Baron Capital CEO Ron Baron discusses the growth outlook for Tesla, Walter Isaacson’s latest book on Elon Musk, and other top stock picks in a September 13, 2023, interview on CNBC Squawk Box.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 – Ron Baron on Elon Musk and Walter Isaacson’s Book
4:40 – Warren Buffet’s Bet – Passive vs. Active Investing
6:12 – Thoughts on X (Formerly Known as Twitter)
9:37 – Growth Outlook for Tesla
13:22 – Tesla Dojo Supercomputer
15:11 – Moderna
16:08 – SpaceX, the Railroad to Space
18:01 – MSCI
Investors should consider the investment objectives, risks, and charges and expenses of the investment carefully before investing. The prospectus and summary prospectuses contain this and other information about the Funds. You may obtain them from the Funds’ distributor, Baron Capital, Inc., by calling 1-800-99-BARON or visiting baronfunds.com. Please read them carefully before investing.
Portfolio holdings as a percentage of net assets as of June 30, 2023, for securities mentioned are as follows: Tesla, Inc. – Baron Partners Fund (40.5%*), Baron Focused Growth Fund (14.8%); Space Exploration Technologies Corporation – Baron Partners Fund (8.3%*), Baron Focused Growth Fund (8.8%); MSCI Inc. – Baron Partners Fund (1.4%*), Baron Focused Growth Fund (3.7%)
*% of Long Positions
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
Risks: All investments are subject to risk and may lose value.
