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...
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 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 3, 2015 | B2B Software, Electronic Payments, Insurance, Matchmaking, Supply Chain Automation
Bottomline Technologies (EPAY) is a public financial services software company that is not very well-known, despite its enviable name. EPAY’s relative anonymity may stem from several sources: They are headquartered in New Hampshire. They have a bunch of...
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