WOSG

Watches of Switzerland is trading at a very low valuation despite its strong partnership with Rolex and a well-incentivized management team. The recent Swiss tariffs were incorporated into the valuati

WOSG has a strong partnership with Rolex, generating high returns on capital. The company should focus on expanding its Rolex business rather than diversifying into lower-return areas. Acquiring small

Watches of Switzerland is a leading retailer in the luxury watch market, particularly with Rolex, and has shown significant growth potential, especially in the US market where it has grown 30% annuall

Chris Waller runs a concentrated portfolio and holds a long position in Watches of Switzerland, indicating his belief in the company's growth potential in the luxury watch market.