China concerns legitimate, but Yum still offers a compelling long-term global cash flow story.
Although rivalry among quick-service restaurants is on the rise worldwide, we believe Yum Brands offers one of the more compelling global growth...
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Weekly Impressions
The S&P500 moved sharply lower overnight, shedding 3% apparently on continued concerns about China's future growth prospects. Despite the...
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What Silicon Valley has, every FinTech ecosystem needs & investors should look for!
So the prime example of a successful FinTech firm, lending club (with a current total market capitalization of ca. USD 5.5 bn) has been founded in...
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Tam Jai International: High-Quality Assets, Low-Quality Capital Allocation
We would have to stay on the sidelines for now but would revisit the investment thesis in case of a drastic shift in the management's capital...
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