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McDonald's

Sector Consumer Discretionary

37 letters mention McDonald's, from 12 managers. Page 2 of 2.

• H2 2020 Emeth Value Capital · H2 2020 letter ↗ Andrew Carreon · mentioned once
• H1 2020 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 3 times
• Q2 2020 Saga Partners · Q2 2020 letter ↗ Joe Frankenfield · mentioned 2 times
• Q1 2020 Greenhaven Road Capital · Q1 2020 letter ↗ Scott Miller · mentioned once
• Q1 2020 Massif Capital · Q1 2020 letter ↗ William Thomson · mentioned once
• H1 2019 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 3 times
• Q1 2019 Greenhaven Road Capital · Q1 2019 letter ↗ Scott Miller · mentioned 2 times
• H1 2018 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 3 times
• Q2 2018 Massif Capital · Q2 2018 letter ↗ William Thomson · mentioned once
• 2017 Moerus Capital Management · Annual letter ↗ Amit Wadhwaney · mentioned 4 times
• Q2 2017 Wedgewood Partners · Q2 2017 letter ↗ David Rolfe · mentioned 2 times
• Q2 2017 Greenhaven Road Capital · Q2 2017 letter ↗ Scott Miller · mentioned 2 times
• Q2 2016 Greenhaven Road Capital · Q2 2016 letter ↗ Scott Miller · mentioned once
• Q1 2016 Vltava Fund · An exercise in market psychology ↗ Daniel Gladiš · mentioned 3 times
• 2013 Fundsmith · Annual letter ↗ Terry Smith · mentioned 4 times
• 2012 Fundsmith · Annual letter ↗ Terry Smith · mentioned 3 times
• 2003 Giverny Capital · Annual letter ↗ François Rochon · mentioned once

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.