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Business Models

In depth analysis of businesses from an investment point of view.

Games Workshop (Warhammer) : miniatures that make big money

Posted on 18 August 2024Updated on 19 August 2024by KevinCategories:Blog, Business Models
Warhammer

Deep dive into the business model, financials, and management of Games Workshop, a $5B company that makes the big bucks by selling tiny things.

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Analysis of “OTC Markets Group” : Longevity, low Capex and more

Posted on 12 January 2024Updated on 4 August 2024by KevinCategories:Blog, Business Models, Compounding Wealth
OTC Market Group's research

A deep-dive into OTC Market Group’s (OTCM) business that covers its business model, KPIs, competitive analysis, risks, financials, management & valuations.

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“EPAM”: A hidden gem in IT Services industry

Posted on 9 July 2023Updated on 1 October 2024by KevinCategories:Business Models, Equity Research
IT industry Laptop

EPAM – A company that has 25% annualized growth for the last 7 years is caught in turmoil due to Russia Ukraine war. It dropped more than 50% while its revenue remained flat. Is this an investment opportunity? Let’s find out.

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