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Contrarian Calls, Revisited: Liz Hall’s Bullish Calls on Games Workshop, Nintendo

Last updated on March 2, 2022

Liz Hall said she was interested in Games Workshop (GMWKF) and Nintendo (NTDOY), in a September 2020 visit to the podcast.

Hall said she discovered Games Workshop, which manufactures Warhammer figurines and hobby collections, and knew she had to invest “because the people were so passionate.”

She saw similar potential in Nintendo (NTDOY) and purchased the stock at approximately $30 per share.

“I saw Nintendo Switch was coming out and everyone I knew who was into video games was raving about this thing,” she said.

Hall said she goes down “rabbit holes” on YouTube and Reddit learning about topics and cultures that interest her to find investment opportunities.

“I think there’s a lot of [investing opportunities] if you just chill and catch the vibe of what’s going on on the internet.”

What Happened

GMWKF gained about 20% and NTDOY about 12% in the fourth quarter of 2020 as both companies benefited from the trend in at-home crafts, streaming, and video games during the pandemic.

2021 saw a reversal of these trends, especially in the second half of the year. GMWKF ended 2021 down 9.3% and NTDOY 28% lower.

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