not familiar with the term “chutzpah”, it is Yiddish which roughly translates into “cajones”, which is Spanish that roughly translates into “shameless audacity”, “impudence” or “bravado”. Lately,...
by Robert Solomon | Oct 28, 2014 | B2B Software, Electronic Payments, Supply Chain Finance
So said Mr. McGuire to young Benjamin in the 1967 classic film, The Graduate. Apparently, Mr. McGuire was referring to B2B payments. In an article in today’s online Wall Street Journal entitled, “B2B Credit Cards Jump”, Hackett Group notes that B2B...
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