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 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 3.
Appearances
So I encourage folks, you know, look around when you're traveling, there are brands, not all of them are the best investments, but from the airlines, you use Airbnb booking.com.
Is that I use them both.
And I alternatively love to stay in an Airbnb or a hotel, depending on where I'm going and what this situation is.
But
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.
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