Vulcan Materials Benefits From Economies of Scale

A Member of Pat McKeough’s Inner Circle recently asked for his advice on Vulcan Materials, the largest supplier of construction aggregates in the U.S.

Pat likes the firm’s dominant position in a high-barrier-to-entry industry, robust pricing power, and exposure to favorable demand trends driven by increased… Read More

Yum! Brands Serves Up Sizzling 28% Earnings Growth

Yum! Brands Serves Up Sizzling 28% Earnings Growth

Yum! Brands demonstrated impressive performance with sales soaring 16% while its digital transformation continues to drive value: digital sales climbed 15% and surpassed 50% of total revenue.

Despite challenges such as the closure of franchised locations in Turkey, the company’s expansion strategy remains strong with 1,804… Read More