Asit Sharma

Looking on the ground at businesses when you're abroad is so much fun.

You see global brands, and you will see some reappear and reappear.

One quick one, which is, again, maybe not the best investment unless you're at retirement age, is McDonald's.

What crazy menus they have, whether you're in Rome, again, or Mumbai like I was.

I always love to at least stop in the McDonald's and see what the crazy stuff is on the menu.

McDonald's, bring some of that back to the U.S., please.

Well, on my radar is Alibaba, the e-commerce and tech giant in Asia.

I did a little research on Alibaba's name.

I couldn't tie it to a video game, but it is indeed named after Alibaba and the 40 Thieves.

Founder Jack Ma famously thought that

The idea of Open Sesame was just tied into this brand, and it would open up new avenues for commerce.

What I like about Alibaba is that it reminds me of Amazon Web Services, which I talked about earlier.

It's one of the biggest online retailers in the world, but it has a great little cloud business that is growing well in excess of the rest of the company.

very nice profit margins, relatively cheaply valued versus hyperscalers in the U.S.

And they threw off about $21 billion in free cash flow over the last trailing 12 months.

And I'll be quiet here to get my question from Dan.

Yeah, I think what sets it apart is that they really jumped into AI and a little bit of quantum computing.

They pulled back from that.

They're really just tech forward.

They're fierce innovators.