MCD is cheap, recovering, yields 3-3.5%, and has positive catalysts from low-capital restaurant acquisitions.
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The Acquirers PodcastPublished Sep 30 · 1 passage
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McDonald's, which is also a cheap company, recently closed and is now in the early stages of recovery, which is why we prefer fast-food restaurants a little. It's also slightly cheaper.
You will receive a return of 3%, or 3.5%, and possibly a little more during the waiting period. They also bought a large number of low-capital restaurants, but one of the franchisees encountered a problem.
They bought Carol's restaurants. There were about a thousand branches, and over the next two years, the franchise for these branches will be renewed , and they will all become low-capital dependent. So , there is a lot to like about this story.
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2026-09-30BullishThis one
McDonald's, which is also a cheap company, recently closed and is now in the early stages of recovery, which is why we prefer fast-food restaurants a little. It's also slightly cheaper. You will receive a return of 3%, or 3.5%, and possibly a little more during the waiting period. They also bought a large number of low-capital restaurants, but one of the franchisees encountered a problem. They bought Carol's restaurants. There were about a thousand branches, and over the next two years, the franchise for these branches will be renewed , and they will all become low-capital dependent. So , there is a lot to like about this story.