Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

Europe · 4 entries · 4 publications

GAW.L

Games Workshop

Entries
4
Bullish
0
Bearish
0
First
Jan 19, 2025
Latest
Jul 29, 2025

▲ 0 bullish ▼ 0 bearish · 4 no stance

No entry states a stance.

Jan 25 – Oct 26 · per month

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Alpha of every thesis on GAW.L at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.

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Timeline

Newest to oldest
  1. July 2025 1 entry

    Substack · Value Investing with CCalle · Cristià Calle Mercado

    The most powerful IP in the market

    Games Workshop Investment Thesis

    GAW.Lshort1,319 words

    Since publication −1.0% α −18.9 pp vs FTSE 100 · GBp

  2. April 2025 1 entry

    Substack · Secret Sauce Investing

    Revisiting Games Workshop

    Plus a podcast with The Dutch Investors 🎧

    GAW.L3,159 words

    Since publication +17.2% α −18.9 pp vs FTSE 100 · GBp

  3. January 2025 2 entries

    Substack · Dungeon Investing

    Nihon Falcom (3723.T): Nostalgia & Switch

    An update for Falcom looking into 2025. Plus Games Workshop and IG Port results!

    GAW.L2,582 words

    Since publication +10.5% α −16.2 pp vs FTSE 100 · GBp

    Blogs · Academia de Inversión

    Capital Allocation 2025 con Pablo Martínez Bernal

    En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de volver a entrevistar a Pablo Martínez Bernal, que ya estuvo con nosotros en los episodios 31, 50, 84 y 191. Nos explicará cómo ha vivido estos…

    GAW.LshortES208 words

    Since publication +17.6% α −8.8 pp vs FTSE 100 · GBp

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.