Ron Baron on CNBC: Tesla Growth Outlook, Elon Musk Biography, SpaceX, and Other Top Stock Picks

Ғылым және технология

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
Learn more about Baron Capital and Ron Baron at www.baronfunds.com
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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 1-800-99-BARON or visiting baronfunds.com. Please read them carefully before investing.
Portfolio holdings are subject to change. Current and future portfolio holdings are subject to risk.
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
Risks: All investments are subject to risk and may lose value.

Пікірлер: 73

  • @Zaerki
    @Zaerki10 ай бұрын

    CNBC understandably removed the part where Ron was about to point out that legacy auto is basically going to go bankrupt as a result of Tesla. Pretty important for folks to understand.

  • @FrizzelFry

    @FrizzelFry

    10 ай бұрын

    hmm very interresting - I saw samebody else saying something similar

  • @carliannotta

    @carliannotta

    10 ай бұрын

    Every day strike lasts because of greedy employees & management

  • @topdog5252

    @topdog5252

    10 ай бұрын

    Actually it’s CNBS!

  • @mikekorn6968

    @mikekorn6968

    10 ай бұрын

    Musk as the smart guy he is, lowers price to grab market share and cnbc not understanding that basic concept

  • @theodorehaskins3756

    @theodorehaskins3756

    10 ай бұрын

    So I beg to differ! The legacy auto manufacturers are not going bankrupt because of Elon Musk, and Tesla, they’re going bankrupt, because they don’t know what else to do. So let me ask you this question, what would happen if Elon Musk were to disappear from the face of the Earth, never to reappear again, what would happen? The answer is from my perspective would be, we will continue to see legacy auto manufacturers go bust, as the horse drawn carriage was not put out of business, because some guy decided to invent the internal combustion engine, and oh by the way, the electric motor driven carriage was actually around slightly before the internal combustion engine, but that’s a whole other story that most people don’t know either, but my point is they didn’t go out of business because of somebody inventing a new way of transport. They simply went out of business because they had become obsolete, and the same thing is happening with the coal industry in terms of electric generation, it’s going to go by the wayside because it’s simply too costly, too dirty, and it’s obsolete, and the failure to recognize the change that needs to be done and moved quickly to move to the new reality that the world is simply moving on, that’s the problem with legacy OEMs. So Elon Musk and Tesla just came along at the right time, because if you will recall General Motors had the most popular EV that the world had ever seen in their EV1, remember that car, never sold a single one. They decided instead to lease them, and for whatever their reasons, decided that the market just wasn’t there for battery electric cars, and so they decided to repossess them, and crush them. So Elon Musk recognize that because of climate change, and the fact that battery technology had improved to a point where it would make it feasible to fasten her car that could rival and exceed that of the internal combustion engine. So was he right? I think so, and I think people like Ron Barron is correct in everything he said about Elon Musk, with the exception that if he somehow disappeared from planet earth, all a sudden things would grind to a halt, and I don’t think that’s the case at all, because I think what we have in place at all of Elon Musk‘s businesses, to include other businesses, e.g. Apple, Amazon, Google, Oracle, Nvidia, Microsoft, etc. is the talent to do what is necessary to save us from our worst selves or at least I hope there is. Cheers 🥂

  • @sender5804
    @sender580410 ай бұрын

    Ron Baron needs a longer segment, this doesn't do him justice

  • @JWSpaceX
    @JWSpaceX10 ай бұрын

    One of the most underrated investors of our generation. Thanks Baron

  • @priyaivan5471

    @priyaivan5471

    10 ай бұрын

    😢😢😂😢😂❤😢😢😢❤

  • @priyaivan5471

    @priyaivan5471

    10 ай бұрын

    5:17 6:08 6:29 6:36

  • @priyaivan5471

    @priyaivan5471

    10 ай бұрын

    6:50 7:52

  • @priyaivan5471

    @priyaivan5471

    10 ай бұрын

    10:05

  • @noahestus6830
    @noahestus683010 ай бұрын

    Ron Barron is like a proud father; that’s the investor you need in your life.

  • @alphabeta8403
    @alphabeta840310 ай бұрын

    8:00 Twitter; X 9:00 TSLA growth 11:00 Baron’s top holdings 13:00 Dojo

  • @hugodiazgarcia1266
    @hugodiazgarcia12668 ай бұрын

    Congratulations on your excellent interview to Ron Baron discussing the growth outlook for Tesla!!!

  • @lunpluschen
    @lunpluschen10 ай бұрын

    thanks Ron Baron!! It help me a lot in thinking long term

  • @moshebmoshe
    @moshebmoshe10 ай бұрын

    I hope Ron has a great and blessed Mew Year!

  • @william53
    @william5310 ай бұрын

    Simply the best! Buying more Tesla! Go Elan!

  • @mourad_weider
    @mourad_weider10 ай бұрын

    RON BARON IS ONE OF THE GREATEST

  • @judahdatoy6134
    @judahdatoy613410 ай бұрын

    His plug was perfect.

  • @shonlondon7566
    @shonlondon756610 ай бұрын

    Well done Ron

  • @MindersHere
    @MindersHere10 ай бұрын

    How is FIGS doing??

  • @dmitryoreshkin254
    @dmitryoreshkin25410 ай бұрын

    where did praise to CNBS come from? no one invested in Tesla because on CNBS, quite the opposite, these clowns been bashing Elon 24/7 for over a decade and some are shorting it, wth

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    Masses moving and what they can do to recuperate

  • @grantguy8933
    @grantguy893310 ай бұрын

    One thing he need to explain is why he likes Mary barra.

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    Think about what recuperation is !! On trains and trucks and cars

  • @lightgatha
    @lightgatha10 ай бұрын

    “Make the planet inhabitable… uh, habitable…”

  • @jinny7303
    @jinny730310 ай бұрын

    Model 2? Is that confirmed ?

  • @Riptack7591
    @Riptack759110 ай бұрын

    Would have been the best experience in investment advice, if only the CNBC geniouses were not there...

  • @carliannotta

    @carliannotta

    10 ай бұрын

    Man U got that right well 🙏🙏thank God at least Dan Nathan was not there

  • @MTtroutfisher406
    @MTtroutfisher40610 ай бұрын

    Just let the man speak! Quit interrupting with foolish questions.

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    Reinject energy by breaking for those who want to accelerate

  • @carterw.kaanta439
    @carterw.kaanta43910 ай бұрын

    5:45

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    Look what Telma break is!!!

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    Is it Israel or Germany??

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    France is doing it already with Telma break

  • @GK-qc5ry
    @GK-qc5ry10 ай бұрын

    Tech innovation wise Tesla still looks good, but i just think other car brands are making more interesting and stylish cars. The competition ain't sleeping.

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    And in Europe we will fight

  • @tlee7653
    @tlee765310 ай бұрын

    CNBS

  • @samuelweiner5382
    @samuelweiner538210 ай бұрын

    "I am not an expert in that, I am an expert in companies" is a cop out answer. But overall great interview with Ron Baron. I am also Jewish and own Tesla stock and own a Tesla model 3 RWD. Elon is a complex genius. But what comes out of his mouth makes me cringe. I am going to read Walter Isaacson's book. The Steve Jobs book was a great read.

  • @Jyahalom
    @Jyahalom10 ай бұрын

    Apples innovation died with Jobs, and so did the Goliath that apple once was.

  • @simona4315
    @simona431510 ай бұрын

    He'll do anything for a dollar 💰

  • @venice2823

    @venice2823

    10 ай бұрын

    That makes no sense...lmao do you even know what he is talking about or is this a bot?

  • @rebelpan9269
    @rebelpan926910 ай бұрын

    Why always this chic interview all the old rich dudes

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    And I am not Jewish

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    Elon Musk is still missing on how Physically his cars have advantage

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    And even Israel will show you

  • @user-we3br2ji4n
    @user-we3br2ji4n10 ай бұрын

    They completed side track him and wanted to push him to talk about anti semitism not his investments

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    The boring Deutsche post lol

  • @No-thing-ness
    @No-thing-ness10 ай бұрын

    In another universe you would be see as mentally ill. You value people for how much they can make you. You would drop him like a rock if he started loosing you money. You an all the people measuring success on wealth and using it as your God. Greed is not good. Treat people how you would like to be treated. Help people when you can. Don’t be evil. Seek out awakening or look to reincarnation. Do you think the infinite creator divinity of all light cares you believe your Jewish or Christian? You proud people talk about hate speech. Right now more human s are living on the street in an outbreak of homelessness. And your offended by hate speech. I shed a tear for you.

  • @thecountofmontecristo8280
    @thecountofmontecristo828010 ай бұрын

    In terms of "self promotion" this interview doesn't make me want to invest more in Ron's funds but less. How naive as a fund manager do you have to be that you think you can claim returns from the market because "I deserve it, we deserve it". What an odd way to justify your positioning. How do you quantify deserving? This guy is literally Cathie Woods in male form, if all she did was invest in TSLA. He's a bit like the guy at work who makes the 1 big trade and then reminds everyone for the next 5 years about that one trade.

  • @RPSartre01
    @RPSartre0110 ай бұрын

    What a bunch of malarkey

  • @pierrepfletschinger4647
    @pierrepfletschinger464710 ай бұрын

    German Physics will show you America

  • @mermadone6465
    @mermadone646510 ай бұрын

    Once again, this guy just self-congratulates himself for his previous track record. He literally doesn't help the retail investor. What new stock advice or companies did he mention to help you? NONE!

  • @gestablidni6197

    @gestablidni6197

    10 ай бұрын

    This awesome interview was about Tesla and Elon, and not other stocks☺️

  • @mermadone6465

    @mermadone6465

    10 ай бұрын

    @gestablidni6197 go back and watch the other "awesome interviews." He says the same thing. Nothing new, nothing to help you with your investments. The guys a billionaire and Fs you everytime. He laughs in your face. Just because he wears a sweater, it's soft spoken and trying to the Mr. Rogers contest doesn't mean he's a good guy or that he's helping you.

  • @tlee7653

    @tlee7653

    10 ай бұрын

    If you think CNBC ever does anything with the motive of helping the retail investor, you will benefit from critically reevaluating. Note that in this interview they sought to negatively portray Musk in a variety of ways, discuss Twitter (not even a public company), editorialize with long statements posing as “questions”. etc.

  • @mermadone6465

    @mermadone6465

    10 ай бұрын

    @tlee7653 Obviously, CNBC is MSM and plays politics. That's NOT what my comment is about. It's about Rooooon, not even bothering. It's RON'S words and actions. He could of easily changed the topic.

  • @rho008

    @rho008

    10 ай бұрын

    Do your own research. He already mention that he has a strong position on Tesla. So invest in Tesla is you believe, if not then buy ETF.

  • @46852
    @4685210 ай бұрын

    He just toots his own horn. There is nothing of substance that he talks about.

  • @sonos168
    @sonos16810 ай бұрын

    This guy is really delusional...

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