u/QuinnOffsite ·
Reddit — r/ValueInvesting
· May 08, 2026 at 20:52
· ⬆ 15 pts
· 💬 27 comments
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AI Summary
Summary
The post expresses confusion over MCD’s continued decline (~24% from ATH) despite solid financial results, a defensive business model, and a 2.7% dividend.
The author notes price is back to summer 2024 levels, wiping out ~2 years of growth, and questions the illogical market behavior.
Quality assessment: This is speculative noise – an observation of price action with no deep fundamental analysis, data, or a clear thesis.
Score15
Comments27
Upvote %74%
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deliberately trying to keep this brief
love to hear others opinions
an arguably solid stock - with what you would think would be defensive buy - stable business in tougher economic times (less disposable income, have a McDonald’s rather than more expensive options)
pays a dividend similar to most savings accounts at least in UK (circa 2.7%)
but down circa 24% from all time high , arguably 12-16% from median price over last 12/18 months
announces good financial results mid week in line with or exceeding expectations
but keeps dropping
seeming a little illogical right now
At price levels not seen since summer 2024
why is 2 years of growth being wiped out??