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2024-03-11 04:47:34 ET Summary Games Workshop's IP is underutilized and has not yet gone mass-market in entertainment, with potential, particularly as other franchises donate away fans like Star Wars. The Amazon discussions could be a great pivot away from Warhammer+, which has no...
2023-12-29 04:13:28 ET Summary Warhammer owner Games Workshop has significantly outperformed the broader U.K. small-cap space since my initial piece last year, with my macro concerns proving too pessimistic. Sales and operating profit growth continue to be robust, buoyed this year...
2023-10-14 12:51:55 ET Summary Games Workshop is a vertically integrated specialist retail outlet that creates a strong community through its Warhammer brand. The company has a great management team with a long-term mindset and a deep understanding of its business and customers. ...
2023-10-05 17:42:16 ET Summary Games Workshop shares have fallen 20% since I sold, but the dividend yield has increased and the risk premium has improved. I believe there is another growth spurt coming for Games Workshop, especially from Japan. I'm buying back some shares, hop...
2023-10-04 10:57:44 ET Summary For over 40 years, Games Workshop has managed to excite millions of people with its games, managing to satisfy both them and its shareholders. Games Workshop is an outstanding business with excellent returns on capital and run by long-term oriented m...
2023-07-26 17:43:10 ET Summary I decided to sell my shares in Games Workshop Group PLC, despite a 74% return on investment, due to concerns about the European economy and the company's over-optimistic share pricing. The company's financial results have been outstanding with revenu...
2023-05-09 06:23:55 ET Summary Games Workshop Group is a company that creates and distributes miniature figures and games across the globe. Revenue has grown at a CAGR of 12%, driven by an improved interest in Warhammer and product development. GAW has an EBITDA-M of 39% and N...
Summary Games Workshop is a highly profitable company with truly excellent intellectual property and a sticky customer base. The company has a wide moat, with correspondingly high margins and returns on equity. A major catalyst in the form of an upcoming Warhammer TV series on Amazo...
Summary Miniature war games are a compelling business model with a wide moat. This was a record year for Games Workshop, but with some caveats. Licensing revenue was up strongly, but there was a decline in overall margins. With markets reeling, it might be time to buy Games Work...
Summary Games Workshop shares are down sharply over the past year, as growth stocks in general have de-rated significantly and trading conditions begin to get tougher for retailers. Cost control has been challenged by the usual suspects - Brexit, post-COVID supply chain problems a...