INTL FCStone: Public Cross-Border Payments Player #2
INTL FCStone (INTL) has within it a valuable cross-border payments business that is potentially undervalued when compared to Earthport (LON:EON)
Earthport: Public Cross-Border Payments Player #1
Earthport is a rapidly-growing, public player in the attractive cross-border payments market (LON:EPO). It’s market cap reflects the excitement.
Global Electronic Business Payments
The global business payments market is gigantic and growing fast, creating lots of opportunity. The cross-border segment is especially interesting.
What are Indirect Spend Suite Companies Worth?
According to the Wall Street Journal, Deem is a unicorn from the indirect spend suite space. If that’s the case, what is Coupa worth?
The Tungsten Corporation Roller Coaster
Tungsten Corporation’s stock lost 26% of its value yesterday. The roller coaster ride is likely to continue.
On Unicorns (especially of the Enterprise variety)
There are more than 80 tech Unicorns (valuations more than $1billion). But be of careful of the focus on valuation.
Inovalon: Quiet Big Data Giant
Inovalon which goes public this week is a great example of big data applied to a big industry: healthcare.
Could E2open be just the first network to go private again?
E2open is being bought out by Insight Venture Partners. Are Covisint (COVS), Liqudity Services (LQDT), and Sciquest (SQI) also candidates?
Trust and Transparency in Marketplaces
New marketplaces have to establish trust and transparency to attract users. Lucky for them, they compete with institutions that consumers do not trust.
