I agree with you maxkieh and portfolioplus. He came across as quite cocky for a leader of a group of businesses in Latam that is barely profitable depending on the metric.
Rather than talk a big game about the planned IPO in the USA and the massive price to revenue multiples the business deserves they should keep their head down and focus on execution. Because if they don’t execute, the Latam portfolio isn’t going to be worth as much as he thinks!
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