by Robert Solomon | Jun 15, 2015 | B2B Software, Consolidating Competition, Industry Cloud, Key Success Factors, Supply Chain Automation, Vertical Cloud
I’ve previously professed my love for DealerTrack (TRAK), a B2B platform that built a dominant position in auto retailing here and here. (Thanks to Peter Goldmacher at Cowen, I learned about the company and owned the stock.) I use DealerTrack as one of my...
by Robert Solomon | Jun 10, 2015 | B2B Software, Key Success Factors |
There has never been a more exciting time to be a SaaS enterprise start-up: Plentiful venture capital at great valuations Platforms to build on easily and quickly Growing enterprise acceptance of SaaS Better sales and marketing, R&D and support economics from SaaS...
by Robert Solomon | Jun 8, 2015 | B2B Software, E-invoicing, Electronic Payments, Financial services
Here’s how Direct Insite which is a public company (DIRI) describes itself on its press and financial releases: Direct Insite™ provides a powerful platform for unified working capital management that facilitates over $160 billion worth of transactions annually...
by Robert Solomon | Jun 5, 2015 | Automobile, B2B Software, Healthcare, Matchmaking, Supply Chain Automation
You read that right. Whenever I mention Mediagrif, a public company listed in Toronto (MDF.TO) and headquartered in Quebec, no one has heard of it. When I describe what Mediagrif does, it seems even less believable. But Mediagrif is an intriguing company and an...
by Robert Solomon | Jun 2, 2015 | Automobile, B2B Software, Industry Cloud, Valuation
Besides the stock price that is. Since announcing its earnings after market close on May 20, Covisint’s stock is up almost 40%. (Meaning the stock has increased from about $2.00 to about $2.80;-)) In that earnings...
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