RE: Good riddance8 Jan 2020 08:55
Appreciated.
Turning the convo back to FFWD. In the same vein as this disposal, I think FFWD would do well to hive off its other more questionable investments, even into some kind of wholly owned legacy vehicle (that could just be briefly referred to as one entity in statements - rather than taking up space on the website or financial docs / presentations).
I think the portfolio would look more credible as a whole, and coherent, if they narrowed the pack to Factom, Leap, Juv, Emmac, and Portage.
Things like PulseFlow, Vemo, and Yooya don't really fit with the pack overall imo, or are miniscule stakes now, and/or have extremely poor public visibility (Yooya I'm skeptical on - if it's going great guns it's hard to find evidence of - even with good digging and accepting that'd be more difficult on a foreign private co).
I think they're more a distraction/negative, than a positive, to a newcomer looking at the portfolio personally.