InvestMoat
All sectors

Platforms

Network-effect consumer and marketplace businesses — ads, commerce, media, mobility, and the hyperscalers and GPU clouds that sit on top of them.

26Names
66Avg moat
73Avg growth
75Avg val
—Avg score
5In IM25
AMZN
Amazon
IM25

Moat 89 · Growth 84 · Val 81

UBER
Uber Technologies
IM25

Moat 83 · Growth 78 · Val 82

DASH
DoorDash
IM25

Moat 83 · Growth 80 · Val 79

SHOP
Shopify
IM25

Moat 79 · Growth 87 · Val 73

GOOGL
Google
IM25

Moat 83 · Growth 78 · Val 75

MELI
MercadoLibre

Moat 79 · Growth 79 · Val 74

APP
AppLovin

Moat 59 · Growth 88 · Val 85

ABNB
Airbnb

Moat 77 · Growth 75 · Val 75

BKNG
Booking Holdings

Moat 72 · Growth 70 · Val 81

NFLX
Netflix

Moat 64 · Growth 71 · Val 82

RDDT
Reddit

Moat 70 · Growth 84 · Val 64

RBLX
Roblox

Moat 73 · Growth 68 · Val 76

SE
Sea Limited

Moat 69 · Growth 75 · Val 70

META
Meta

Moat 82 · Growth 74 · Val 60

SPOT
Spotify

Moat 62 · Growth 78 · Val 73

BABA
Alibaba Group

Moat 67 · Growth 65 · Val 78

AAPL
Apple

Moat 85 · Growth 66 · Val 61

PDD
PDD Holdings

Moat 65 · Growth 64 · Val 79

ZETA
Zeta Global

Moat 57 · Growth 76 · Val 76

DIS
Walt Disney

Moat 65 · Growth 63 · Val 77

SNAP
Snap Inc.

Moat 52 · Growth 68 · Val 74

DUOL
Duolingo

Moat 47 · Growth 67 · Val 73

CRWV
CoreWeave

Moat 35 · Growth 84 · Val 78

BIDU
Baidu

Moat 48 · Growth 50 · Val 80

NBIS
Nebius Group

Moat 35 · Growth 85 · Val 61

TTD
The Trade Desk

Moat 44 · Growth 47 · Val 73

26 stocks · Platforms

How this bucket sits against coverage

Moat66vs68 book-2
Growth73vs74 book-1
Val75vs72 book+3