by Peter Lugli | Apr 16, 2023 | Payments |
(I’m pleased to welcome back Peter Lugli, as a guest poster on the blog. Peter is a friend, former colleague, and veteran of Prime Revenue, Ariba, Amazon, and Mastercard. He’s also a great writer!) THOSE OF US IN THE PAYMENTS SPACE are a bunch of hopeful...
by Robert Solomon | Oct 2, 2017 | Consolidating Competition, Industry Concentration, Valuation
Do you how many people have said to me “Bob, you have not posted a blog in a long time!”? None. Despite this dispiriting lack of encouragement from you the reader, I soldier on knowing how you really feel! Sky-High Platform Value Creation by FANGs For...
by Robert Solomon | May 16, 2017 | Airlines, B2B Software, Consolidating Competition, Industry Concentration, Pricing, Regtech
I love the word “oligoply”. It’s a fancy word for a market structure in which a few companies have the large majority of market share. The recent news reminds me just how many markets are becoming oligopolistic–especially those dominated by...
by Robert Solomon | Sep 4, 2014 | Uncategorised |
When I graduated college in the early 1980s the accepted wisdom from investment greats such as Peter Lynch and Warren Buffett and business school courses, was that branded consumer goods were a great investment. Great brands were thought to build moats from...
by Robert Solomon | Mar 20, 2014 | B2B Software
A recent article in the Wall Street Journal captured the dilemma faced by every retailer these days: Do I list my products on Amazon (thereby giving up some brand control and margin) or do I just stick with my own website/keyword program and compete with them? It is...
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