McDonald's - $MCD

The Canadian Investor: CoreWeave's bonds are pricing in a 60% risk of default

14 arguments: why an AI lab may be where the strain shows first, what hot US inflation means for a hawkish Fed, Berkshire's Lennar buying and food…

Oct 18 • Scuttlebutt

Restaurant traffic will stay flat and inflation high for years, says McDonald's CEO

4 takeaways: Why chicken and beverages are the growth bet, the 2030 target for margins in the low to mid 50s, and his pitch on the first investor day in…

Sep 24 • Scuttlebutt

Cliff Nonnenmacher: a business that needs its owner is a job, and nobody buys a job

18 takeaways: Why he says 85% of listed small businesses never sell, the weight-loss drug that ended the gym pitch, and the four sectors he is buying…

Sep 2 • Scuttlebutt

America can buy 10,000 Big Macs a year and still spends 36% of income on housing

11 takeaways: the 27-min GTA 6 trailer that hit Netflix's top 10, the 500-year saddle history Gucci invented, and why the Fed looks set to raise rates…

Sep 2 • Scuttlebutt

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