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Amazon, Alphabet, Microsoft, Tencent, - some of the most valued companies in the world have digital platforms as the core of the business models. After a long wait, listed space in India is offering opportunity to invest in platform businesses.
We are lucky to be analysts and investors at a time when this movement is in its infancy, as far as listed space is concerned. While the risks can be huge, so is the opportunity.
Here's how to assess the potential of platform companies.
Richa Agarwal Research Analyst at Equitymaster, has been leading the Smallcap Research desk for over a decade. She is also the Editor of Hidden Treasure, Phase One Alert, and InsiderPro Stocks recommendation services.Richa's approach to identifying high potential stocks is rooted in deep management interactions and on ground research, and in taking cues from insider activity. She has travelled thousands of kilometres meeting managements and analysing businesses across India's small and mid-cap universe. Her edge lies in connecting management intent with financial reality.
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1 Responses to "How to Find the Next Big Platform Company"
Amitabh Dash
Feb 21, 2022Informative