Key Metrics to Track: How to Assess the Strength of the Network

In our previous blog posts as part of the Discovering the Power of Platform Businesses series, we explored the journey of multi-sided platforms, dissecting their stages of network creation, consumer behaviour influence, and the resultant superlative profits and value generation with examples from the US. In today’s rapidly evolving digital landscape, understanding the metrics that … Read more

US – How Technology Created Wealth in the US

In our previous blog, we explored the journey of multi-sided platforms, dissecting their stages of network creation, consumer behaviour influence, monetization strategies, and the resultant superlative profits and value generation. Today, we pivot to examine the origins of these innovative businesses, tracing their roots back to the heart of the US tech scene. We’ll delve … Read more

Discovering the Power of Platform Businesses

Part 1: Understanding the Platform Businesses In the digital age, the concept of multi-sided platforms has revolutionized the business landscape. From tech giants like Apple and Google to emerging players like Ola and Swiggy, the power of network effects has reshaped how companies operate and thrive in today’s interconnected world. At the heart of these … Read more

India’s Digital Journey – Enabling Commerce

We pick up India’s Digital Journey exactly where we left off from our previous blog. We touched upon the astronomical rise of UPI in India. In this blog, we delve into how it enabled commerce and look into a consumer’s journey in the digital ecosystem. Fintech Within no time, India has become a torchbearer of … Read more

India’s Digital Journey – The Roots

India is experiencing a seismic shift as we embrace the digital era, redefining how a billion-plus population lives, works, and connects. Through a series of blog posts, we will dive deep into this journey and the implications of the same in various sectors. We also look into how new-age digital companies are strong beneficiaries. India … Read more

QGV Investment Philosophy Explained

At Valcreate, company selection is driven by Valcreate’s GQV Investment framework, which defines the quantitative & qualitative aspects (focus on business growth, quality & valuations) we consider as part of identifying stocks for investments. Our Investment Approach helps ensure that we only invest in the highest-quality investments for our investors that have gone through a … Read more

Microtrends: What are they & a few past case studies

Economic landscapes are rarely static. Adapting to varying economic conditions is a hallmark of seasoned investors. The most successful investments are strategically positioned to navigate through different economic cycles. This doesn’t allow investors to survive; it allows them to thrive by aligning their portfolios with the prevailing economic tides. In the dynamic world of finance, … Read more