October 31, 2022
ESG and Beyond
If you attended the McDonald's meetings last week you're probably full-up with Environmental, Social, and corporate Governance.
So it's a good time for a refresher on the negatives involved with ESG. One of the more articulate experts in the field is Vivek Ramaswamy, a venture capitalist, and a vocal critic of ESG investing.
Or, if you've got 35 minutes to listen to Vivek be articulate,
I don't normally publish podcasts, but I think this one is on the WSJ-free side. If there's a problem please let me know.
October 29, 2022
October 27, 2022
October 25, 2022
October 24, 2022
October 20, 2022
October 19, 2022
October 18, 2022
October 17, 2022
October 16, 2022
October 14, 2022
October 13, 2022
Menu Simplification is Getting Complicated
We've discussed how the pressure to junk up the McDonald's menu comes from all directions - analysts, reporters, Twitter freaks, and cheese heads from other companies.
Of course, guess who worked for Kraft before he left them to reinvent McDonald's?
Kraft pushes on McDonald's for Big Mac collaboration
October 12, 2022
Expanding Your Horizons
There's been much conversation about the National Owners Association (NOA) and the Coalition of Franchisee Associations (CFA). For everyone's convenience links to both organizations are in the header above.
October 10, 2022
October 9, 2022
October 7, 2022
October 5, 2022
October 3, 2022
October 2, 2022
MCD Insiders Own Tiny % of Shares
And yet they are treated like they own the company
0.17% | % of Shares Held by All Insiders |
69.72% | % of Shares Held by Institutions |
Source: McDonald's Corporation (MCD) Stock Major Holders - Yahoo Finance