• Brett Schafer

Deep Dive: Jim Gillies Discusses Winmark Stock (Ticker: WINA)



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Show Notes


This week Jim Gillies from the Motley Fool joined the show to discuss franchisor Winmark Corporation. Here are some questions we asked him:


  1. How did you find Winmark as an investment?

  2. What are Winmark’s various concepts? How does it generate revenue?

  3. Can you go through its unit economics?

  4. What kind of rate should investors expect Winmark to grow its locations at? Does Winmark need to grow?

  5. How do you think Winmark would fare in a recessionary environment?

  6. What do you think of the company’s capital allocation strategy?

  7. What’s the valuation look like today?

  8. What do you think of management? Is anyone else important to your investment thesis?

  9. Premortem: What are the biggest risks for Winmark? How could the investment go wrong?

Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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