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TIVP107: MCDONALD’S ($MCD): GENERATIONAL COMPOUNDER AT A DISCOUNT
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP107: MCDONALD’S ($MCD): GENERATIONAL COMPOUNDER AT A DISCOUNT W/ DANIEL MAHNCKE & SHAWN O’MALLEY
08 November 2026
Daniel Mahncke and Shawn O’Malley analyze McDonald’s (NYSE: MCD), a restaurant giant that operates more like a landlord, collecting billions in rent and royalties from its roughly 46,000 locations. They explore its real estate strategy, franchisee tensions, the $8.5 billion support plan, and whether GLP-1 drugs pose a long-term threat. Finally, they assess McDonald’s valuation and whether it deserves a spot in The Intrinsic Value Portfolio.
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IN THIS EPISODE, YOU’LL LEARN:
- About McDonald’s journey to a global franchise
- Why and how McDonald’s turned into a real estate company
- How the franchising business works
- How GLP-1 drugs change the business
- What MCD’s stock is worth
- Whether MCD will be added to The Intrinsic Value Portfolio
- And so much more!
For the full show notes, go to this page.
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