Yea sure, I love pick and shovel plays. I think they're the ones you make the easy money from like ThermoFisher, Becton Dickinson, EMD/Milipore, Sigma-Aldrich, etc. I was thinking more like FAANG companies that are huge, pay awesome, and make the final product, though I guess you could say advertising is a bit of a pass-through income generator.
Maybe you and I have different definitions of 'platform' company? I define as a way to iterate to get new products, like Regeneron uses their humanized mice to crank-out mAbs, or Genetech/Amgen use recombinant molecular biology to make mAbs, or Vertex uses their in vitro ion channel conductance screening method to make new structure correctors for CFTR...
Maybe you and I have different definitions of 'platform' company? I define as a way to iterate to get new products, like Regeneron uses their humanized mice to crank-out mAbs, or Genetech/Amgen use recombinant molecular biology to make mAbs, or Vertex uses their in vitro ion channel conductance screening method to make new structure correctors for CFTR...