McDonald's, every mention
22 scenes · ← back to McDonald's
tap a year for its mentions
every year anyone Savneet Singh 6Alex Behring 4Ted Seides 3Matthew Dicks 2Jonathan Tepper 2Toby Rodes 1Shane Parrish 1Robert F. Smith 1Pat Dorsey 1Nick Rohatyn 1
Verbatim, from the transcripts: the passages where McDonald's comes up
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 1:08:48 Pat Dorsey I had friends who worked at McDonald's.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 1:05:47 Nick Rohatyn This statistic in the US, there are more private equity firms than McDonald's.
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 1:05:52 Mike Gitlin McDonald's, and I learned not to give away free food, or you're gonna get fired.
Year in Review 2025 (EP.478)
- ▶ 42:26 Ted Seides I follow all the health stuff, and I get it, and Warren Buffett says this thing about if he had a twin, and that twin only ate broccoli, he's sure that he, the current Warren Buffett, would be much happier drinking his Cherry Cokes and…
Matthew Dicks – Storytelling Mastery (EP.477)
- ▶ 1:17 Ted Seides Matt spent a decade as a manager at McDonald's, 20 years as a wedding DJ, and will retire this year after 27 years as a middle school teacher.
- ▶ 1:23:18 Matthew Dicks Eventually I make it to college and I'm managing McDonald's full time in the city of Hartford, 45 hours a week managing the McDonald's. 2 times in the scene
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 50:33 James Clark Don't just stand there, don't just be a cashier, and I think in this industry, you're either at McDonald's window, there's high demand, and you're standing there, and you're just taking fun docs,
Toby Rodes - Unlocking Value in Japan (EP.407)
- ▶ 10:00 Toby Rodes There's McDonald's.
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 5:42 Ted Seides Burger King was the second largest hamburger fast food chain after McDonald's in 2010 when three G took it private.
- ▶ 22:42 Alex Behring I never liked to go to McDonald's. 3 times in the scene
- ▶ 1:07:38 Alex Behring Meaning on downturns, people trade down, look at what happened to the EBITDA of McDonald's or Burger King or Domino's or all these brands in the great financial crisis.
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
- ▶ 8:48 Chad Summe I jokingly say, Ted, there's probably a handful of brands that translate every language in the world called McDonald's and Budweiser and Coca-Cola and Pampers is one of them.
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
- ▶ 14:22 Adam Wyden They're selling hardware to McDonald's.
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 24:18 Savneet Singh And then in 1968, one of the mothers of the founders of PAR licensed a McDonald's store. 6 times in the scene
Hamish Corlett – TDM Growth Partners (Manager Meetings, EP.15)
- ▶ 29:32 Hamish Corlett Guzman and Gomez, which we think is the McDonald's of the next generation.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 41:34 Jonathan Lewinsohn So we spent March buying investment grade bonds, McDonald's bonds down 20 points, Starbucks bonds down 20 points,
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- ▶ 7:32 Robert F. Smith Into a methodology of driving it across a number of software companies, not just one, kind of the McDonald's model.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 6:41 Jeff Hausenbold Laundry room at an old age home, being a lifeguard, packing trucks at UPS, working at Burger King and McDonald's, and that work ethic and that ethos and the ability to resonate and be able to connect with everyone from the janitor to the…
Shane Parrish – Learning to Learn at Farnam Street (Capital Allocators, EP.164)
- ▶ 39:59 Shane Parrish Here's the procedure, and before you know it, you become the person working at McDonald's.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 8:54 Jonathan Tepper It was very strange because my parents were missionaries in the 19 eighties, and the way that it worked, a lot of your American churches would send money, and I became acutely aware at the age of 10 that foreign exchange was a big issue…
- ▶ 32:48 Jonathan Tepper For example, the idea that Burger King or McDonald's might achieve a duopoly in the restaurant industry is insane.
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- ▶ 38:26 Manny Friedman McDonald's are there.