Queengirlypops
02:44

$Yum(YUM)$ $Kentucky Fried Chicken(KFCKF)$  $Tesla Motors(TSLA)$  ok but tell me why this one’s just chilling in my portfolio 🐯💼😌

still long $YUM

still holding

still not stressed

sitting on +12.13% unrealised 📈

avg cost 134.91

price now 151.28

quietly green while the timeline argues about noise

diversification vibes ✅

dividends landing like free DLC 💸

and yeah @Barcode  clocked this early so credit where it’s due 🧠⚡️

now zoom out because the India story is actually doing something 👀🇮🇳

KFC + Pizza Hut operators Sapphire Foods 🤝 Devyani International

~$934m deal

177 Devyani shares for every 100 Sapphire shares

that’s one massive franchise platform instead of two smaller ones fighting cost pressure

3,000+ outlets 🍗🍕

real supply chain leverage

real efficiency

real scale when demand’s slowing and margins actually matter

they’re targeting ₹2.1 to ₹2.25b in annual synergies from year two 📊

not vibes

that’s execution

global brand 🌍

India consumption tailwinds 🚀

steady cashflow

and I’m getting paid dividends while it compounds quietly

not flashy

not loud

just working

Q 🧃

# Winning Trades

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Comment（10）

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  • Hen Solo
    ·07:35
    TOP
    Solid post Q ⚡️ $Yum(YUM)$ fits well in a regime where support and cashflow matter more than pure upside. The India 🇮🇳 merge adds a layer of earnings durability that offsets broader consumer uncertainty.
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  • PetS
    ·07:46
    I liked how you kept this grounded Q. $Yum(YUM)$ isn’t about gamma fireworks, it’s about flow, positioning, and letting dividends do their job while the macro churns.
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  • Tui Jude
    ·08:04
    ⚙️📈🍟 Nice read on $Yum(YUM)$ . The liquidity pocket here feels underappreciated given scale and positioning in India. Not flashy momentum, but the structure looks resilient if volatility picks up elsewhere.
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  • Kiwi Tigress
    ·07:55
    yeah I actually like how chill this one is, kinda refreshing tbh. $Yum(YUM)$ just feels like it’s doing its thing while everything else is loud. lowkey appreciate the India context too, makes it make sense fr I’m long and strong with ya sis 📈📈📈
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  • Cool Cat Winston
    ·07:41
    Your $Yum(YUM)$ breakdown nails the macro angle W. The India consolidation tightens structure and improves flow visibility. In a mixed regime, this kind of cross asset defensiveness with earnings support quietly matters.
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  • Tui Jude
    ·08:03

    Great article, would you like to share it?

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  • Kiwi Tigress
    ·07:53

    Great article, would you like to share it?

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  • PetS
    ·07:46

    Great article, would you like to share it?

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  • Cool Cat Winston
    ·07:41

    Great article, would you like to share it?

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  • Hen Solo
    ·07:34

    Great article, would you like to share it?

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