MINDBODY: SaaS Application or Industry Marketplace?
MINDBODY (MB) went public, billing itself as a global marketplace. Is it that or a SaaS application? How should it be valued?
DealerTrack: Another Dominant Platform Taken Over
DealerTrack, a dominant B2B platform in auto retailing announced it was bought for $4 billion. Anyone interested in B2B platforms should study TRAK.
The SaaS Craze Daze
With so many SaaS solutions available, vendors have to help buyers understand where they fit.
Direct Insite (DIRI): Public e-Billing Play
One of Direct Insite’s (DIRI) directors just bought about 7% more of the company. Is Direct Insite finally ready to grow? Or is is more of the same?
Mediagrif: B2B Marketplaces, Sourcing and Online Dating
You read that right. Whenever I mention Mediagrif, a public company listed in Toronto (MDF.TO) and headquartered in Quebec, no one has heard of it. When I describe what Mediagrif does, it seems even less believable. But Mediagrif is an intriguing company and an...
Is something up at Covisint (COVS)?
Covisint’s stock is up from $2.00 to $2.80 after announcing weak results and low guidance. What gives?
Interoperability in Electronic Medical Records
Providers of Electronic Medical Records are being accused of sabotaging efforts at interoperability. No surprise there. Now the Feds are taking a look.
Tungsten Corporation: The Roller Coaster Continues
Tungsten Corporation’s stock price bounced off new lows. Investors want faster growth from a company in the hot e-invoice and supply chain finance markets.
Basware = Sciquest + Tungsten?
Despite its run over the past 18 months, is Basware’s stock still a buy? It looks like a combination of Tungsten and Sciquest.
