Welcome to Franklin Watson Investments

Franklin Watson Investments is an asset management firm based in Zug, Switzerland, with an investment strategy based on the principles of value investing. We conduct independent research seeking to identify mispriced securities with the aim to generate long-term capital growth for our investment partners.

Recent Posts

“Rear-view Mirror”: Munger on Bargain Opportunities in China, the Fallacy of EBITDA & the Habit of Change

Munger (link) talks about: Chinese stocks: “I think a shrewd person can find more bargain stocks in China than he can find in the U.S.” Fallacy of EBITDA – an insane invention by the investment bankers to make their life easier: referring to Buffett, Munger says D&A are real costs and actually they are the worst kind … Continue reading “Rear-view Mirror”: Munger on Bargain Opportunities in China, the Fallacy of EBITDA & the Habit of Change

More Posts