Value Investing

Ron Baron Interview on CNBC

Quick summary of points that Ron Baron spoke about in his interview on CNBC – 26 June 07. You can find the clip here:

  1. Doesn’t predict macro stuff (e.g. interest rates, oil prices, etc.), except for inflation. Expects price level to double every 15 years, i.e. a 4.6% rate of inflation.
  2. Wants to double his investors’ money every 5 years.
  3. Find good themes to invest in, and invest for the long-term. Portfolio turns over every 6-7 years.
  4. Never invested very much in technology, hard to be a long-term investor with technology field changing very rapidly.
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