Michael Fritzell from Asian Century Stocks on Casio Computer

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?