Platform Scale

Scaling platforms might be in my opinion the fastest growing businesses, scaling up to the stage of monopolies. From my point of view, the wikifolio includes platform giants and hidden stars. The key to a platform‘s success and value is in my opinion how the transaction of the core value unit is enabled between the platform‘s users. In general stocks should be selected based on three main criteria: 1. Value Creation - How is the exchange/ transfer of the core value unit enabled? 2. Scaling - How fast is it scaling? 3. Valuation - How is it’s current valuation compared to its peer group? The Investment horizon should be middle to longterm.