by Robert Solomon | Nov 4, 2014 | Consolidating Competition, Industry Concentration, Pricing
I try to know about every companies with a network and a dominant market position. And yet I’m frequently learning about new ones that are hiding in plain view as public companies. This week’s revelation is a company called National CineMedia (Symbol:...
by Robert Solomon | Oct 13, 2014 | B2B Software, Industry Concentration
Okay, maybe the headline is a slight stretch, but the news today that Jean Tirole of France has won the “Nobel” Prize for economics makes it a lot less of a stretch. Tirole’s work, in part, includes work on “Two-Sided” markets...
by Robert Solomon | Jun 14, 2014 | Airlines, B2B Software, Ecosystem, Industry Concentration, Travel |
An alert reader, Brett Owens, pointed out that I had compared Sabre and Travelport (two of the three major GDSs in the world) but failed to compare them to Amadeus, which is the largest of the three and is already public in the UK! I’m rectifying the situation...
by Robert Solomon | Mar 4, 2014 | B2B Software, Foodservice, Healthcare, Industry Concentration
(This is the fifth in my scintillating series of posts on the nine value propositions offered by B2B platforms/multi-sided markets.) Value Proposition #5: Leveraged Contracts Leveraged contracts are a very small segment within the world of B2B platforms. Leveraged...
by Robert Solomon | Sep 27, 2013 | Consolidating Competition, Healthcare, Industry Concentration, Pricing
Everyone once in a while, the average investor gets the chance to invest in a company that has a special relationship with the government, a unique business structure, or a special antitrust exemption. Fannie Mae was one. Visa and Mastercard were cooperatives owned...
by Robert Solomon | Sep 24, 2013 | Automobile, Industry Concentration |
Yes, that is a headline from 2013, not 1999. Those of you old enough to remember 1999 remember that name. Covisint was the marketplace set up by the Big Three automakers at the height of the Commerce One and Ariba battles. (C1 ended up giving up stock to the Big...
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