Opinions
Jason Del Vicario
GAMES WORKSHOP GROUP PLC ORD 5P
GAW-LSE
PAST TOP PICK
Nov 17, 2023
N/A
Stock price when the opinion was issued
Consumer Products
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BUY
His #2 position right now, at an 8% weighting from a 5% conviction rate. Shares have done quite well. No direct competitor. Rabid fanbase. Deal with Amazon Prime. Long-term, bodes well. Asset light. No debt. About 100% ROIC, exceptional. Majority of earnings as dividends. Canadian investors are not subject to withholding tax on UK or HK dividends. Not founder-run, founder-owned, but he's convinced the founder ethic has endured.
Consumer Products
Excellent business with high margins and strong cash flow. #3 holding in portfolio. Will continue to own for decades. Good for long term investors. Excellent fan base of customers. Strong dividend yield.