Tim Hortons

company on 10 shows · 6 statements across 4 episodes · said 57 times in 16 episodes since 2021

Capital Allocators 23 Invest Like the Best 12 the Startup Ideas Podcast 5 A Product Market Fit Show 5 All-In 4 My First Million 3 the Knowledge Project 2 Catalyst 1 Top Founders 1 20VC 1

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Capital Allocators 23Invest Like the Best 12A Product Market Fit Show 5the Startup Ideas Podcast 5All-In 4My First Million 3the Knowledge Project 2Top Founders 12 more shows

2026 16 mentions in 2 episodes 8 per episode
2025 8 mentions in 5 episodes 2 per episode
2024 26 mentions in 4 episodes 7 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 1 mention in 1 episode
2021 4 mentions in 2 episodes 2 per episode

every mention on every show, scene by scene, with the transcript →

6 statements about Tim Hortons, every show

INVEST LIKE THE BEST Assertion Not checkable as stated
Behring: Buffett Immediately Praised Tim Hortons' Business Quality
“I mean, I remember 10 seconds into the call with Warren, he really, really praised the quality of the business. And then and I always go back to that and saying how right he was, and we didn't even fully appreciate how good a business it ultimately was, which …”
Alex Behring Feb 10, 2026 ▶ 31:17 The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best
Behring: Tim Hortons' Brand Power in Canada Has No US Equivalent
“Tim Hortons is a brand of a magnitude that I almost want to say that I'm unsure whether it exists in the U.S. It's just so, so large, the brand in Canada and so important for the Canadians”
Alex Behring Feb 10, 2026 ▶ 34:44 The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital) · Invest Like The Best
CAPITAL ALLOCATORS Assertion Partly supported
Schwartz: Tim Hortons EBITDA grew 80% and cash flow doubled under 3G
“Which in hindsight, it's like, oh, it was really obvious that Tim Horton's EBITDA is now 80% higher or whatever it is, and the cash flow doubled. We've expanded it globally.”
Daniel Schwartz May 6, 2024 ▶ 51:04 Classic Deal - Burger King by 3G Capital (EP.384)
Schwartz: Multi-brand restaurant platforms must keep separate brand identities and real estate
“While there would be back of the house synergies in terms of finance, procurement, supply chain, legal, we actually felt it was very important for the brands to maintain their own distinct brand identity and brand management. Part of that is real estate develo…”
Daniel Schwartz May 6, 2024 ▶ 55:52 Classic Deal - Burger King by 3G Capital (EP.384)
CATALYST Assertion Supported
Beyond Meat's fast-food pilots failed to stick, unlike Impossible at Burger King.
“I think Impossible has made some of the, you know, the stickiest gains, you know, with Burger King there. You know, I think Beyond Meat's been, it's been more disappointing, you know, in the sense that there were a couple of trials with you know, A&W up in Can…”
John Baumgartner Sep 28, 2023 ▶ 9:26 Reviving the stagnant plant based meat market
TOP FOUNDERS Assertion Not checkable as stated
Mahmudian: Tribe's enterprise customers have near-zero churn rates
“It's for larger organizations, for instance, like ASUS, like IBM, Pipedrive, ConvertKit, and all those sorts of like customers that we have, like Tim Hortons. So for, These customers, the churn rate is very minimal. Almost, I cannot say zero percent, but it's …”
Siavash Mahmudian Nov 17, 2021 ▶ 19:28 Tribe Hits $2.4m ARR, 300% Yoy Growth, $42m Valuation Helping Businesses Manage Their Communities

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