For our twenty-fourth episode, we're talking about a company whose logo is more recognizable to children than the Christian cross. A business that serves nearly 70 million people every single day in over 100 countries. Now, if I asked you what business they're in, you'd say they sell burgers and fries. [pause] But that would be wrong. The burgers and fries are just the bait. The real business... the secret to their multi-billion dollar empire... is real estate. We are talking about the one and only... McDonald's.

When you hear the name McDonald's ($MCD), you probably think of Big Macs, World Famous Fries, and the golden arches. It's the undisputed global king of fast food, a brand so iconic it’s a cultural touchstone. For years, its business has been selling affordable, consistent meals to billions of people.
But the real story behind McDonald's incredible profitability isn't just about selling burgers; it's about real estate. The company owns a massive portfolio of land and buildings in prime locations worldwide, which it then leases to its franchisees, creating a colossal, high-margin rental income stream. This powerful combination of a restaurant operator and a real estate titan has made it a dividend aristocrat and a defensive stalwart. But as consumer tastes shift towards healthier options and the digital food delivery landscape intensifies, can the golden arches continue to stand so tall?
We're opening up the happy meal to see if McDonald's' unique business model has the secret sauce for continued growth in a modern investment portfolio.


Created with love by Emil Lazzaroni 
2 new episodes per week, until I can find good companies to hold forever. 

This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content. 

Always consult a professional before investing.