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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.
Appearances
And over time, they've retained that, so they still have some great satellite devices.
In fact, I have a text handheld satellite device.
Once in a way, someone in my family, I have three boys now in their 20s, will trek someplace exotic or remote.
So, I like having that, can turn the subscription on and off.
But the wearables aspect of this business is so interesting.
We are a family that doesn't have a lot of Garmin products.
They're a bit pricey.
But one of my sons does have a Garmin computer on his bike.
The metrics that these fitness wearables and bike accessories give are really setting the standard out there in the marketplace.
You'll see them sold in some great places like REI.
I think coupling this for a young person with the fact that this business throws off a very healthy operating margin, something like 25%, 26%, can be powerful if you are a little older than a newborn, aware of that product.
First of all, it's healthy.
It's for people who want to be fit.
What better for a young eight-year-old than to point to a product that they could use for years and upgrade as time goes on and be healthy?
But also, about this business, it's very diversified.
It even has a marine segment, so some technology for navigation for boats.
It has an automotive equipment manufacturer, OEM, segment, so supplies technology to automobiles.
It's a really diversified company.
But just circling back to the strongest part of the thesis,
It's got a brand that's just extremely strong in the marketplace.
Showing 641–660 of 746 · page 33 of 38
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