Games Workshop Presentation at 2024 MOI Wide-Moat Conference

In June, Todd presented KNA’s thesis on Games Workshop (LON: GAW), a UK-based company best known for its Warhammer tabletop wargame series, at the 2024 Manual of Ideas Wide-Moat Conference.

In the presentation, Todd discusses how Games Workshop’s intellectual property has become a “nostalgia brand” similar to Disney and Nintendo and how the Warhammer brand could strengthen as an Amazon Studios TV series rolls out. Todd also touches on how Games Workshop management oversees a unique corporate culture and serves as stewards of shareholder capital.

You can view Todd’s presentation and slides by clicking here.

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