At Wal-Mart’s annual meeting today, Whitney Tilson and Glenn Tongue, co-managers of the Tilson Focus Fund, plan to give management of one of their top holdings a piece of their mind, MarketWatch reports. And that’s to take a couple of pages out of the playbook of another one of their major holdings: McDonald’s.

“What Wal-Mart needs to do is follow the game plan that McDonald’s has pursued that’s taken McDonald’s stock from $30 to $50,” said Tilson, who also manages a hedge fund but launched the retail fund in 2005.

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