u/tondas69

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
MCD long -3.7%
Most Mentioned
MCD ×1
Recent Calls
MCD long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -3.7% Long Return -3.7% Short Return -
Average Return
7d -4.2%
30d -3.6%
90d —
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MCD McDonald... McDonald's Corporation
Long
May 03
$286.64
-3.7%
MCD is at 52-week lows, below 200SMA, yield >2.6%, yet on-the-ground traffic remains strong and new locations keep opening. Market pessimism from GLP-1 narratives may be overblown; MCD’s royalty/real estate model provides a floor, creating a potential contrarian entry before earnings. A speculative long on a beaten-down defensive name with a stable business model, betting sentiment will revert as fundamentals hold. Earnings miss, continued GLP-1 adoption reducing fast-food demand, or broader recession weighing on consumer spending.
MCD is at 52-week lows, below 200SMA, yield >2.6%, yet on-the-ground traffic remains strong and new locations keep opening. Market pessimism from GLP-1 narratives may be overblown; MCD’s royalty/real estate model provides a floor, creating a potential contrarian entry before earnings. A speculative long on a beaten-down defensive name with a stable business model, betting sentiment will revert as fundamentals hold. Earnings miss, continued GLP-1 adoption reducing fast-food demand, or broader recession weighing on consumer spending.
Consumer
REDDIT
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