by Robert Solomon | May 25, 2015 | B2B Software, E-invoicing, Supply Chain Finance
I’ve written about Tungsten Corporation a few times in the last six months (here and here). I’m fascinated with the company because it is a pure-play public company in two hot markets popular with VC and PE firms: e-invoicing and supply chain finance....
by Robert Solomon | May 18, 2015 | B2B Software
Basware is a public company listed on the Helsinki exchange. Though I have included the company in some previous blog posts (here and here), I have not, until now, given the company its due. Basware can, oversimplistically, be thought of as a procure-to-pay suite...
by Robert Solomon | May 14, 2015 | B2B Software, Valuation
About a month ago, I posted (here) on applying value investing principles in enterprise SaaS. In that post, I highlighted Click Software (CKSW) as an example of a stock that might provide hidden value: companies moving from enterprise licenses to SaaS subscriptions...
by Robert Solomon | May 8, 2015 | B2B Software, Electronic Payments, Healthcare, Travel
If you read that headline and decided to read further, congratulations, you are officially a B2B payments nerd! Welcome to the club. A few weeks ago, I wrote one of my periodic guests posts on PYMNTS.com, on the increasing use of virtual (a.k.a., “single...
by Robert Solomon | May 5, 2015 | B2B Software, Procure to Pay |
PayPal’s “mafia” is justifiably famous. PayPal alumni include: Peter Thiel, Reid Hoffman, Elon Musk, Roelof Botha, Max Levchin, Chad Hurley, Jeremy Stoppelman and too many more to mention. Since leaving PayPal, they have founded companies worth...
by Robert Solomon | May 4, 2015 | B2B Software, CPG/Retail, Industry Big Data
The news last week that MasterCard plans to acquire Applied Predictive Technologies deserves a bit more attention. Applied Predictive Technologies (APT) is a provider of software and services for designing and evaluating a variety of tests: marketing, merchandising,...
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