Hello Ladies and Gentlemen!
I want to talk about one of the newer and larger holdings within the portfolio $GAW.L (Games Workshop). I will talk about why I have bought this company, and why I plan to hold it long term.
First of all, before reading this post please understand and forgive me, as I am more than likely to be bias here. I have loved the games workshop products since I was a kid. The games, the miniature's and the books. For those of you who do not know, they have their own fantasy world of Warhammer, including books, games, shows and table top miniatures. I am still a massive fan.
However just because I enjoy a product, does not make the company a good investment. Their price to earnings ratio is on the high side (27), their dividend is ok, but a bit low (2.8), so why buy?
๐๐๐ ๐๐๐ก๐๐ฃ๐๐ ๐จ๐๐๐๐ฉ
Games workshop have a very healthy balance sheet. One I love to see, cash and assets, no with no debts and low liabilities.
With total assets of ยฃ432 million, of which ยฃ171 million in cash (Enough to cover two full years of operating expenses). They have no major debt, with total liabilities of ยฃ113.1 Million, leaving a net asset value of ยฃ319.2 Million.
๐๐๐ ๐๐ฃ๐๐ค๐ข๐ ๐จ๐ฉ๐๐ฉ๐๐ข๐๐ฃ๐ฉ
This is also great to see. Just consistent steady growth. Games workshop have done an excellent job in consistently increasing their profit. ๐๐ง๐ค๐ข ๐ฎ๐ฌ๐ญ๐ฒ ๐ฉ๐ค ๐ฎ๐ฌ๐ฎ๐ฑ, ๐ฅ๐ง๐ค๐๐๐ฉ ๐๐๐จ ๐๐ฃ๐๐ง๐๐๐จ๐๐ ๐๐ง๐ค๐ข ยฃ๐ญ๐ฏ.๐ฑ๐ข โ ยฃ๐ญ๐ต๐ฒ๐ข!!!
The image below shows their net profit over the last 10 years, just consistent and steady upward growth.
๐๐๐ ๐ฅ๐ง๐ค๐๐ช๐๐ฉ ๐๐ฃ๐ ๐๐ค๐ข๐ฅ๐๐ฃ๐ฎ
Like I said before, I am a massive fan of their products. Personally I love the Warhammer content. As an investor, I love games workshop. They have no real competition, no one else does what they do, like they do. They have a loyal fan base. They have books, games, table tops, tv shows, with many more in the works.
A TV show with Henry Cavil, more games, more books, more room for expansion.
I love this stock and will planning on buying more and holding for the long term. Unlike many other high growth companies, they are not faced with a hundred different competitors, with unknown market fluctuations.
They are a steady growing company with a reliable product and user base.
I have recently added funds and will be using these funds to increase our position in $GAW.L
Let me know what you all think.
Have a great day!
Rhys Adams... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Buongiorno,
Vorrei sapere su cosa si appoggia nella scelta dei titoli da investire?
Intanto auguri di buon Trading
๐... Show More Translate
.
We use our own and third-party cookies on our websites to enhance your experience, analyze traffic, and for security and marketing. For more info, see our Cookie Policy or go to Manage Settings.
Privacy Preference Center
When you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and is mostly used to make the site work as you expect it to. The information does not usually directly identify you, but it can give you a more personalized web experience. Because we respect your right to privacy, you can choose not to allow some types of cookies. Click on the different category headings to find out more and change our default settings. However, blocking some types of cookies may impact your experience of the site and the services we are able to offer.
More information
Manage Consent Preferences
Strictly Necessary Cookies
Always Active
These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information.
Performance Cookies
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.
Functional Cookies
These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.
Targeting Cookies
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.
Cookie List
label
ConsentLeg.Interest
label
label
label
Sun May 10 2026 03:28:27 GMT+0000 (Coordinated Universal Time)
