OWN IT! Ron Baron's Keynote Speech at the 30th Annual Baron Investment Conference
Ғылым және технология
In a world focused on short-term results and news, most people overlook the power of acquiring and holding valuable assets. Our 2023 Conference was designed to challenge this thinking and inspire attendees to adopt a mindset that emphasizes the long-term benefits of Ownership.
Watch Ron Baron's keynote speech at the 30th Annual Baron Investment Conference as he dives into the theme of this year's Conference which permeates every aspect of our business.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 - Welcome and Introduction
1:41 - OWN IT! …Long-Term Investing in a Short-Term World
10:24 - HONE IT! …Our Secret Sauce
16:51 - CORNER-STONE IT! …Cornerstone Investments
19:13 - Tesla Revolutionizing Transportation
22:22 - SpaceX and Generational Investment
26:26 - Baron Capital’s Mission
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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 1-800-99BARON or visiting www.BaronFunds.com. Please read them carefully before investing.
Risks: All investments are subject to risk and may lose value.
There is no guarantee that the goals or objectives discussed will be met.
The discussion of market trends is not intended as advice to any person regarding the advisability of investing in any particular security. The views expressed in this presentation reflect those of the respective speaker. Some of our comments are based on management expectations and are considered “forward-looking statements.” Actual future results, however, may prove to be different from our expectations. Our views are a reflection of our best judgment at the time and are subject to change at any time based on market and other conditions and Baron has no obligation to update them.
Portfolio holdings as a percentage of net assets as of September 30, 2023 for securities mentioned are as follows: Tesla, Inc. - Baron Fifth Avenue Growth Fund (5.3%), Baron Focused Growth Fund (13.4%), Baron Global Advantage Fund (4.7%), Baron Opportunity Fund (6.5%), Baron Partners Fund (41.0%*), Baron Technology Fund (6.3%); Space Exploration Technologies Corporation - Baron Asset Fund (2.0%), Baron Opportunity Fund (2.4%), Baron Partners Fund (8.1%*), Baron Fifth Avenue Growth Fund (0.9%), Baron Focused Growth Fund (7.7%), Baron Global Advantage Fund (3.6%)
*% Long Positions
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
BAMCO, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Baron Capital, Inc. is a broker-dealer registered with the SEC and member of the Financial Industry Regulatory Authority, Inc. (FINRA).
Пікірлер: 33
Respect for a true gentleman
What a fantastic presentation! Thank you so much, Mr Baron
Throughout the year, the Fed consistently forecasted a negative outlook, influencing our perceptions. However, productivity surged to 2.6%, surpassing the underlying growth potential of 1.8%. The labor force outperformed expectations. This prompts reconsideration of the Fed's stance.
@HermanOberg
7 ай бұрын
Yup, they’d favour rising productivity cos it allows the economy faster growth without inflation and at same cost.
@user-ch5mv3xn9b
7 ай бұрын
Wars and inflationary pressures grew in proportion to the decline of the economy, increased productivity or not they should stop using our tax dollars to fund this madness.
@Urla..
7 ай бұрын
I am indifferent, I just want the rate-cut rallies to continue, I haven’t broken even since 2022 when my portfolio declined. I have a 100k to put into the markets. What sectors or assets do you guys think will continue to drive the rally to record all time highs?
@AnnaMoore-
7 ай бұрын
140% is a great deal, amidst this crisis? I fell short of my mortgage and had to foreclose the property. Who is this broker you use and are they accessible or it is private?
@RecardoSantos12-lv7pc
7 ай бұрын
I was about to ask same thing. Hedgefunds usually require a lot of capital to get started with? Is it the same with yours?
Heard some good things about this talk, can’t wait to listen!!
What a sincere, wonderful guy. Great job Ronnie.
I trust this man
Its crazy this only has 11k views. Ron Barons son Michael will be worth $100B plus in my lifetime.
As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
The way he laughs 💀. Wicked smart tho
@johnmacri7440
8 ай бұрын
Legend
Mr. Baron stand shoulder to shoulder with the great investors of all time like Sir John Templeton, Warren Buffett and Peter Lynch....
$53K per house for internet = Gov't project. SpaceX a faction of the cost =Priceless
❤❤❤❤❤ Best regards from Israel ❤❤❤❤❤
@hikeyt2747
7 ай бұрын
Thank you♥
My wife and I are seriously considering investing in Baron partners fund.
the count
1:57
Holding $TSLA UNTIL 2040
"I'm Jewish by the way"😂 thanks for that nugget
So glad I found baron fund only way I can invest in Tesla on my 401k (etf are banned) and only way you can publicly own spacex!
@snookmeister55
8 ай бұрын
Good point Sir, about SpaceX. Starlink will be a profit engine.
Only someone who has accrued Billions $$$$ and Billions has the RIGHT to laugh like that!
The cameraman should restrain himself from laughing.
Fully respect Ron Baron's proven investment philosophy. However, many followers no doubt want his take on the large number or Tesla cars disabled by the frigid winters so far in January 2024! Owners are not happy with the dead batteries and long lines and delays to get re-charged!
What is that weird croaking sound? Do they not have a sound or production editor?
He is copying buffett
@ 77 with only a puny 100 $esla shares; how can we HELP each other ! ?
@snookmeister55
8 ай бұрын
Hold. Buy more. Otherwise, you tell me.