by Robert Solomon | May 14, 2015 | B2B Software, Valuation
About a month ago, I posted (here) on applying value investing principles in enterprise SaaS. In that post, I highlighted Click Software (CKSW) as an example of a stock that might provide hidden value: companies moving from enterprise licenses to SaaS subscriptions...
by Robert Solomon | Jan 20, 2015 | B2B Software, Ecosystem, Valuation
The Box prospectus offers a great lesson in Enterprise SaaS economics. Box is a low-priced, simple SaaS application (storage). It represents the type of SaaS application typically sold to consumers, but Box has the enterprise as their target market. Box has grown...
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 11, 2014 | Automobile, B2B Software, Industry Cloud, Valuation |
In September of 2013, I wrote about the IPO filing of one of the original B2B consortia, Covisint (here). At the time, Covisint was showing good growth, but there were two related concerns: Revenue was 37% services, not higher margin subscription software As an EDI...
by Robert Solomon | Aug 20, 2014 | Uncategorised, Valuation
I normally do not write about consumer Internet stocks, but the recent news that Alibaba invested in Kabam ( a game-maker) at a valuation of $1 billion and that Machine Zone (a top-grossing game on the Apple App store) is apparently raising money at a rumored $3...
by Robert Solomon | Apr 14, 2014 | Valuation |
The NASDAQ finished last week down 8% from its early March high. Not quite yet an “official”, 10% correction, but close. Calling tech bubbles is notoriously difficult, but I propose two additional signs that the bull-run in tech stocks is over. For me...
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