January 27, 2016
I have been getting a lot of interesting feedback regarding my last post about Zycus. In one discussion, I had expressed my surprise regarding how frank they were about the market, the competition, where they are weak, and where they are strong. I could not help but wonder why they were so open. The response I received was […]
November 11, 2015
YES! I just wanted to remove the mystery or any possible doubt surrounding what my answer would be to the question “if Coupa goes public, will it ruin the company?” By the way, what prompted the question (and this post), was a very recent Bloomberg interview with Coupa CEO Rob Bernshteyn. By the way – and I […]
October 28, 2015
Back in my July 9th, 2015 post, I pointed to the data that supports my assertion that the majority of suppliers that deal with Walmart, likely come to regret it. I also expressed the opinion that this was perhaps one of the main reasons why Walmart sought a relationship with ThomasNet that would enable the retailer to “tap” into the […]
August 14, 2015
You know how they say that a picture is worth a thousand words? Well as it turns out – at least in the case of Jason Busch, a resume also speaks volumes. Before I share with you the results of my research, I am going to pose the following question; if someone has never actually […]
July 27, 2015
“Those who try to catch a falling knife only get hurt.” – old Wall Street adage In a recent Nasdaq website article titled The 5 Biggest Stock Market Myths, reference was made to a study which concluded that “Most market prognosticators are notoriously inaccurate.” The article also went on to say that with the advent of […]
July 8, 2015
“If operations continue to improve, we view potential buyers to be IBM, Oracle, salesforce, NetSuite, and Workday.” – Northland Capital Markets article Let’s put aside for a moment the fact that boutique investment banking firm Northland Capital Markets “initiated coverage on SciQuest (NASDAQ: SQI) with an Outperform rating and a price target of $20.00.” Beyond […]
November 29, 2014
In what many consider to be a controversial article titled The Myth of Ariba, a former executive for the company said the following; “Ariba was a real company with a real product that got swept up in its own hype, with unfortunate consequences,” and that “Ariba was basically a fraud . . . creating [the […]
April 3, 2013
Editor’s Note: The following is a post that appeared in Roz Usheroff’s The Remarkable Leader Blog, in which she asks the question . . . have women come as far as they think in the corporate world? In the recent Deal Book article Lessons on Being a Success on Wall St., and Being a Casualty […]
March 21, 2011
“The problem is that there’s so much uncertainty,” Mr. Toprak said. “The supply-chain problem is a much more dramatic one than what the automakers are portraying. Even if they were able to come online in two weeks, which I think is wishful thinking, there’s a couple hundred thousand units to make up already, and nobody […]
Wall Street And The Analyst Firms Are Dead . . . Long Live The New DO-ERS!
February 24, 2016
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Not that long ago I wrote about Zycus and their proud proclamation that they are independent and free from the reliance on traditional money sources such as VCs and Wall Street. I have never been a big fan of Wall Street for pretty much the same reasons as most everyone else. If you have seen […]