Platform companies in the market have the potential to compound revenues at over 25% in the long term, but there is a misunderstanding about their profitability. Ashi Anand, the CIO of IME-branded strategies at Valcreate Investment, explains that the current expenses of platform companies are short-term and mainly related to the hyper growth phase they are currently in. As these companies evolve and change consumer behavior, they can reduce costs and introduce monetization strategies. Anand also shares insights on the market construct, the attractiveness of India as compared to other global markets, and the potential for long-term value creation in platform companies.