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Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25]
Invest Like the Best with Patrick O'Shaughnessy
Is There a Platform Company That Is Asset Heavy?
i wonder if there are any platforms which are asset heavy. Is that even possible, given that a key feature of platforms is that you outsorce? Would you say apples aset heavy? It is. But i would say that that the portion of its business where all the cape is happening is linear. Is a linear business. Is a hardware business. I'm trying to identify markers for what to look for as a v c or as more and more these companies go public. You know, if i'm looking at facebook relative to some competitor, that's a public market competitor, which doesn't really exist to day. What are the markers of a potentially good investment in a platform company?
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