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Asit Sharma

Podcast guest discussing the everlasting power of Barbie, Hot Wheels, and Lego

Top 10 podcasts with Asit Sharma

Ranked by the Snipd community
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18 snips
Jan 6, 2024 • 36min

A Fool’s Guide to Investing in 2024

Experienced investors and financial analysts, Asit Sharma, Meilin Quinn, and Matt Argersinger discuss Foolish investing in 2024, including the principles of a foolish portfolio, researching and selecting stocks, and the macro landscape. They also explore opportunities such as investing in Disney and potential buying opportunities in EPR Properties and The Hershey Company.
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7 snips
Apr 1, 2024 • 33min

Top Stocks to Buy Right Now (April 1 Edition)

Financial analysts and experts discuss top stocks to buy, including AT&T's stumble, 3M's spin-off, factors driving gold prices, and investing in quality stocks like UPS and AMD. Insights on portfolio diversification and long-term investing strategies shared by the guests.
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Sep 20, 2024 • 41min

Rates Go Down, Market Goes Up

Ron Gross, a seasoned financial analyst, and Asit Sharma, a finance expert, delve into the impacts of a recent 50-basis point rate cut by the Fed. They discuss how low rates can drive stock market gains and what history tells us about such cuts. The duo talks about Nike's CEO transition and its potential repercussion on the brand. They also explore FedEx's shipping challenges and a new partnership that may hide Olive Garden's struggles. Plus, insights on stocks like D.R. Horton and Intel further enrich the conversation.
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Jan 25, 2024 • 31min

Tesla Learns To Surf

Asit Sharma and Deidre Woollard discuss Tesla's next-gen vehicles and the potential of their energy business. Tom King and Mary Long analyze Constellation Software's acquisitions and unique moat.
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Sep 3, 2024 • 32min

Dow Loses Chips, Boeing Loses Money

Asit Sharma, a corporate strategy expert, and Dylan Lewis, a financial commentator, delve into the struggles of Intel, Southwest Airlines, and Boeing. They discuss Intel's potential exit from the Dow and its fierce competition with AMD and TSMC. The duo also analyzes Elliot Management's plans for Southwest and Boeing's recent analyst downgrade tied to manufacturing issues. They evaluate which company has a clearer path to recovery amidst these market challenges, providing insights that are vital for investors.
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May 15, 2024 • 29min

Google Speaks, OpenAI Listens

AI experts Asit Sharma and Ricky Mulvey, along with co-CEO discussion expert Jason Hall, dive into the latest AI offerings from Alphabet and OpenAI. They also discuss the implications of high shelter inflation, market trends, and the impact of co-CEO departure on investors' thesis.
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Aug 26, 2024 • 29min

Stationary Bikes are Difficult to Turn

Asit Sharma, an expert in international trade and electric vehicles, teams up with Dylan Lewis, who analyzes Peloton's market struggles. They discuss Canada's tariffs on Chinese EVs and how it impacts global production. The conversation shifts to Tesla's adaptive strategies amid trade complexities and BYD's emergence as a fierce competitor. Finally, they evaluate Peloton's tepid growth and why doubts linger about its turnaround efforts. This dynamic dialogue blends industry insights with an engaging critique of market challenges.
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Aug 8, 2024 • 30min

Two Growth Stories

Mary Long, an adept investment analyst, and Asit Sharma, a savvy commentator on investment strategies, dive into the growth potential of Toast, highlighting its recent success metrics and skepticism surrounding its grocery expansion. They also explore Shopify's robust profitability and the challenges of maintaining transaction volume. The duo emphasizes the significance of crafting a solid investment thesis and advises on using investment journals to navigate market volatility effectively. Their insights are a treasure trove for any aspiring investor!
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Jul 25, 2024 • 28min

This Seat Is Taken

Financial experts Sanmeet Deo and Asit Sharma discuss Southwest Airlines' earnings and activist investors, Chipotle's revenue rise, and Warren Buffett's favorite metric, RONTA. They delve into company strategies, market reactions, and the significance of return on tangible assets in analyzing company profitability.
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Mar 19, 2024 • 30min

Nvidia Sells Chips Like Pancakes

This podcast discusses Nvidia's new Blackwell GPU, competition in the tech industry, and advancements in autonomous driving technology. They also answer listener questions about lending shares and activist investors.