$DPZ Domino's Tape Reports
Per Ticker.id: $DPZ Domino's Tape Reports — 15 podcast mentions across 4 podcasts (30 days), latest 2026-08-20 00:00 UTC.
Hell Week sucked. I remember the night prior. We had, and maybe it was this way for you guys, I don't, I don't know, but we had ordered a bunch of Domino's pizzas because for some reason we always got Domino's pizza. I don't know why, but I remember it was stale and we were watching, um, some movies. Maybe it was Braveheart or something like that, just some on VHS. And, uh, I remember not even like knowing I had my own pizza, like a medium pepperoni pizza, and thinking like, I need the calories of this because Hell Week's about to kickoff tonight. And I was so nervous I could barely eat it. Like, I felt sick. And then just being struggling, be like, you need the fucking calories. And so I didn't— I only got maybe a few pieces down and I couldn't hold it down. And then Hell Week started and it was, it was tough. Hypothermia, like most guys, a bunch of chafing, felt like it would never end. But I just kept using those analogies of just make the next meal, make it to pick a palm tree on with the boat on your head and you're running around, just make it to that. And then, okay, you got to that. Okay, now make it to— you see a beach, a car in a parking lot on the beach, like, just make it to that red car. And I think just really truncating it down got me through it. But it was definitely the cold water, which I believe, uh, is, is unique. Not that other selections don't have cold water, of course they do, but specifically BUD/S, that's a big thing. And, and thinking that was the main mental game especially in surf tortures and all of that, where all you're doing is sitting there. For the listeners that don't know, you just interlock your arms with your buddies and you lay in the water until your body temperature just goes down. And then they'll at some point bring you out, try to warm you up or check you to see if you have hypothermia. But, uh, there's a lot of time in your own head just being frozen, um, and that's where a lot of guys quit, as you know.
Alex West — The Shawn Ryan Show · #332 Alex West - SEAL Team 6 Operator on Crashing a Black Hawk Into Bin Laden's Backyard · 2026-08-20Welcome to The Investor's Podcast. Today on episode 839, we are digging into a business nearly everybody listening has probably ordered from at least at some point in their life or maybe their college days in particular. That's Domino's Pizza. It's the largest pizza company on earth with more than 22,000 stores in over 90 markets, and it runs one of the most capital-light business models you'll find. 99% of its stores are owned by independent franchisees, with Domino's collecting a pretty healthy royalty on top of that. And so that structure has helped the company compound its intrinsic value consistently for multiple decades now.
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley · 2026-08-20And all this sounds pretty great until you look at some of the recent events. Revenue growth has kind of slowed to a bit of a crawl over the last 4 years. Same-store sales are hovering near zero, and the stock has actually fallen 40% from its all-time highs. One of its biggest shareholders in Berkshire Hathaway, which once held roughly a 10% stake in the business, ended up selling out of the entire position at the beginning of 2026. And on top of that, Domino's is carrying close to $5 billion in debt on a business that's now facing some pretty real questions about changing consumer health habits.
Kyle Grieve — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley · 2026-08-20Yeah, people are saying it's going to be the value investing event of the year. So no, it is going to be a lot of fun and it's going to be a great place to meet up with other value investors, all looking to find great investing opportunities and also hoping to build genuine relationships. So if you want to go ahead and secure your ticket before they sell out, head on over to intrinsicvalueconference.com. And going back to Domino's now, we haven't really covered a business on this show that makes money from selling food. I mean, you could say that we have a little bit of exposure through Amazon, right? They have Whole Foods and then Uber Eats, but they're sort of a more delivery logistics business. And really the only other restaurant connection we have in our intrinsic value portfolio is via Berkshire Hathaway, where we have exposure to one of Warren Buffett's favorite restaurants. That is of course Dairy Queen, and then some sweets and Berkshire's ownership of See's Candies. But other than that, we've tended to stay away from food-related businesses or restaurants because, well, the competition there can just be absolutely brutal. But today, we're going to buck that trend and look at one of the holy grails of restaurant franchises, Domino's Pizza, and see whether it's worth investing in.
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley · 2026-08-20Yeah, I totally see your point. And I think for any investor out there, I think this is probably your biggest worry when it comes to owning a franchise business that specializes specifically in pizza. Like you mentioned, in pretty much any town you go to in North America, you probably have dozens of options of where to just get pizza from, let alone any other cuisine that you want. So why would anyone remain loyal to a company like Domino's Pizza? And I think it's a good question. And today, hopefully, we will maybe try to clear up some of the answers to it and find out whether Domino's is the type of business that's worth owning in the intrinsic value portfolio.
Kyle Grieve — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley · 2026-08-20Well, I know Domino's has quite a lot of history for us to go through, so how about we start there in trying to understand really the DNA behind the underlying business and why it does what it does today after operating for more than 67 years. Yeah.
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley · 2026-08-20So Domino's start is very interesting, and in some way it actually reminds me a lot of Ray Kroc and McDonald's with a couple big differences. But let's rewind back to 1960. So at this time, Domino's didn't exist in name, just as kind of a concept. And the concept of course was pizza. So Dominick DiVarti owned 3 locations of Dominic's, 1 in Ypsilanti and 2 in Ann Arbor. Now, What DiVarti had caught on to was the focus on specifically delivering pizza to people and not just having people come and grab it or having people come and eat in the restaurant. Now, unfortunately, the pizza business wasn't quite right for DiVarti, and he ended up selling it to two young brothers, Jim and Tom Monaghan, for the large sum of $900. Now, Tom is a vital figure here because when he bought the business, he was studying to become an architect. And the pizza restaurant was actually more of a side hustle to help him pay his tuition. Now, like DiVarti, Tom's brother Jim didn't really see too much of a future in the pizza business, so Jim ended up selling his ownership stake to Tom in exchange for the business's Volkswagen Beetle, which had been used to help deliver those pizzas.
Kyle Grieve — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley · 2026-08-20Major restaurant franchises today are like factories. I mean, they can be unbelievably complex for what seems like a pretty straightforward operation, right? It's just making pizza, but they are of course playing a volume game to be able to make money at scale. And you've got to be able to crank out orders to have any kind of operating leverage and profit. And so honestly, the company that is maybe the best I've ever seen at this is Chick-fil-A. I mean, great chicken, and maybe even better efficiency. I mean, you see a long line at Chick-fil-A, it doesn't even make me hesitate because I know I'm going to get right through it. So too bad they're not a publicly traded company though. But yeah, going back to Domino's, how about you take us through the name change and how do we go from Dominick's to Domino's?
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP839: Domino's Pizza (DPZ): Is the Royalty Engine Still Running? w/ Kyle Grieve & Shawn O’Malley · 2026-08-20