"The stock market is rewarding the successes of digital corporations with astronomical valuations and breathtaking price increases. Seven of the ten most valuable companies are in the platform business. ...Holger Schmidt has combined the share prices of the leading companies with such a business model into a "platform index." This index has doubled within two years."
FOCUS-Magazine, Illustration of the week, No. 33/2020
The equity fund called "The Original Platform Fund" is based on the idea of the "Platform Index", which Dr. Holger Schmidt started five years ago as a scientific project, and invests globally in listed platform business models.
Platforms have become so large because they employ a superior business model that has increasing advantages as they grow in size. But some platforms have used their size to gain unfair competitive advantages. Regulators now want to ensure fairness without destroying competitive advantages.
goingpublic.de, Interview July 2021
Platforms has been established as the dominant business model in the digital economy: In an interview with Fundview, Holger Schmidt, Managing Director of DEIX, talks about the newly launched The Original Platform Fund and the potential of the platform economy.
The Corona crisis has had a devastating effect on jobs and companies around the world - meanwhile, the share prices of the major tech companies are rushing from record to record: on the stock market, Amazon, Apple & Co are worth more than ever before. Holger Schmidt has devised a platform index that impressively demonstrates the development. He explains what a platform company is, how important data is - and why Germany and Europe are having such a hard time.
FAZ-Digitec, 25th of july 2020 (Podcast)
"Digital marketplaces are the stock market high flyers par excellence. The so-called platform index, which digital expert Holger Schmidt calculates weekly, even shows the technology index Nasdaq in the rear lights."
Listed companies that operate their own platform are included in the portfolio. Platform providers take on the task of setting up a place where suppliers and demanders can meet to exchange information.
The fund's investment universe consists of around 1,500 companies that operate as platforms or marketplaces. From these, the creators filter out 150 "modern" platforms that meet certain qualitative criteria. These, in turn, are analyzed quantitatively on the basis of market capitalization and growth momentum as well as the evaluation of their business models and market position.
"The extent to which the lead of platform companies is growing is nowhere better demonstrated than on the stock market: The 15 best platform stocks, which are combined in the Platform Index, are outpacing the leading German stock market barometer, the Dax 30. The index is around 17 percent higher than at the beginning of the year - the Dax, on the other hand, is trading 18 percent lower. The difference becomes even clearer in a longer retrospective: Since mid-2016, when the platform index was first calculated, it has gained 168 percent, while the Dax 30 has only gained a measly 6.9 percent."
WirtschaftsWoche reports on the performance of the platform index since 2016 under the headline "License to print money". "Platform shares brought investors 106 percent price gains by the beginning of April, while the Dax only managed 18 percent in the same period."
WirtschaftsWoche, 6th of May 2019
The fund makers count about 1500 companies that act as a platform and are included in the portfolio selection. This is followed by an analysis to identify the most modern and
The Original Platform Fund (WKN: A3CNF0) by Holger Schmidt invests in the hottest companies of our time. The digital expert himself explains why platforms will soon take over the world, or at least the stock market.
The aim is to filter out the most promising platforms. The focus is not limited to region or industry.
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