The Spend Matters Stock Portfolio – January Blues for the Big Blue (and Others Too) [Plus+]

We came to the end of our 2014 Spend Matters Stock Portfolio analysis and competition with the year proving a little disappointing for stock market quoted firms in our industry. It was also a disappointment for Jason Busch whose personal “virtual portfolio” lost 5% of its value compared to mine, which gained13%. But we started 2015 with a clean slate and a new basket of companies including 3 new faces in quoted firms Selectica, which bought Iasta last year, Rosslyn Analytics, a London-based spend analysis firm, and EU Supply, a largely European provider of P2P products mainly serving the government sector. As you may have noticed, we are already at the start of month 2 in the New Year, so it is time to take our first look at the performance to date.

For full access to this Spend Matters Plus content: