They've released both recordings and transcripts over the last few years so we should get that again.
It'd be wrong to say I know much about Chile's classified. The Yapo purchase makes sense and it's interesting how many assets they're picking off Adevinta.
Comments from the CEO of Adevinta are interesting:
Rolv Erik Ryssdal, CEO Adevinta, said: “I am very proud of the work achieved by our team in Chile, building Yapo into a solid leader with strong traffic and growth. Yapo requires additional investment, support and resources to continue this momentum, and I believe that FDV has the expertise and focus to help Yapo reach its full potential. The new owners will be a good fit for Yapo and give the team the support they need to move forward faster.”
100% control is more than previous placements they took (such as Zameen) and the team will be busy ramping things up — it looked like Yapo's growth plateaued from 2018 to 2019 and then 2020 has had Covid effects of course which makes it tricky to judge. But I hope it is high growth, of course, and I've since taken a position since last post on this board.
FDV Price at posting:
$1.42 Sentiment: Buy Disclosure: Held
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