Winner Take All
Winner Take All
Alex Moazed
Winner Take All #105 | Platform ETF Updates, Microsoft Buying TikTok?, Applico Platform Insights
34 minutes Posted Aug 10, 2020 at 11:29 pm.
Welcome to WTA
PLAT ETF Updates
Applico's Platform Revenue Insights
Square a Platform?
Microsoft and TikTok Risk
Livongo and Teladoc Merge
0:00
34:09
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Show notes
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