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Growth Investing: Riding the A.I. Boom
Manage episode 373227595 series 1414536
Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative inflection point.
Join us for an insightful discussion on his recently published report, 'Investing in AI: Opportunities and Risks,' where we explore the potential of AI as a game-changing technology.
As the Portfolio Manager of Baron Capital's high-growth stock-oriented Baron Opportunity Fund, he shares his strategies for identifying companies with durable competitive advantages and cash-generative business models, fostering double-digit multi-year projected annual returns.
Gain valuable insights into the growth potential of AI investments from a seasoned expert's investment perspective.
WEALTHTRACK episode 2005 broadcast on July 28, 2023
More info: https://wealthtrack.com/investing-in-ai-with-gold-rated-baron-opportunity-funds-michael-lippert/
Read: “Investing in AI: Opportunities and Risks”: https://wealthtrack.com/wp-content/uploads/2023/07/Baron-Insight-Investing-in-AI-7.6.2023.pdf
Bookshelf: Common Sense on Mutual Funds - https://amzn.to/453zw5v
Read Buffett 1990 Annual Letter: https://www.berkshirehathaway.com/letters/1990.html
--- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
334 Episoden
Manage episode 373227595 series 1414536
Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative inflection point.
Join us for an insightful discussion on his recently published report, 'Investing in AI: Opportunities and Risks,' where we explore the potential of AI as a game-changing technology.
As the Portfolio Manager of Baron Capital's high-growth stock-oriented Baron Opportunity Fund, he shares his strategies for identifying companies with durable competitive advantages and cash-generative business models, fostering double-digit multi-year projected annual returns.
Gain valuable insights into the growth potential of AI investments from a seasoned expert's investment perspective.
WEALTHTRACK episode 2005 broadcast on July 28, 2023
More info: https://wealthtrack.com/investing-in-ai-with-gold-rated-baron-opportunity-funds-michael-lippert/
Read: “Investing in AI: Opportunities and Risks”: https://wealthtrack.com/wp-content/uploads/2023/07/Baron-Insight-Investing-in-AI-7.6.2023.pdf
Bookshelf: Common Sense on Mutual Funds - https://amzn.to/453zw5v
Read Buffett 1990 Annual Letter: https://www.berkshirehathaway.com/letters/1990.html
--- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support
334 Episoden
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