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