by Robert Solomon | Nov 25, 2014 | B2B Software, Electronic Payments, Pricing |
The vast majority of tech press is about B2C software companies or software for IT department (e.g., databases, security, performance monitoring and other stuff) that does not excite me. But, there are a few good b2b blogs and newsletters those of you interested in...
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 | Sep 23, 2014 | B2B Software, Foodservice, Pricing |
OpenTable was a great story. (I wrote about it almost exactly three years ago here.) To refresh your memory, the company went public in March, 2009 at the bottom of the stock market with a market cap of $700 million. Two years later its market cap rose to 5-6x that...
by Robert Solomon | Jun 10, 2014 | Airlines, B2B Software, Pricing, Travel, Vertical Cloud |
In April, I wrote about the “grand-daddy of B2B platforms”, Sabre, and their then-pending IPO. See here and here. Recently one of their competitors, Travelport, followed suit and also filed for an IPO. It’s one of the few recent B2B software IPOs...
by Robert Solomon | Apr 18, 2014 | B2B Software, Pricing
I was interested to read that famed “Shark Tank” investor and NBA Mavericks owner, Mark Cuban, invested in a company called Procurify. The press release describes the company as follows: Procurify is a fully-featured, cloud-based procurement software...
by Robert Solomon | Apr 3, 2014 | B2B Software, Pricing
I haven’t read Flash Boys by Michael Lewis yet, but I will. After all, any guy who wrote Liar’s Poker, MoneyBall, The Blind Side, and The New New Thing deserves another $15.00 from me. Lewis consistently delivers insight and amusement. (For me, Malcolm...
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