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?

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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer