Running with Blinders On
We all run with blinders on when we are at work. Once I left Ariba, I noticed a whole new world of B2B SaaS vendors I never knew existed.
IPO Filings: First Yodlee, then Yodle, what next, Yodl?
Yodle, a cloud-based marketing automation, filed to go public. Their SaaS metrics of CAC and LTV raise some continuing questions.
Golden Yodlee? (say that five times fast)
Yodlee, a financial applications platform, filed to go public. It has shown some good momentum over the past 15 months.
Chep: Simple, but Powerful, Business Model Changes
Chep and Disney show how very simple business model changes can make all the difference in a business.
Travelport, Sabre and Finally Amadeus
Sabre, Travelport, and Amadeus are all public. It’s now easy to compare the three global distribution systems (GDS). Amadeus compares favorably.
Travelport Follows Sabre’s IPO Route
Travelport’s planned IPO allows you to compare the company to its biggest US competitor, Sabre.
Fintech: The Company, not the Category!
Fintech, not the investment area, the company in liquor invoicing and payments is a fun one to watch.
Oil-Gas, Transzap-Oildex, Accel-KKR
Billing and payments in upstream oil and gas is a fascinating area. Accel-KKR just invested in Oildex which plays in that market.
Food delivery hottest in 5 years, led by these Bay Area startups, investors
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" for online food delivery...
