B2B Enterprise Software IPOs: The Year in Review
A review of 12 Enterprise Software IPOs in 2014 and my calls on them.
How do I not own this stock (NCMI)?
National Cinemedia (NCMI) is a network company with a dominant market position. It should be a very interesting stock.
Chutzpah in Enterprise Software Advertising
SAP’s “Run Simple” campaign is a great example of chutzpah in enterprise software advertising.
Just one word in B2B Payments: Plastics
So said Mr. McGuire to young Benjamin in the 1967 classic film, The Graduate. Apparently, Mr. McGuire was referring to B2B payments. In an article in today's online Wall Street Journal entitled, "B2B Credit Cards Jump", Hackett Group notes that B2B payments made by...
Workiva files to go public
Workiva? It sounds like the love child of Workday and Kiva Systems, but it is not. You have likely never heard of Workiva for three reasons: In July of this year it changed its name from Webfilings It is headquartered in Ames, Iowa, which is quite nice, but...
Adult Entertainment Payment Service
Alert readers of this blog (all four of you) know that I love specialized invoice and payment services --for freight, clinical trials, facilities management, meetings and events, temporary labor, health care, liquor, media, etc. One alert reader, who shall remain...
Nobel Prizes and B2B Marketplaces
Okay, maybe the headline is a slight stretch, but the news today that Jean Tirole of France has won the "Nobel" Prize for economics makes it a lot less of a stretch. Tirole's work, in part, includes work on "Two-Sided" markets which describes businesses ranging from...
Take a walk on the Supplier Side
The laws of business physics suggest that for every "Source to Settle" process in a buying company, there is an equal and opposite "Quote to Cash" process at a supplier. (To verify that, I used Google Trends to compare the search frequency of the terms "Procure to...
No Wait: Another OpenTable?
OpenTable was a great story. (I wrote about it almost exactly three years ago here.) To refresh your memory, the company went public in March, 2009 at the bottom of the stock market with a market cap of $700 million. Two years later its market cap rose to 5-6x that...
