Few of us are interested in real estate in China, but there are two really profound comments on McDonald's real estate here >>>
Once upon a time, McDonald's stores were located with the goal of perpetuity. Historically, McDonald's Owner/Operators have assumed that their stores held equity due to McDonald's real estate practices. Under this regime, that's no longer the case.
4 comments:
If he cant make money by running mcopcos pjb will make it by selling off mcd real estate. He doesn't care about what happens to the system 5or10 years from now.
But who is interested in the long term future of McDonald's?
Corporate manangment thinks one qaurter at a time.
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PJB is in panic mode as the stock drops to near its 52week low.
that means he will get even more aggressive on the price fixing and push more and more discounting.
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