Business Breakdowns Podcast on Games Workshop
I discuss Games Workshop's moat sources, luxury-like margins, and potential risks in the decade ahead.
Todd Wenning is the founder of KNA Capital Management, LLC, an Ohio-registered investment advisor that manages a concentrated equity strategy and provides other investment-related services.
At the time of publication, Todd, his immediate family, and/or KNA Capital Management, LLC (including its client accounts) owned shares of Games Workshop.
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Podcast appearance
I recently appeared on the Business Breakdowns podcast with host Matt Reustle to discuss Games Workshop (GAW.L), the company behind the Warhammer 40,000 games and related IP.
In my opinion, it’s the best company most North American investors don’t know about…yet.
I say “yet” because a forthcoming Amazon Prime TV series based on Warhammer 40,000 and the opening of a new Warhammer World in the Washington, DC area in 2027 stand to introduce millions more to the grimdark world of the distant future.
You can read my Flyover Stocks profile of Games Workshop below (the paywall has been dropped).
I hope you enjoy the Business Breakdowns podcast on Games Workshop.
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Stay patient, stay focused.
Todd