I have purchased shares in HSY, PEP, and QSR.

This weekend, I plan to write up my thesis on PEP and QSR. Doing so will help clarify my thoughts and create a personal record.

Regarding HSY, I’m somewhat influenced by Buffett and his board. Buffett often emphasizes the stickiness of consumer behavior when it comes to candies, which suggests that the business is sustainable. I believe that any issues with cocoa prices will resolve within a few months to a year.

My position in these stocks is relatively small because I need to learn more about the company. I bought shares to take a deeper interest in their operations.

Additionally, I bought KOF because it appears to have a strong competitive moat. I prefer KOF over the other three stocks, although it is still an initial position for me.

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