Supposedly Yum! Brands (YUM) and KKR are in talks to sell a 19.9% stake in Yum! China to KKR. (Reuters) – Yum Brands Inc (YUM.N), the owner of the KFC and Pizza Hut chains, is in talks with private equity… Read More
As we mentioned in the 26th volume of our dividend letter, Yum! Brands (YUM) would eventually start opening Taco Bells up in China. The first one will open up this year. Yum Brands Inc, the owner of the KFC and… Read More
After 35 years China ended its one-child policy. Companies with exposure to China’s baby market like Mead Johnson (MJN) and Procter & Gamble (PG) jumped in price on the news. A Chinese baby boom is around the corner. Or is… Read More
Markets seem to exist in either a state of over complacency or overly worried. The beginning of 2016 seems to be squarely in the overly panicked state with market participants concerned about China and the low price of oil. Alan… Read More
For those of you who have been paying into Social Security for your entire working careers, the day when you finally retire and begin