“If you like the store, chances are you’ll love the stock.” Peter LynchBreadtalk engages in bakery, food, and restaurant businesses in Singapore, Mainland China, Hong Kong, and internationally. It operates through three segments: Bakery, Food Court, and Restaurant. In Singapore, it is difficult not to bump into any of their outlets. I feel that is this company has a strong moat (Consumer-Monopoly). It is a company that manufacture products that are used up (eaten) quickly. The consumers identify it by its brand-name (eg. Breadtalk, Toastbox and Ding Tai Fung). (In the ......“In fact, often there is not immediate buying opportunity; today’s research may be advance preparation for tomorrow’s opportunities.” Seth Klarman
My son and wife like Breadtalk. Almost every other day, my son would buy a piece of bread along his way from school to home. This prompted me to think about BreadTalk Group Ltd (5DA.SI).
