Global fast-food chain operating and franchising burger-focused quick-service restaurants in over 100 countries.Yahoo Finance ↗mcdonalds.com ↗
1 take · first discussed May 24, 2024
Click a call to see the price move since it aired.
The hosts' collective view on McDonald's is limited to a single perspective from Chamath, who holds a low-conviction bullish stance. He acknowledges that McDonald's stock has performed strongly, attributing the gains to aggressive price increases that have rewarded shareholders. However, he frames this positively for investors while critically noting it has come at the direct expense of customers. No other hosts weighed in, so no agreement or disagreement can be noted.
Chamath observes that McDonald's stock is up significantly because the company has been rewarded by shareholders for aggressively raising prices, even at the expense of customers.
If you look at what's happened to the stock, the stock is way up. They've been very motivated and rewarded as a company for just rewarding the shareholder and screwing over the customer.”53:01