Technology platform companies include more than Alphabet, Amazon, Apple, Facebook and Microsoft. We contemplate a few FinTech platform companies below. PayPal (ticker: PYPL): A "Payments" platform company that re-invented itself by acquiring another payments company - Venmo - that was built on top of another platform company - Facebook. The architect that drove PYPL's strategy … Continue reading Technology Platform Companies Include More Than The Usual Suspects
Technology companies such as Stripe, FactSet and thousands of others make certain of their offerings available via APIs. Stripe was founded as an "API" company, simplifying the back-end infrastructure of the payments industry. If your company is new to making various data elements and tools available to customers and partners via APIs, understanding the Market … Continue reading When New To APIs, Which Data Services To Expose First?
The Coronavirus has wreaked havoc on the markets. Valuations have come in across the board making things interesting. Here is a screen from our CEORater database. Click HERE for our summary valuation table. Apple (tkr: AAPL), Facebook (tkr: FB) and SS&C Technologies (tkr: SSNC) each trade below 20x EV/LTM Operating Cash Flow. Click any table … Continue reading With Turmoil Comes Opportunity