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,...
by Robert Solomon | Mar 17, 2015 | B2B Software, Global Trade Management, Supply Chain Automation, Supply Chain Finance
The recent news that Amber Road (AMBR) bought ecVision for about $30 million (hat tip to Jason Trevisan) prompted me to re-look at AMBR since it went public a year ago. Just before it went public, I noted that Amber Road competes in an attractive market (global trade...
by Robert Solomon | Mar 12, 2015 | B2B Software, Electronic Payments, Financial services, Global Trade Management
In my last post, I covered Earthport, a public competitor in the cross border payments market. Now it is time for public competitor #2: INTL FCStone That is not a typo; that is the name of a public US company (INTL) engaged in cross border payments (among many other...
by Robert Solomon | Mar 10, 2015 | B2B Software, Electronic Payments, Supply Chain Automation, Supply Chain Finance
My previous post on global payments attempted to convince you that the cross-border segment of global payments is fast-growing and has an attractive profit pool. In this post, I focus on the challenge of cross border payments and the first of two public companies...
by Robert Solomon | Mar 7, 2015 | B2B Software, Electronic Payments
I love businesses with a simple goal to replace paperwork (e.g., postage, paper and workflow) with electronic transactions. This includes e-procurement, e-invoicing, and e-payments in both the business and consumer worlds. These businesses are easy to love because:...
by Robert Solomon | Feb 27, 2015 | B2B Software, Indirect Spend, Procure to Pay
I try not to blog much about indirect spend procure-to-pay suites (e.g. Ariba, Sciquest, Verian, Coupa, and many others). (Indirect spend being the stuff bought and consumed by a company, not its customers.) But a quick look at the Wall Street Journal this morning...
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