TIP858: McDonald's ($MCD): Generational Compounder in Historical Drawdown w/ Daniel Mahncke & Shawn O'Malley

You're listening to TIP. Welcome back to the Investors Podcast, episode eight fifty eight. And in our last episode, Sean, I pitched GE aerospace to you and it's a fantastic business, but Neither of us is an expert on the industry, at least when it comes to the technology. Of what GE actually builds and

I wouldn't say neither of us is an expert on fast food either, but I've certainly bought more burgers in my life from McDonald's than engines from GE. I certainly would be surprised if it was the other way around and I know you s have said though that you haven't eaten at McDonald's in what about a decade? That is true, although I actually did eat at McDonald's last week for research purposes. Obviously I was landing in the evening in London for our latest inner circle community event and I have a pretty sensitive stomach, as you know, so I didn't want to go to some of the smash burger places that were open next to it and Since I knew I would have some pretty good food for the next couple of days, I could get to terms with eating at McDonald's that night, but

Even from not a regular customer, it's Way easier, I would say, to understand McDonald's's business. Even though it's not as much of a fast food chain anymore and From at least an investing perspective. You actually look more at a real estate company.

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