The Best One Yet 🍔🚧 “New Big Mac” — McDonald’s Big Renovation. Rover’s puppy sleepover. Charlie Munger’s greatest hits.
Dec 4, 2023
Charlie Munger, one of the world's greatest investors, discusses his greatest hits. McDonald's announced 50 changes to the Big Mac, a huge risk. Rover, the dog-walking app, was acquired for $2.3B. The hosts talk about the challenges and opportunities associated with these changes. They also discuss the growing willingness of millennial dog owners to pay for pet comfort. The passing of Charlie Munger is mentioned, along with birthday shoutouts and the stocks the hosts own.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
McDonald's Big Mac Renovation and Rover Acquisition
01:40 • 13min
Rover and the Opportunity for Pet Comfort
14:24 • 7min
McDonald's Renovation, Rover Sale, Charlie Munger's Passing
21:26 • 4min
Birthdays, Stock Ownership, and Podcast Teasers
25:27 • 2min