Yodlee, a financial applications platform, filed to go public. It has shown some good momentum over the past 15 months.
Chep and Disney show how very simple business model changes can make all the difference in a business.
Sabre, Travelport, and Amadeus are all public. It’s now easy to compare the three global distribution systems (GDS). Amadeus compares favorably.
Travelport’s planned IPO allows you to compare the company to its biggest US competitor, Sabre.
Fintech, not the investment area, the company in liquor invoicing and payments is a fun one to watch.
Billing and payments in upstream oil and gas is a fascinating area. Accel-KKR just invested in Oildex which plays in that market.
If I'm right that when Silicon Valley invests in food delivery, the bubble is about to pop, the above headline from yesterday's Silicon Valley Business Journal may be a signal that the end is near. The article points out that the VC "appetite" for online food delivery...
If you regularly read my blog (and these days who doesn't?), you have noted a distinct bias towards discussion of American-headquartered software companies. In fact, "bias" may be too weak a word. I've only written a handful of posts (out of more than 90) about...
Famous “Shark Tank” investor, Mark Cuban, invested in e-procurement! It’s a crowded market, but I like their transparent approach to pricing.