Gaming IPOs
Gaming IPOs are a dangerous game to play. No new game seems to hold our attention for very long.
B2B Software Blogging is “Hot”
Either I’m really attractive or inside sales people are all trying to use sex to sell their services. I think I know the answer here.
Running with Blinders On
We all run with blinders on when we are at work. Once I left Ariba, I noticed a whole new world of B2B SaaS vendors I never knew existed.
IPO Filings: First Yodlee, then Yodle, what next, Yodl?
Yodle, a cloud-based marketing automation, filed to go public. Their SaaS metrics of CAC and LTV raise some continuing questions.
Golden Yodlee? (say that five times fast)
Yodlee, a financial applications platform, filed to go public. It has shown some good momentum over the past 15 months.
Chep: Simple, but Powerful, Business Model Changes
Chep and Disney show how very simple business model changes can make all the difference in a business.
Travelport, Sabre and Finally Amadeus
Sabre, Travelport, and Amadeus are all public. It’s now easy to compare the three global distribution systems (GDS). Amadeus compares favorably.
Travelport Follows Sabre’s IPO Route
Travelport’s planned IPO allows you to compare the company to its biggest US competitor, Sabre.
Fintech: The Company, not the Category!
Fintech, not the investment area, the company in liquor invoicing and payments is a fun one to watch.
