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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Replying to @compound100x @AndrewRangeley and
I could see
$GAW IP becoming the next Marvel in time. 40K’s cultural power seems to be growing, and I think increased profits will follow. Their financials are great, high ROA, no debt (last time I checked), and lifelong customers (I got my first set of lizard men when I was ~10)1 reply 1 retweet 7 likes -
Replying to @Stephen_Olson @AndrewRangeley and
Personally I’m most fascinated by what the tv series can bring in terms of engagement and new players
1 reply 0 retweets 2 likes -
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Replying to @LAForeverHall @Stephen_Olson and
Was waiting to hear ur thesis on this one! Figured Youd have a more “creative” angle
1 reply 0 retweets 1 like
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.
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