by Robert Solomon | May 13, 2016 | B2B Software, Collaborative Project Management, Construction, Electronic Payments, Industry Cloud
The recent news that Oracle is buying Textura for $663 million, or $26 per share was a surprise, but not a huge one. Several alert readers (and smart investors) had recently prompted me to reexamine Textura when its stock recently hit a low of about $13 per share....
by Robert Solomon | Mar 27, 2015 | B2B Software, Construction, Electronic Payments, Enterprise Software, Supply Chain Finance
In my last post, I covered the first two of five themes for value investing in Enterprise SaaS stocks–which should strike you as a bit of an oxymoron–and is. Nevertheless, here are the remaining three enterprise SaaS value investing themes: 3....
by Robert Solomon | Jul 18, 2014 | B2B Software, Construction, Property Management, Real Estate |
All good Dads read to their kids. I have a great Dad. My Dad taught me to read The Daily Racing Form–the bible of horse racing. If you are a nerd and/or like to bet, the Form is simply irresistible. Think of it as the original “Moneyball” database...
by Robert Solomon | Mar 18, 2014 | B2B Software, Construction, Logistics
This is the ninth and final (hooray!) in my series of posts on the nine value propositions offered by B2B platforms/multi-sided markets. Value Proposition #9: Managed Services By my definition, managed service providers are companies who may have built a technology...
by Robert Solomon | Mar 13, 2014 | B2B Software, Construction, CPG/Retail
This is the eighth in my nearly finished series of posts on the nine value propositions offered by B2B platforms/multi-sided markets. This one will be very brief, as most of these platforms are not true networks and therefore hold less interest for me. Value...
by Robert Solomon | Feb 27, 2014 | B2B Software, Construction, Healthcare, Oil and Gas, Pricing, Supplier Credentialling
(This is the third in my seemingly never-ending series of posts on the nine value propositions offered by B2B platforms/multi-sided markets.) Value Proposition #3: Credentialers Credentialers provide risk management and compliance information and services. In...
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