by Robert Solomon | Nov 25, 2014 | B2B Software, Electronic Payments, Pricing |
The vast majority of tech press is about B2C software companies or software for IT department (e.g., databases, security, performance monitoring and other stuff) that does not excite me. But, there are a few good b2b blogs and newsletters those of you interested in...
by Robert Solomon | Nov 18, 2014 | B2B Software, E-invoicing, Electronic Payments, Logistics, Property Management, Travel, Vertical Cloud
Every once in a while, you come across an infographic or segmentation that helps you make sense of the world. I had this experience, more than 10 years ago, when Vasuki Subbarao (now at Vendavo) showed me a variant of this chart –a segmentation of indirect...
by Robert Solomon | Nov 13, 2014 | B2B Software, Electronic Payments, Supply Chain Finance
In August, Lending Club filed to go public. It’s what is commonly known as a “peer-to-peer” lending marketplace. I read the prospectus with fascination, but did not write about it for two reasons: “Peer-to-peer” means consumer to...
by Robert Solomon | Nov 11, 2014 | Automobile, B2B Software, Industry Cloud, Valuation |
In September of 2013, I wrote about the IPO filing of one of the original B2B consortia, Covisint (here). At the time, Covisint was showing good growth, but there were two related concerns: Revenue was 37% services, not higher margin subscription software As an EDI...
by Robert Solomon | Nov 6, 2014 | B2B Software
I don’t want this blog to become about investing, but I write about IPOs for three reasons: The stock market has been a personal interest of mine since I was a kid. (My dad taught me about stocks starting at about age nine. He owned one share of the...
by Robert Solomon | Oct 30, 2014 | B2B Software |
If you are not familiar with the term “chutzpah”, it is Yiddish which roughly translates into “cajones”, which is Spanish that roughly translates into “shameless audacity”, “impudence” or “bravado”. Lately,...
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