Ann: FY24 Q3 quarterly result briefing, page-28

As a fellow holder, in agreement with your sentiment, and I've certainly no interest in trading this stock.

I understand that you don't rate MAM's bottom up approach to stock selection, & respect that its your prerogative to have your own position.

However, it strikes me as ironic that after questioning a fund manager's methodology, you've managed to distill MSV's performance down to just three key considerations. Not 50 plus but just three.

And you've gone one better, formulating a business plan advocating diversification when the market cycle is optimal for MSV's current plan. Care to expand on that idea & suggest diversify to where.

I'll start with a suggestion & believe that Guzman 'n Gomez are looking to expand their footprint. Great investment, makes 5 times a Domino's per store.

What do you reckon, tacos & digging dirt, diversified enough?