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Home > Yet Another Value Podcast > Michael Fritzell from Asian Century Stocks on Casio Computer
Podcast: Yet Another Value Podcast
Episode:

Michael Fritzell from Asian Century Stocks on Casio Computer
Category: Business
Duration: 00:35:03
Publish Date: 2022-11-21 13:10:36
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?
Total Play: 0