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.
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.