by Robert Solomon | May 25, 2015 | B2B Software, E-invoicing, Supply Chain Finance
I’ve written about Tungsten Corporation a few times in the last six months (here and here). I’m fascinated with the company because it is a pure-play public company in two hot markets popular with VC and PE firms: e-invoicing and supply chain finance....
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 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 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 | Feb 24, 2015 | B2B Software, E-invoicing, Supply Chain Finance
In 2013, after Tungsten Corporation acquired OB10 (a leading European e-invoicing provider), bought a bank, and went public with a market cap of £225 million, I wrote that this grand experiment would be fun to watch. It has been even more fascinating than I expected....
by Robert Solomon | Dec 23, 2014 | Collaborative Project Management, Enterprise Software, Matchmaking, Supplier Credentialling, Supply Chain Finance
One of the nine value propositions of B2B platforms I have written about least is #8: Collaborative Project Management. I have always been troubled by three aspects of these type of platforms that are designed to facilitate inter-company interaction on a complex...
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