Sorry, just now seeing this. Thanks for reminding me that I need to update my thesis. I'm also in Tim Horton's China now as well -- A Trifecta: QSR, TAST, and THCH.
Still 1000 shares long here and haven't noticed much volatility lately. Seems stable as a rock. And listening to Peter Doyle I'm more confident than ever. He absolutely gets it to me.
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