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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

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• 0:00 Intro
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• 3:00 Casio Overview
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• 6:30 Are watches a dying business?
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• 12:55 Is Casio hitting an inflection point?
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• 18:30 Who's buying G-Shock?
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• 20:00 Casio's valuation
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• 25:00 Does Casio have enough upside?
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• 28:30 Is management really willing to drive shareholder value?
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• 31:00 Do watches make for a good D2C business?
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