Formerly We Study Billionaires | The Instrinsic Value Podcast | Richer, Wiser, Happier | Join our newsletter 👇
Joined April 2023
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Join @Shawn_OMalley_ & @MnkeDaniel as they examine McDonald’s (NYSE: MCD), exploring how roughly 91% of its restaurant-level profit comes from rent and royalties rather than selling burgers.
They explore Ray Kroc’s real estate strategy, McDonald’s refranchising history, growing tensions with franchisees, the potential impact of GLP-1 drugs, and whether the company’s valuation warrants a spot in The Intrinsic Value Portfolio, and much more!
Listen: tinyurl.com/nxskjvm2
Today, @MnkeDaniel & @Shawn_OMalley_ revisit Mercado Libre (NASDAQ: MELI), a holding in The Intrinsic Value Portfolio. With revenue up 45% and its 31st consecutive quarter of 30%+ growth, they examine what's driving the business and why operating margins have fallen to their lowest level in years.
Listen: tinyurl.com/mr34hpv6
They explore Mercado Pago's growing role in the ecosystem, the competitive threat from Shopee and Amazon, whether Brazil's e-commerce market will resemble the U.S. or China, and much more!
Watch: youtu.be/qOATFmRUinQ
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Tune in as @MnkeDaniel and @Shawn_OMalley_ cover their first restaurant stock. Although one could argue it isn’t really a restaurant business at all.
McDonald’s (NYSE: MCD) is the landlord behind $139 billion of yearly sales across roughly 46,000 restaurants. About 95% of those restaurants are run by franchisees, who paid McDonald’s around $10.4 billion in rent and $6 billion in royalties last year. That means about 91% of McDonald’s restaurant-level profit comes from collecting rent and royalties, not from selling burgers.
Listen here: tinyurl.com/2ed5yna5
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On The Intrinsic Value Podcast, @IrrationalMrkts and @Shawn_OMalley_ revisit the alternative accommodation giant Airbnb, a business that Shawn pitched on the podcast in early 2025, which has been quite a success growing into our second largest position today.
Tune in: tinyurl.com/yjr3c2v3
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Today on The Investor's Podcast, @stig_brodersen is joined by @Greenbackd and @harirama for a new round of stock pitches.
Listen here: tinyurl.com/55x5b5pc
Hari makes the case for Novo, until recently the most valuable company in Europe, now priced as if its obesity franchise is a melting ice cube.
Stig pitches S&P Global, the company behind the S&P 500 and one of the world’s great ratings businesses, and explains why it became his first new position in more than a year.
Tobias breaks down Deckers Brands, the owner of HOKA and UGG, trading at 11 times earnings and buying back stock aggressively.
Watch the full video: youtu.be/vNdzGZ7H0Ps
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Tune in as @IrrationalMrkts and @Shawn_OMalley_ revisit Airbnb and discuss whether its recent slowdown was a warning sign or just building the groundwork for its next growth phase.
They explore how a company that owns no homes built one of travel’s strongest brands, and why AI agents could threaten or strengthen it.
Listen here: tinyurl.com/55av33ys
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Join @Shawn_OMalley_ & @MnkeDaniel as they revisit GE Aerospace (NYSE: GE), examining how its massive installed engine base and lucrative aftermarket have helped establish its position in commercial aviation.
They explore GE’s engine aftermarket business, Larry Culp’s turnaround, competition from Heico, and regulatory scrutiny of the industry, as well as whether GE’s valuation warrants a spot in The Intrinsic Value Portfolio, and much more!
Listen: tinyurl.com/363wyx9a
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Tune in to today's episode as @Shawn_OMalley_ & @MnkeDaniel revisit Shopify (NASDAQ: SHOP), examining what they got right and wrong when they passed on the stock 15 months ago and how the business has evolved since.
Listen: tinyurl.com/yfuwfewh
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They explore Shopify’s role in agentic commerce, its partnership with Google, the rise of AI-powered storefronts, and whether its growth justifies a valuation of 112 times operating profits, and much more!
Watch the full episode: youtu.be/_g3_pkG2fBo
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