by Robert Solomon | Nov 18, 2014 | B2B Software, E-invoicing, Electronic Payments, Logistics, Property Management, Travel, Vertical Cloud
Every once in a while, you come across an infographic or segmentation that helps you make sense of the world. I had this experience, more than 10 years ago, when Vasuki Subbarao (now at Vendavo) showed me a variant of this chart –a segmentation of indirect...
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:...
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