by Robert Solomon | Jul 1, 2019 | B2B Software, Healthcare, Payments
My last post was partly about healthcare payments in the form of Change Healthcare’s Intelligent Healthcare Network. I did not set out to write another post about healthcare payments, but reading Phreesia’s S-1 compels me to. Phreesia has three...
by Robert Solomon | Jun 26, 2018 | B2B Software, Payments, Pricing
Yesterday, the Supreme Court of the United States ruled in favor of American Express (Amex) in an antitrust case 11 states had brought against Amex (see here). If you are interested in two-sided markets, platforms, and pricing you will want to read the Supreme...
by Robert Solomon | Aug 29, 2014 | B2B Software, E-invoicing, Electronic Payments
If you are building a two-sided commerce network or a supply chain finance company (and who isn’t doing the latter these days?), you will benefit from understanding the history and economics of the credit card and procurement-card (p-card) markets. You can learn...
by Robert Solomon | Sep 27, 2013 | Consolidating Competition, Healthcare, Industry Concentration, Pricing
Everyone once in a while, the average investor gets the chance to invest in a company that has a special relationship with the government, a unique business structure, or a special antitrust exemption. Fannie Mae was one. Visa and Mastercard were cooperatives owned...
by Robert Solomon | Oct 24, 2011 | Automobile, Uncategorised
In preparation for the last post on pricing, I was reviewing the annual reports and presentations from a wide variety of Industry in the Cloud (IC) providers. Doing so reminded me of the importance to ICs of tracking the right metrics and, equally important, ignoring...
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