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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As we know, it's one of the world's largest logistics companies.

That's a subdivision of Amazon.

It has an amazing high-profit advertising business that is challenging some stalwarts like the trade desk.

We've heard a lot about that this year.

Don't forget Amazon Web Services, which has a run rate of...

some $125 billion in annual revenue.

There's lots of side businesses here.

I think there's enough there that this conglomerate stays together and will compound for someone who is born today.

Of course, no story is without risk, so we need to think ahead of who takes over when Andy Jassy is out of the picture.

But the investments it's making in AI capacity, robotics for automation, etc., are pretty impressive.

I'll give them a MZN.

Well, I'll tell you, I struggled a bit with this because my first thought was Dutch Bros, symbol B-R-O-S.

You're hopping up eight-year-olds on coffee?

Exactly.

Then I put some more thought to it.

I said, no, that can't work.

And then I thought about Spotify, which looms large in our household.

I thought, okay, I'm on the right track.

symbol SPOT, but then I settled on Garmin, symbol GRMN.

Now, this is a business that's very interesting because, of course, they got their start in GPS technology.

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