Yet Another Value Podcast
Yet Another Value Podcast
Andrew Walker
Michael Fritzell from Asian Century Stocks on Casio Computer
35 minutes Posted Nov 21, 2022 at 1:10 pm.
Intro
Casio Overview
Are watches a dying business?
Is Casio hitting an inflection point?
Who's buying G-Shock?
Casio's valuation
Does Casio have enough upside?
Is management really willing to drive shareholder value?
Do watches make for a good D2C business?
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35:03
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Show notes
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
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