The Public Company Hiding In Plain Sight

This podcast episode explores the investment opportunities and challenges in the restaurant franchisor industry, with a focus on MTY Food Group. The speakers discuss MTY's business model of acquiring and franchising various restaurant concepts, highlighting the high margins and potential for steady cash flow. They also discuss the future prospects and valuation of MTY, emphasizing its history of increasing earnings and dividend payments. The episode also covers the investment potential of Medpace Holdings, a contract research organization, and the potential crisis in the commercial real estate market, specifically the impact of maturing debt and potential foreclosures. The speakers discuss the ripple effects of repricing commercial real estate loans and the potential timeline for the recovery of office real estate. Overall, the episode provides insights into investment opportunities and challenges in different sectors.