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...
by Robert Solomon | May 28, 2015 | B2B Software, Healthcare |
The New York Times wrote an article (yesterday) and published an editorial on the issue of “information blocking” by software providers and their users (hospitals and labs) in the electronic medical records market. Information blocking is defined as...
by Robert Solomon | May 25, 2015 | B2B Software, E-invoicing, Supply Chain Finance
I’ve written about Tungsten Corporation a few times in the last six months (here and here). I’m fascinated with the company because it is a pure-play public company in two hot markets popular with VC and PE firms: e-invoicing and supply chain finance....
by Robert Solomon | May 18, 2015 | B2B Software
Basware is a public company listed on the Helsinki exchange. Though I have included the company in some previous blog posts (here and here), I have not, until now, given the company its due. Basware can, oversimplistically, be thought of as a procure-to-pay suite...
by Robert Solomon | May 14, 2015 | B2B Software, Valuation
About a month ago, I posted (here) on applying value investing principles in enterprise SaaS. In that post, I highlighted Click Software (CKSW) as an example of a stock that might provide hidden value: companies moving from enterprise licenses to SaaS subscriptions...
by Robert Solomon | May 8, 2015 | B2B Software, Electronic Payments, Healthcare, Travel
If you read that headline and decided to read further, congratulations, you are officially a B2B payments nerd! Welcome to the club. A few weeks ago, I wrote one of my periodic guests posts on PYMNTS.com, on the increasing use of virtual (a.k.a., “single...
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