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daniel schwarz

T3 · host / generalist
2 calls·2 names·100% bull·last heard 6 months ago·Invest Like The Best
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$QSRRestaurant Brands Internationalposition

3G Capital's RBI investment generated 30x returns by buying Burger King when brand exceeded business value

3G bought Burger King for ~$1B equity when the brand was globally recognized but the business was underpenetrated (only ~12 stores in Brazil despite brand fame), then professionalized operations, refranchised, and added Tim Hortons/Popeyes to create a compounding franchise platform.

Invest Like The Best2026-02→
2ndhigh conviction
$SKXSkechersposition

3G invested in Skechers as third-largest sneaker brand with diversified portfolio, owned retail distribution, and mid-single-digit industry growth

Skechers sells $9B sneakers annually (vs Adidas $14B), 2/3 of sales outside US, second-highest customer loyalty after Nike, most diversified SKU count with no hero product risk, owns 5,000+ stores for direct distribution, and benefits from structural athleisure/casualization trend driving 7% industry growth.

Invest Like The Best2026-02→

most discussed · click a bar to filter

2 total
$QSR
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Restaurant Brands International
HIGHdaniel schwarz·Invest Like The Best·6 months ago· position
3G Capital's RBI investment generated 30x returns by buying Burger King when brand exceeded business value
3G bought Burger King for ~$1B equity when the brand was globally recognized but the business was underpenetrated (only ~12 stores in Brazil despite brand fame), then professionalized operations, refranchised, and added Tim Hortons/Popeyes to create a compounding franchise platform.
"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…"
54:21
$SKX
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Skechers
HIGHdaniel schwarz·Invest Like The Best·6 months ago· position
3G invested in Skechers as third-largest sneaker brand with diversified portfolio, owned retail distribution, and mid-single-digit industry growth
Skechers sells $9B sneakers annually (vs Adidas $14B), 2/3 of sales outside US, second-highest customer loyalty after Nike, most diversified SKU count with no hero product risk, owns 5,000+ stores for direct distribution, and benefits from structural athleisure/casualization trend driving 7% industry growth.
"With Sketchers, you could do it something similar to that. I mean, Sketchers is the third largest sneaker company in the world. First two being Nike and Adidas. And the numbers ar…"
64:37