Asit Sharma

speaker

746 appearances 7 recordings 1 series first heard Nov 2025 last heard 27 Jan

Asit Sharma’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.

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Motley Fool Hidden Gems Investing · Better Buy: Zscaler or Workday? · 1 Dec 2025 podcast

That being said, Workday's issue is that it's in two commodity businesses.

so human capital management and enterprise resource planning.

Those are going to be harder for it to get a leg up on this ever-competitive space.

But I do like what Dave said.

I think this could be, for me, a 9% to 12% grower.

Dave said 10% to 12%.

We are aligned here.

Workday with lower risk could be a really interesting investment.

I think Zscaler, because of that cybersecurity market that's ever-growing, because the AI piece is going to outperform, but it's not a given.

Workday, don't sleep on it.

Tim, since the markets seem to be extended a bit, valuations are near all-time highs, everything feels so shaky, let me just go to loss aversion, because that might come into play for some of us in the coming months if the market retraces from here.

I think that's maybe a misnomer.

I feel like it should be life affirmation.

Not loss aversion, because this is something very primal in us, right?

When we build anything like a shelter over our heads, or we build up a little bit of money, we want to protect our ability to survive.

So really, what loss aversion is, it's something coming from deep within ourselves, which says, I don't want to lose this and go back to a worse position than I was before.

Now, that makes a lot of sense when you're thinking about a roof over your head.

It makes less sense when...

When you are thinking about a long-term asset that's going to appreciate because a business that you've invested in is growing its cash flows because they're in a market which hopefully has a lot of demand and the business is well-run, I could go on to describe a very nice investment scenario.

But just to keep this short,

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