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What I Wish I Wrote ~ September 1, 2017

A collection of mostly finance related links that I wish I had the talent to create. Some thoughts on Chipotle $CMG given the recent pullback in price: pic.twitter.com/EJmU0w3F9o — Connor Leonard (@Connor_Leonard) October 28, 2016 Why Everyone Should Write. Putting yourself out there increases optionality. (Collaborative Fund) Shorting Uber (Jeff Matthews Is Not Making This […]

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What I Wish I Wrote ~ Mar. 25, 2016

“I’d argue that network effects and critical mass are two of these mental models that carry a lot of weight.” (a16z) Dollar cost averaging won’t help your returns but it may help reduce risks. (Nerd’s Eye View) I’ll have a Big Mac, fries, and an Egg McMuffin on the side. All day breakfast has been […]

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Morningstar on Steve Easterbrook’s Turnaround Efforts at McDonald’s

From Morningstar’s Restaurant Rundown on what McDonald’s CEO Steve Easterbrook has been doing to turnaround the company’s operational misques. The company has a new CEO. What is he doing to get the company back on track? Hottovy: The most interesting things that Steve Easterbrook has done since taking over are changing the organizational views about […]

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McDonald’s is Attracting Activist Investors

From Fortune. If Rosenstein does pick a fight with McDonald’s, he’ll have more than one not-so-silent partner. Also eyeing McDonald’s is Keith Meister, who runs Corvex Management. Corvex bought 205,000 shares of McDonald’s in the first quarter. Meister is a former right-hand man to Carl Icahn. But the activist who looks most likely to aggressively […]

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McDonald’s is a 57c Dollar Bill

In Glenview Capital Management’s 4th quarter letter they break down their investment thesis in McDonald’s (MCD) and the steps they think the company can take to reach a value of $169 per share. 1) Operational turnaround. While the broader category continued to generate positive same store sales in 2013 and 2014, McDonald’s same store sales […]

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