Kiwi Tigress
07:53

Great article, would you like to share it?

@Queengirlypops：
$Yum(YUM)$ $Kentucky Fried Chicken(KFCKF)$ $Tesla Motors(TSLA)$ 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 🧃
$Yum(YUM)$ $Kentucky Fried Chicken(KFCKF)$ $Tesla Motors(TSLA)$ 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 🧃

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