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.
My daily driver is a $2,000 g-shock. It is an all Titanium replica of one of the originals (G-SHOCK - MRGB5000B-1). G-Shock has done a good job of creating a premium brand with its Mr. G offerings, as well as pumping out the standard pieces.
I can't invest in a Japanese company with any expectation of shareholder friendly activity. Pass!
My daily driver is a $2,000 g-shock. It is an all Titanium replica of one of the originals (G-SHOCK - MRGB5000B-1). G-Shock has done a good job of creating a premium brand with its Mr. G offerings, as well as pumping out the standard pieces.
I can't invest in a Japanese company with any expectation of shareholder friendly activity. Pass!