I am almost a little embarrassed to admit it (given the valuations), but I bought Games Workshop during the little mini dip they had earlier this year. The return has been decent, but mainly it's a fun company to keep up with. The annual reports alone are also gold. There is no corporate BS, just a good buisness compounding away.
Thanks, Chris. Fun to see Wolters Kluwer on here. I built a now full position beginning last December.
You're welcome, Alex. Glad you enjoyed it.
A fun company for sure Alex! If you'd like to read our deep dive, let us know. We'll hook you up. Glad you liked it!
I'd love that, guys! Thank you.
I am almost a little embarrassed to admit it (given the valuations), but I bought Games Workshop during the little mini dip they had earlier this year. The return has been decent, but mainly it's a fun company to keep up with. The annual reports alone are also gold. There is no corporate BS, just a good buisness compounding away.
Yes, the CEO's letters are very good to read.
It's a very fun company to follow for sure! And the unit economics... Damn. Wonderful.
Yeah. I'd say even Pablo Escobar would have been envious of those margins.