In his latest Q4 2021 Letter, Ron Baron discusses goodwill as the gift that keeps on giving. Here’s an excerpt from the letter: “During inflation, Goodwill is the gift that keeps on giving.” Warren Buffett. 2022. Buffett is such an easy person to quote. His sentences are simple. His ideas … Read More
Ron Baron: You Must Be Able To Hold A Stock For A Number Of Years That Doesn’t Make A Return
In his recent interview with David Rubenstein on Bloomberg Wealth, Ron Baron discussed why good investors must be able to hold a stock for a number of years that doesn’t make a return. Here’s an excerpt from the interview: Baron: It’s not the time. It’s the fundamentals of the business. … Read More
Ron Baron: Poor Earnings Results Provide Investors With Great Opportunities To Buy
In his latest Q1 2021 Shareholder Letter, Ron Baron explains how long-term investors can benefit from poor quarterly earnings results to pick up some best-in-class businesses. Here’s an excerpt from the letter: We view our 5-year baseline holding period as a significant competitive advantage for several reasons. First, we view … Read More
Ron Baron: #neversell – Holding Stocks For 30 Years
In his recent interview on The Masters in Business Podcast, Ron Baron discusses his neversell strategy that has seen him hold successful companies for more than 30 years. Here’s an excerpt from the interview: RITHOLTZ: Let’s talk a little bit about how you put the long in long-term investing, a … Read More