Daniel Schwartz
speaker
501 appearances
1 recordings
1 series
first heard Feb 2026
last heard 10 Feb
Daniel Schwartz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
Someone made an offhand comment to me when I was in Hong Kong, passing through an investment firm about this superstar analyst who had just left.
His name is Josh Kobza.
took note, and then cold called Josh.
And Josh was like, I didn't get my number.
Don't worry about that, Josh.
It's fine.
Anyway, brought him to Miami.
We hired him on the spot.
And I would, and I've said this in the past, we'd go to Wharton and HBS and get their resume book.
cold email people who had impressive resumes.
And if they seemed like they were really passionate and they were looking for a project and not just a job, I'd offer people jobs on the spot, which again, was unheard of.
When we found the company on one of our screening exercises and we ran some math, we concluded it would take a billion and change dollars of equity capital to buy Burger King.
At the time, McDonald's was, I don't know, say like an 80, $90 billion company.
Yum was a $30 billion company.
And Burger King just felt like there was this mismatch.
Obviously, we did a lot of work to justify and support this thesis that the brand was bigger than the business.
But even just the very first glance, we both said, it doesn't make sense.
This sounds wrong.
Of course, Alex is like, you sure the share counts right?
missed some shares or something.
Showing 281–300 of 501 · page 15 of 26
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