by Robert Solomon | Sep 22, 2014 | Uncategorised
For a while, I’ve been wanting to create a stock index of US public companies specializing in B2B cloud e-commerce. There are many cloud indices, but typically they are not focused on B2B and/or they are not focused on inter-company platforms. Until recently, I...
by Robert Solomon | Sep 4, 2014 | Uncategorised |
When I graduated college in the early 1980s the accepted wisdom from investment greats such as Peter Lynch and Warren Buffett and business school courses, was that branded consumer goods were a great investment. Great brands were thought to build moats from...
by Robert Solomon | Aug 20, 2014 | Uncategorised, Valuation
I normally do not write about consumer Internet stocks, but the recent news that Alibaba invested in Kabam ( a game-maker) at a valuation of $1 billion and that Machine Zone (a top-grossing game on the Apple App store) is apparently raising money at a rumored $3...
by Robert Solomon | Jun 29, 2014 | Uncategorised |
A recent Planet Money podcast about CHEP, a pallet company, reminded me how simple business model changes can transform an industry. (You can listen to the podcast here. Or read a great article about the industry here.) If you love business and you do not...
by Robert Solomon | May 12, 2014 | Uncategorised
I love the B2B e-invoicing and payments space for reasons I have enumerated previously. I especially love companies that work with nasty, complex invoices and then make the resulting payments. I love them even more if the payments are then made to cash-strapped...
by Robert Solomon | Apr 26, 2014 | Uncategorised |
If I’m right that when Silicon Valley invests in food delivery, the bubble is about to pop, the above headline from yesterday’s Silicon Valley Business Journal may be a signal that the end is near. The article points out that the VC “appetite”...
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