Sonny - Secret Sauce Investing's Posts

$13.1MFollowers

First ever paid subscriber! 😁

I’ve been writing articles on substack for 2 years.

Earlier this month I received my first ever paying subscriber. I don’t write articles for financial income, I do it to educate myself and for enjoyment.

However, I’m eternally grateful to achieve my first ever paid subscription!

Jared Leary - Hourglass

@hourglassnetwork23h

Congrats, Sonny! Well deserved!

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Sonny - Secret Sauce Investing

$13.1MFollowers

@sonny6d

$NKE write up is now live ☑️

Nike post their earnings next week, so I wanted to ensure this write up was out in time.

Nike has been around for 60 year’s and the brand feels more relevant today than it ever has.

During the write up of this piece I started counting the number of Nike sneakers/trainers I saw vs other brands.

The company is the absolute incumbent in the marketplace.

https://open.substack.com/pub/dough/p/nike-write-up-nke?r=91s88&utm_campaign=post&utm_medium=web

open.substack.com

Nike Write Up $NKE

The story of the swoosh ☑️🏀

Sonny - Secret Sauce Investing

$13.1MFollowers

@sonnySeptember 18

Nike Write Up publishing tomorrow ☑️

It’s a few weeks delayed but my $NKE write up will go live tomorrow.

You can read it here 👇

https://dough.substack.com

dough.substack.com

Secret Sauce - Company Write Ups | Secret Sauce Investing | Substack

Hundreds of subscribers. Publishing a monthly company write up. Searching for and researching companies with compounding opportunities. Click to read Secret Sauce - Company Write Ups, by Secret Sauce Investing, a Substack publication.

Sonny - Secret Sauce Investing

$13.1MFollowers

@sonnySeptember 15

Games Workshop on the rise 📈

£GAW released a 3 month trading update this morning. On an annual basis -

Rev - up 14%

Profit - up 39%

Dividends - up 62%

Only 3 months into the year, but it makes for good reading for shareholders!

Sonny - Secret Sauce Investing

$13.1MFollowers

@sonnyAugust 21

Nike write up delayed - off to get married 💍

I hoped to have my $NKE write up published last week. Unfortunately there are a few edits that need made. My next two weeks are focused on my grooms speech and vows, followed by some time away.

I’ll be aiming to post it upon my return in mid-September. ☑️

StockOpine

@stockopineAugust 21

Congratulations Sonny. Wishing you love, joy and happiness!! The Nike write-up can wait 🙂

+ 8 comments

Sonny - Secret Sauce Investing

$13.1MFollowers

@sonnyAugust 19

GAW write up

For those interested in Games Workshop, I came across the excellent write up by Dungeon Investing.

https://www.dungeoninvesting.com/p/games-workshop-a-look-into-the-future

It gives a much better insight into the operational workings of the business and customer demands than most investment write ups.

GAW is still one of my highest conviction shares.

www.dungeoninvesting.com

Games Workshop: A look into the future

The 800-pound gorilla of the miniatures market has multiplied its sales in the last few years. For the first time since probably 2018, they have spare production capacity. Can they fill it?

Sonny - Secret Sauce Investing

$13.1MFollowers

@sonnyAugust 10

$DIS joins the Secret Sauce portfolio

I bought my first Disney shares today after the earnings results. The stock now makes up 2% of my portfolio.

I stuck to the Peter Lynch adage of ‘Better to be certain and pay a little bit more.’

The business has been on my watchlist since 2019.

There’s no doubt Disney is going through a transition period and faces some on coming headwinds. My observation is that the market has more than baked these in.

I’m a big fan of Iger and new chairman Mark Parker. My biggest concern is they over do the cuts and hinder creativity at both parks and Disney+.

Joey Hirendernath

@joeyhirendernathAugust 10

@sonny what is your favorite part of the $DIS business? Which do you think has the most potential?

+ 7 comments

Sonny - Secret Sauce Investing

$13.1MFollowers

@sonnyAugust 3

$NTDOY blow out quarter 👨🏻‍🔧🧝

Nintendo quarterly earnings were released today. Thanks to the Mario movie and new Zelda game, they absolutely super smash bro’d it 💥

-revenue was up 50% YOY!

-profit up 52.1%!

-Zelda TOAK sold 18.51 million units

-the Mario movie generated $1.3B in box office revenue

-with 3.91 million Switch sales in the quarter, total Switch console sales are up to 129.53 million. Not bad for a 6 year old console.

Gross profit was up 52.3%, in large part to the proportion of software downloads. Costs are almost negligible when consumers download in comparison to purchasing a physical game.

I’m a long term shareholder in $NTDOY, it makes up about 11% of my portfolio, so I’m delighted to see the IP finally being utilised successfully.

Jared Leary - Hourglass

@hourglassnetworkAugust 3

That's pretty impressive growth for the operating margin. I see a huge opportunity here for $NTDOY to continue with those software and digital sales segments - numbers definitely seem to back it up! Must have been a very green day in your portfolio Sonny!

+ 5 comments

Sonny - Secret Sauce Investing

$13.1MFollowers

@sonnyJuly 25

Games Workshop Results

I’m surprised by the lukewarm response to £GAW annual results. As highlighted by Kevin Rountree, this was their highest level of sales and profit ever.

Revenue - up 13%

Profit BT - up 8%

Dividend - up 45%

ROCE - up to 133% from 118%

I am biased, but happy with those results ✅