by Robert Solomon | Apr 1, 2020 | B2B Software, Healthcare, Payments, Valuation
Let’s start with a few disclaimers: Anyone who takes investment advice from me, probably ought to have their head examined. (Almost all of my money is invested in index funds and just two great professional money managers North Star Investments and Ariel...
by Robert Solomon | Nov 20, 2019 | B2B Software, Payments, Supply Chain Finance |
Everyone agrees the enterprise early payments market (e.g., dynamic discounting, supply chain finance (SCF), and receivables financing) is huge. The numbers are staggering: the global economy is $80 trillion days payable outstanding are at record highs on any given...
by Robert Solomon | Nov 12, 2019 | Healthcare, Payments, Virtual cards |
Last week I reviewed the companies I wrote about in the 1st half of 2019. Now let’s review the companies from the second half of the year. Fiverr Fiverr had it’s IPO in mid-June. It went public at $21.00, opened at $26.00, and closed its first day up 90%...
by Robert Solomon | Sep 9, 2019 | B2B Software, Payments, Supply Chain Finance
The Sunday Times of London published its annual Tech Track 100 list of the fastest-growing private technology companies in Britain (see here). If you are into enterprise software, payments, and financing, in particular, it is a fun read. Tech Track 100 Payments...
by Robert Solomon | Jul 1, 2019 | B2B Software, Healthcare, Payments
My last post was partly about healthcare payments in the form of Change Healthcare’s Intelligent Healthcare Network. I did not set out to write another post about healthcare payments, but reading Phreesia’s S-1 compels me to. Phreesia has three...
by Robert Solomon | Jun 25, 2019 | B2B Software, Healthcare, Industry Cloud, Payments, Vertical Cloud
Change Healthcare is going public (again). The IPO provides another opportunity to examine a massive B2B inter-enterprise network, Change Healthcare’s Intelligent Healthcare Network. I previously wrote about this network when it was called Emdeon (see here). ...
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