by Robert Solomon | Mar 16, 2021 | Automobile, B2B Software, Marketplaces
ACV Auctions filed to go public. (Who says Buffalo, NY does not have a tech community?!) Its S-1 is a masterclass in building a marketplace. The S-1 should be required reading if you are building a B2B marketplace. I cannot do the business justice in one blog...
by Robert Solomon | Jun 8, 2020 | Automobile, B2B Software, Industry Catalog, Marketplaces
I normally don’t write about B2C platforms, but what the heck, I normally don’t shelter in place or wear a mask either. Also, the Vroom S-1 was simply too interesting to skip. I’ll keep my comments brief and focused on the underlying economics....
by Robert Solomon | Aug 1, 2016 | Automobile, B2B Software, Enterprise Software, Healthcare
Disruptive Innovation is supposed to be about changing an industry’s economics. But lately, many of the “disruptors” have arrogantly decided to disrupt laws and ethics, more so than economics! Clayton Christensen’s Disruptive Innovation First, a digression on the...
by Robert Solomon | Jun 7, 2016 | Automobile, Industry Cloud, Industry Concentration, Supply Chain Automation, Vertical Cloud
Those of you over the age of 40 remember the crazy B2B consortia days of the late 1990s. (For those you under 40, just imagine the sub-prime mortgage lunacy transferred to software!) During that time, the Big Three American auto companies formed two auto consortia:...
by Robert Solomon | Jun 5, 2015 | Automobile, B2B Software, Healthcare, Matchmaking, Supply Chain Automation
You read that right. Whenever I mention Mediagrif, a public company listed in Toronto (MDF.TO) and headquartered in Quebec, no one has heard of it. When I describe what Mediagrif does, it seems even less believable. But Mediagrif is an intriguing company and an...
by Robert Solomon | Jun 2, 2015 | Automobile, B2B Software, Industry Cloud, Valuation
Besides the stock price that is. Since announcing its earnings after market close on May 20, Covisint’s stock is up almost 40%. (Meaning the stock has increased from about $2.00 to about $2.80;-)) In that earnings...
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