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...
American Software Exceptionalism
If you regularly read my blog (and these days who doesn't?), you have noted a distinct bias towards discussion of American-headquartered software companies. In fact, "bias" may be too weak a word. I've only written a handful of posts (out of more than 90) about...
Procurify: A TV Shark Wades into the E-Procurement Waters
Famous “Shark Tank” investor, Mark Cuban, invested in e-procurement! It’s a crowded market, but I like their transparent approach to pricing.
Two tell-tale signs the Tech Bubble is popping
The NASDAQ finished last week down 8% from its early March high. Not quite yet an "official", 10% correction, but close. Calling tech bubbles is notoriously difficult, but I propose two additional signs that the bull-run in tech stocks is over. For me the beginning...