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...
Fundbox: A new player in supply chain finance
When I saw the announcement today that there is a new player in B2B supply chain finance --that is linking specific invoices to cash advances-- I thought "Wow, how many companies can go after the same market!" After all, invoice networks and pure play supply chain...
Small Businesses in the Cloud
It’s getting easier and easier for small business owners in all sorts of industries to run their entire business in the cloud.
Did Nasdaq’s drop last week scare you?
If you freaked when the Nasdaq dropped last week, take a few deep breaths.
Flash Boys, Exchange Ownership, and Rules
All exchanges make their own rules. It’s important to understand those rules and even influence them if you are going to participate in an exchange.
