by Robert Solomon | Jan 4, 2021 | Healthcare, Marketplaces
Almost exactly a year ago I noted that there is a marketplace for everything these days, including human biospecimens. A year later that marketplace, iSpecimen, has filed to go public. Yes, a Specimens Marketplace iSpecimen connects life sciences researchers (buyers)...
by Robert Solomon | May 26, 2020 | B2B Software, Healthcare, Insurance, Marketplaces
SelectQuote quietly went public last week and soared 40% in its opening day. The company now sports a $4 billion valuation. What’s all the fuss about? Strong growth, great margins, and great, SaaS-like metrics in its core senior insurance segment. About...
by Robert Solomon | Apr 1, 2020 | B2B Software, Healthcare, Payments, Valuation
Let’s start with a few disclaimers: Anyone who takes investment advice from me, probably ought to have their head examined. (Almost all of my money is invested in index funds and just two great professional money managers North Star Investments and Ariel...
by Robert Solomon | Feb 26, 2020 | Healthcare, Industry Cloud, Veeva
The picture above really does tell the whole story. (Assuming you know that is the Salesforce Tower!) Salesforce announced yesterday that it will acquire Vlocity. Vlocity is a supplier of industry-specific, or vertical, CRM solutions built on the Salesforce platform....
by Robert Solomon | Jan 14, 2020 | B2B Software, Healthcare, Industry Big Data, order to cash, Procure to Pay
Sometimes you see a deal that makes you scratch your head and wonder “What were they thinking?!” And sometimes the logic is immediately compelling. GHX’s acquisition of Lumere is the latter. Allow me to explain. But first I have to tell you about...
by Robert Solomon | Nov 12, 2019 | Healthcare, Payments, Virtual cards |
Last week I reviewed the companies I wrote about in the 1st half of 2019. Now let’s review the companies from the second half of the year. Fiverr Fiverr had it’s IPO in mid-June. It went public at $21.00, opened at $26.00, and closed its first day up 90%...
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