"this bloke comes across as a used car salesman" A bit harsh.
"revenue has fallen off a cliff for his major asset" Pakistan has collapsed. FDV operates in emerging markets. We knew the risks when we first invested.
"The company makes no money and it appears many of the businesses are not growing revenue hardly at all if any." Latam has averaged over 4% revenue growth/Qtr over the past three quarters This Qtr it has been 10% growth. Best result since early 2021
Rest of FDV has averaged over 8% revenue growth/Qtr over the last three quarters. This Qtr it has been 30% growth. Best result in FDV history according to the data I have collected.
"I wouldn't be betting the farm and happy to hold around 5% of my portfolio in this and see where it goes" I agree. I am holding 5% as well. My strategy is sell into any upside and keep my position at around 5%.
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