Games Workshop also trades on the pink sheets btw.
With Henry Cavill partnering with Amazon for the TV show, It might not be trading cheap anytime soon. Space Marine 2 was a large success, and Wall St. doesn't know the franchise well and doesn't care because the revenue is less than $1 billion. But with Cavill + Amazon trying to make Warhammer more "mainstream", we could see huge upside for GW in the future.
If the show is successful, GW could easily see revenue in the $1+ billion, which could act as a catalyst to then have GW get added to an American exchange too.
We'll see what happens. The only thing that is slightly concerning, is that their CFO left recently.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
Hey Kevin,
Great writeup! These all look like great picks.
Games Workshop also trades on the pink sheets btw.
With Henry Cavill partnering with Amazon for the TV show, It might not be trading cheap anytime soon. Space Marine 2 was a large success, and Wall St. doesn't know the franchise well and doesn't care because the revenue is less than $1 billion. But with Cavill + Amazon trying to make Warhammer more "mainstream", we could see huge upside for GW in the future.
If the show is successful, GW could easily see revenue in the $1+ billion, which could act as a catalyst to then have GW get added to an American exchange too.
We'll see what happens. The only thing that is slightly concerning, is that their CFO left recently.
Thanks! GW is on my watchlist. Can't get over the valuation at the moment…
You're welcome.
That is alright, it's understandable.
You’re saying that you would buy Medpace if the price would drop 50%. But would you also buy it if drops 12%-15%?
I would at least want a price in the range of 230-240, but there has to be some kind of downturn for that to happen…
Thanks. Medpace is a good company.
Hello there,
Huge Respect for your work!
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But the work has waited long to be spoken.
Its truths have roots older than this platform.
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To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e