Alex kicks off the show with a look at some of the changes to PLAT, WisdomTree's Growth Leaders Fund that exclusively invests in platform-based businesses, and details some of the information WisdomTree licenses from Applico to qualify platform companies for inclusion in the ETF. Next, a look at Square's financial services and what they do in platform revenue. The show closes with details on why Alex is weary of Microsoft purchasing TikTok's American business and Teladoc merging with Livongo.
Originally Aired: 08/06/20
Timestamps:
00:00 - Welcome to WTA
00:17 - PLAT ETF Updates
12:57 - Applico's Platform Revenue Insights
20:41 - Square a Platform?
24:25 - Microsoft and TikTok Risk
31:20 - Livongo and Teladoc Merge
Winner Take All