Buy Valuation Asymmetry: Reliable Valuation Framework for New Economy and Digital companies Book Online at Low Prices in India | Valuation Asymmetry: Reliable Valuation Framework for New Economy and Digital companies Reviews & Ratings - Amazon.in 

Unpacking 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐀𝐬𝐲𝐦𝐦𝐞𝐭𝐫𝐲 :

Episode 1 of 𝐆𝐚𝐢𝐧𝐢𝐧𝐠 𝐂𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 is live! 🎙

I had the privilege of sitting down with Varun Sharma, Group Vice President of Motilal Oswal Asset Management, to discuss his book Valuation Asymmetry and dive into some fascinating topics.

From the unique challenges of valuing new economy companies—like tech and internet giants—to exploring India's booming digital growth, Varun provides eye-opening insights into how India's digital companies are in hyper-growth mode. 

Varun Sharma, Executive Group Vice President, Motilal Oswal AMC, who has been closely monitoring the digital space, told CNBC-TV18: 'Currently we have about 8% of our GDP as digital and very quickly, over the next six years, it’s going up to 20% and it's not going to stop there. This penetration is going to continue to happen.' 

In this episode of Gaining Conversations, our first, I talk with Mr Varun Sharma. Varun has recently joined the investment team at Motilal Oswal as Executive Group Vice President after spending 10 years with Franklin Templeton. He began his career in 2010 with ICICI Securities. Varun has an MBA from IIM Calcutta.

Furthermore, Varun has written a book entitled Valuation Asymmetry. In Valuation Asymmetry, among other things, Varun shares insights on how to value what we call new economy companies - the technology and internet companies. I really enjoyed the book and cannot recommend it enough.

In my conversation with Varun we talk about growth opportunities for the digital companies in India. We also get into what Varun thinks about his new fund - Motilal Oswal Digital India Fund. Then Varun helps us to understand how India's digital companies are in hyper growth mode. Finally, Varun gives us his book recommendations: not one, but two books that he thinks will help investors.

Earnings growth to pick up by FY25 end: Varun Sharma of Motilal Oswal AMC

Gaining Conversations Episode 1 with Varun Sharma

In this episode of Gaining Conversations, our first, I talk with Mr Varun Sharma. Varun has recently joined the investment team at Motilal Oswal as Executive Group Vice President after spending 10 years with Franklin Templeton. He began his career in 2010 with ICICI Securities. Varun has an MBA from IIM Calcutta. 

Varun Sharma, Executive Group Vice President, introduces the Motilal Oswal Digital India Fund

Varun Sharma talks about the Motilal Oswal Digital India Fund

In this episode of Gaining Conversations, our first, I talk with Mr Varun Sharma. Varun has recently joined the investment team at Motilal Oswal as Executive Group Vice President after spending 10 years with Franklin Templeton. He began his career in 2010 with ICICI Securities. Varun has an MBA from IIM Calcutta.

Furthermore, Varun has written a book entitled Valuation Asymmetry. In Valuation Asymmetry, among other things, Varun shares insights on how to value what we call new economy companies - the technology and internet companies. I really enjoyed the book and cannot recommend it enough. 

In my conversation with Varun we talk about growth opportunities for the digital companies in India. We also get into what Varun thinks about his new fund - Motilal Oswal Digital India Fund. Then Varun helps us to understand how India's digital companies are in hyper growth mode. Finally, Varun gives us his book recommendations: not one, but two books that he thinks will help investors. 

Varun was extremely generous with his time and thoughts. I thank him for it. I am certain you will immensely enjoy listening to my conversation with Varun Sharma. 

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