Ron Baron on Investing in Tesla and SpaceX (Podcast)
Masters in Business
Bloomberg
4.4 • 2.2K Ratings
🗓️ 29 January 2021
⏱️ 85 minutes
🧾️ Download transcript
Summary
Bloomberg Opinion columnist Barry Ritholtz speaks with legendary investor Ron Baron, who is the chairman, CEO and portfolio manager at Baron Funds. He founded Baron Capital Management and Baron Capital Inc. in 1982, and boasts more than a half century of research experience. Today, Baron Funds is known for its long-term, fundamental, active approach to growth investing; it has $49 billion in assets under management.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | This is Masters in Business with Barry Rittoltz on Bloomberg Radio. |
| 0:07.4 | This week on the podcast, I have an extra, extra special guest. |
| 0:11.4 | What can I say? |
| 0:12.7 | Ron Baron, founder of Baron Capital, he's a legend. |
| 0:16.8 | I don't even know where to begin with this guy. |
| 0:19.0 | He founded Baron Capital on 82. |
| 0:21.8 | The performance numbers he's put up have just been obscene. |
| 0:26.9 | He does, he seems to find his way to just spectacular returns. |
| 0:33.6 | Whether it's public companies or private companies or real estate, just Google search him on |
| 0:39.0 | East Hampton. |
| 0:40.6 | The property he bought for $100 million in the midst of the financial real estate collapse |
| 0:46.4 | in 07, he turned that into gold. |
| 0:49.6 | And he just has an eye for intrinsic value and a process for doing things that really |
| 0:59.4 | is just amazing. |
| 1:01.6 | What I ended up doing in this conversation was kind of giving him a nudge and then just |
| 1:07.1 | getting out of his way. |
| 1:08.7 | He just tells all sorts of stories about how different investments work out. |
| 1:14.8 | I ask him, what are you doing in the growth space? |
| 1:18.8 | I really know you as a small cap guy and that's how he built his reputation. |
| 1:24.2 | And he describes the small caps that he bought when he was first getting started in the |
| 1:28.6 | 80s. |
| 1:29.6 | You know, small companies like Disney and Hyatt and international gaming and it's hilarious |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.