by Robert Solomon | Nov 13, 2014 | B2B Software, Electronic Payments, Supply Chain Finance
In August, Lending Club filed to go public. It’s what is commonly known as a “peer-to-peer” lending marketplace. I read the prospectus with fascination, but did not write about it for two reasons: “Peer-to-peer” means consumer to...
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,...
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