Ferrari $RACE vs. Games Workshop $GAW
Both cults, both on similar forward EV/EBITDA. Struggling to decide between the two. You guys are experts, any thoughts? @AndrewRangeley @FocusedCompound @saharainvesting @IntrinsicInv @LAForeverHall
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Was waiting to hear ur thesis on this one! Figured Youd have a more “creative” angle
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Mostly just what I posted about it before. Think it’s a great business. UFC saw big interest spike from The Ultimate Fighter... kinda different but kinda not.
End of conversation
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