by Robert Solomon | Nov 6, 2015 | B2B Software, Consolidating Competition, Industry Concentration, Matchmaking, Travel
If you follow software platforms, it was a busy week in the news. Platform Dominance Today’s Wall Street Journal has an article about the dominance of the Microsoft, Apple, Google, AWS, Facebook and Microsoft platforms. The article is a bit of a jumble mixing...
by Robert Solomon | Aug 11, 2015 | B2B Software, Consolidating Competition, Financial services, Industry Cloud
Yodlee, which I just wrote about on Friday and when it went public a year ago, announced it was being acquired for $18.88 in cash and stock from Envestnet (ENV). This represented about a 50% premium over Yodlee’s stock price on Friday. Envestnet sells cloud...
by Robert Solomon | Aug 7, 2015 | B2B Software, Industry Big Data
It’s pretty rare that B2B software platforms make to the front page of the Wall Street Journal. But Yodlee pulled it off today. If you know Yodlee, it may be through their “screen-scraping” technology sold to folks like Mint. Yodlee is the...
by Robert Solomon | Dec 9, 2014 | B2B Software, Travel, Valuation
In case you did not see it on Saturday, the Wall Street Journal ran an article noting that 30 companies had gone public in 2014 at valuations less than their last private round. The Journal mentioned this fate was likely to befall Hortonworks and New Relic, two more...
by Robert Solomon | Nov 6, 2014 | B2B Software
I don’t want this blog to become about investing, but I write about IPOs for three reasons: The stock market has been a personal interest of mine since I was a kid. (My dad taught me about stocks starting at about age nine. He owned one share of the...
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