FDV 5.45% 58.0¢ frontier digital ventures limited

Well worth watching.I like the way Shaun takes ownership of...

  1. 622 Posts.
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    Well worth watching.
    I like the way Shaun takes ownership of problem solving in the business.
    He mentioned that founders are not afraid to try, fail & try again.
    The advantages of being a market leader & (economies of scale that comes with that), & avoiding markets that competitors already have that advantage. (FDC started with a list of ~90 possible markets, down to a priority list of 37 & today FDC is in ~20markets.)
    In Latam they're not in Brazil, Argentina & Mexico, in Asia - not in India & China & exited Vietnam this year.
    He says Latam markets are High GDP, single language & sophisticated, but unregulated & messy - suiting a FDV portal to formalize the market.

 
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