by Robert Solomon | May 5, 2015 | B2B Software, Procure to Pay |
PayPal’s “mafia” is justifiably famous. PayPal alumni include: Peter Thiel, Reid Hoffman, Elon Musk, Roelof Botha, Max Levchin, Chad Hurley, Jeremy Stoppelman and too many more to mention. Since leaving PayPal, they have founded companies worth...
by Robert Solomon | May 4, 2015 | B2B Software, CPG/Retail, Industry Big Data
The news last week that MasterCard plans to acquire Applied Predictive Technologies deserves a bit more attention. Applied Predictive Technologies (APT) is a provider of software and services for designing and evaluating a variety of tests: marketing, merchandising,...
by Robert Solomon | Apr 7, 2015 | B2B Software, Enterprise Software, Procure to Pay
I was not planning any more posts on Procure-to-Pay suites, but then Gartner issued their Magic Quadrant on the market. I felt compelled to revisit the topic in one, very simple way: through an investor’s lens. It is rare that so many key players in a...
by Robert Solomon | Mar 30, 2015 | B2B Software, Enterprise Software, Indirect Spend, Procure to Pay |
A couple of weeks ago, I blogged on the subject of valuations of public and private indirect procurement suites (here). Now, it appears there is a “new” kid on the block: Selectica (SLTC). Selectica announced this morning that it had acquired b-pack for...
by Robert Solomon | Mar 27, 2015 | B2B Software, Construction, Electronic Payments, Enterprise Software, Supply Chain Finance
In my last post, I covered the first two of five themes for value investing in Enterprise SaaS stocks–which should strike you as a bit of an oxymoron–and is. Nevertheless, here are the remaining three enterprise SaaS value investing themes: 3....
by Robert Solomon | Mar 25, 2015 | B2B Software, Enterprise Software, Healthcare, Industry Concentration
Right now, value investing in enterprise SaaS is like “jumbo shrimp”, “Kentucky senior”, or “random order”— an oxymoron. SaaS companies sell on the basis of top-line growth rates—not much else matters. If investors believe current growth rates can be sustained,...
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