by Robert Solomon | Jun 25, 2015 | B2B Software, Electronic Payments, Industry Cloud
Last week MINDBODY (MB) (all caps, no CamelCase) went public on the NASDAQ. MINDBODY describes itself as the “leading online global wellness marketplace”. Here’s how MINDBODY depicts its business: MINDBODY sells to 42,000 gyms, yoga studies, salons,...
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 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...
by Robert Solomon | Dec 11, 2014 | B2B Software, Farming, Industry Cloud
The New York Times recently ran a great article entitled “Working the Land and the Data”. The article highlights how important the cloud, big data, and software generally is becoming to the cultivation of massive crops such as soybeans and corn. If you...
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 | Feb 5, 2014 | Airlines, Automobile, CPG/Retail, Healthcare, Industry Cloud
GHX, one of the early industry marketplace consortia (2000 anyone?), announced today that it had been acquired by Thoma Bravo a PE Firm. GHX was originally a consortium of suppliers to the healthcare industry–sort of the opposite of a GPO. Over time GHX added...
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