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.
Click Software (CKSW) Going Private
Click software announced that it will be taken private by Francisco Partners. A few other “go-private” candidates are left.
Net Interchange in B2B Virtual Card Payments
WEX’s Other Payments Solutions segments provides insight into the net interchange earned by virtual card providers in corporate payments.
If PayPal has a Mafia, Ariba has a Gang
Ariba’s alumni cannot match PayPal’s, but it is still a pretty impressive group making its mark on B2B software.
MasterCard Acquisition of Applied Predictive Technologies
MasterCard’s acquisition of Applied Predictive Technologies (APT) represents a substantial investment in merchant value creation.
Procure-to-Pay: Gartner Magic Quadrant for Suites
Gartner’s Procure-to-Pay Suite Magic Quadrant shows why there will be so much interest in a Coupa IPO when it comes.
Selectica: A “new” Public Indirect Procurement Suite
Selectica (SLTC) is now a full-fledged source to settle provider. How does its valuation compare to comparables in the same market?
Value Investing: Enterprise SaaS Style (Part Two)
In the second of two posts, here are three more themes for reconciling value investing with current, sky-high enterprise SaaS valuation multiples.
