Michael Fritzell from Asian Century Stocks on Casio Computer
Nov 21, 2022•35 min
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Episode description
Michael Fritzell, founder of Asian Century Stocks, goes through his thesis on Casio Computer. Casio makes the popular G-Shock watches, and Michael thinks their rising popularity and a low valuation make for an interesting set up.
Michael's Casio write up: https://www.asiancenturystocks.com/p/fb1ac5f5-9ce9-4c56-a930-874d1f73f4c8
Chapters
- 0:00 Intro
- 3:00 Casio Overview
- 6:30 Are watches a dying business?
- 12:55 Is Casio hitting an inflection point?
- 18:30 Who's buying G-Shock?
- 20:00 Casio's valuation
- 25:00 Does Casio have enough upside?
- 28:30 Is management really willing to drive shareholder value?
- 31:00 Do watches make for a good D2C business?
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