Games Workshop in two minutes
An updated two minute monologue. What’s changed: I’ve added more competition in the completion section.What it does: model soldiers Games Workshop designs, manufactures, wholesales and retails war gaming miniatures, scenarios, craft [...]
Games Workshop in two minutes
A two minute monologue What it does: model soldiers Games Workshop designs, manufactures, wholesales and retails war gaming miniatures, scenarios, craft materials, books and magazines for its Warhammer, Warhammer 40,000 [...]
No news and mixed news for T30
French Connection, Autologic, Northgate and Games Workshop are doing OK but directors are becoming facing the future with varying degrees of trepidation Fashion brand French Connection rewards the faithful with [...]
D-Day for Dart, Anite, Games Workshop
Confidence
Three companies in the Thrifty 30 have risen more than 50% since I added them to the portfolio, so it’s decision day. Should they stay, or should they go?
There’s nothing magical about 50% except it’s the minimum return I expect for holding a share for up to three years. Obviously these investments have ‘matured’...
Back to the future at Games Workshop
Rebuilding its fortress
Mark Wells, chief executive of Games Workshop (GAW), is as clear about what his company isn’t, as what it is, in its latest annual report.
It’s a manufacturer, not a retailer. It sells games and models people play together, really, not virtually ‘with a screen’. It makes fantasy war games, models and figures, not...
Step forward… The real Thrifty 30
In practice:
I name this portfolio…
Regular readers will be familiar with my Thrifty 30 portfolios. They are portfolios of thirty shares in financially strong companies at cheap prices. I first tried it on this blog, then I had a go for Money Observer [pdf]. Up to now, though, I have not maintained a Thrifty 30 portfolio....
