Billionaire Investor Ron Baron Says Buy Tesla NOW!

新视频中，传奇亿万富翁投资者 Ron Baron，Baron Capital 的创始人、首席执行官兼投资组合经理，讨论了他对 Elon Musk 公司的投资。Baron 长期以来一直是 Elon Musk 的支持者，并于 2017 年成为 SpaceX 的股东。 **Ron Baron 的投资业绩记录：** * 他的公司 Baron Capital 于 1982 年起步，管理资产为 1000 万美元，1992 年增长到 1 亿美元，并在六月达到 690 亿美元。 * Baron Capital 为客户创造了 710 亿美元的利润，有效地将 1000 万美元变成了 1400 亿美元 (管理资产加上已派发利润)。 * 在 710 亿美元的利润中，300 亿美元来自 Elon Musk 的公司，400 亿美元来自其他投资。 * Baron Partners Fund 自 2003 年以来一直是美国排名第一的共同基金。 * Ron 1970 年的个人净资产为负 15,000 美元。 **Baron Capital 的持仓 (截至六月底)：** * **SpaceX：** 价值 250 亿美元的“空头股票”(如文字记录所示)，这比 Nvidia 的持仓多 30 亿美元。 * **Tesla：** 50 亿美元。 * 这两项持仓总计超过 300 亿美元，是 Baron Capital 的第一大和第二大持仓。 * 接下来的 13 只股票 (包括 Hyatt, MCSI, Spotify, Charles Schwab) 总计仅约 155 亿美元，这使得 Baron 被描述为“Elon Musk 的代理人”。 **Ron Baron 的个人持仓：** * Tesla：15 亿美元。 * Baron 共同基金：18 亿美元。 * SpaceX：50 亿美元。 * 仅 SpaceX 股票就占他已披露个人持仓的约 60%。 **关于 Tesla 的讨论：** * Ron 分享了一个关于他特殊 Model S (250 辆之一，成本是普通版两倍) 的轶事，他称其为自己的“最爱汽车”。 * 他讲述了在 East Hampton 的一段经历，他的 Tesla 使用自动驾驶 (FSD)，导航到早餐地点，为一只鸭子和六只小鸭过马路而停车，并自动泊车。他觉得这“令人难以置信”，并指出这辆车在晚上“比你看到的更多”。 * 他认为 FSD 将使其他汽车相形见绌，如同“马车”一般，孩子们将不再需要学习驾驶，从而减轻父母的担忧。 * 与预测其他汽车制造商将侵蚀 Tesla 市场份额的说法相反，Tesla 的市场份额在美国、欧洲和全球都在增长。 * 他指出，许多传统汽车制造商 (例如 GM) 在电动汽车方面“浅尝辄止”，“大放厥词”，然后“放弃了他们的计划，缩减规模，然后彻底放弃”，或者“试图走捷径”。 * Ron 认为“现在是购买 [Tesla] 股票的时候”，因为 FSD 正在“流行起来”，并且会变得“越来越大”。 * 目前有 140 万人正在使用这种驾驶 (FSD)，Tesla 每年新买家总量增长 55%。 * 55% 的新买家选择自动驾驶功能。 * 虽然他认为现在是其他人购买的时机，但他表示他个人 15 亿美元和共同基金 18 亿美元的现有敞口“已经足够”。 **Tesla/SpaceX 合并猜测：** * 主持人提出了 Elon Musk 让 SpaceX 收购 Tesla 的想法，并表示这“肯定会被提出”，“这不是会不会的问题，而是何时的问题”。据报道，当 Elon Musk 在最近的播客和 All-In Summit 上被问及此事时，他没有“否决这个想法”。 * Ron Baron 告诉 Elon Musk 他支持和反对合并的理由，但他表示他会支持“你认为更好的任何决定”。他拒绝详细说明他的具体理由。 **赞助：** * AG1 在过去五年中一直是 Ron 日常健康方案的一部分，提供维生素、矿物质，并支持能量、消化、免疫功能、益生元和益生菌。

In a new video, legendary billionaire investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, discussed his investments in Elon Musk's companies. Baron has been a long-time backer of Elon Musk, becoming a shareholder of SpaceX in 2017. **Ron Baron's Investment Track Record:** * His company, Baron Capital, started in 1982 with $10 million under management, grew to $100 million in 1992, and reached $69 billion in June. * Baron Capital has made clients $71 billion in profits, effectively turning $10 million into $140 billion (AUM plus profits paid out). * Of the $71 billion in profits, $30 billion came from Elon Musk's companies, and $40 billion from other investments. * The Baron Partners Fund has been the number one mutual fund in the United States since 2003. * Ron's personal net worth was minus $15,000 in 1970. **Baron Capital's Holdings (as of end of June):** * **SpaceX:** $25 billion worth of "short shares" (as stated in transcript), which is $3 billion more than Nvidia has. * **Tesla:** $5 billion. * These two positions combine for over $30 billion and are the number one and two largest holdings for Baron Capital. * The next 13 stocks (including Hyatt, MCSI, Spotify, Charles Schwab) combined total only about $15.5 billion, leading to Baron being described as an "Elon Musk proxy." **Ron Baron's Personal Holdings:** * $1.5 billion in Tesla. * $1.8 billion in Baron mutual funds. * $5 billion in SpaceX. * SpaceX stock alone accounts for about 60% of his disclosed personal holdings. **Tesla Discussion:** * Ron shared an anecdote about his special Model S (one of 250 made, costing twice as much as regular ones), which he called his "favorite car." * He recounted an experience in East Hampton where his Tesla, using self-driving (FSD), navigated to breakfast, stopped for a duck and six ducklings crossing the road, and parked itself. He found it "unbelievable" and noted that the car "sees more than you do" at night. * He believes FSD will make other cars seem like "a horse and buggy" in comparison and children won't need to learn to drive, reducing parental worry. * Contrary to predictions of other automakers eroding Tesla's market share, Tesla's market share is increasing in the United States, Europe, and globally. * He noted that many legacy automakers (e.g., GM) have "dipped their toes in the water," "talked a lot of shit," then "abandoning their plans scaling back and just giving the fuck up," or "try to do shortcuts" regarding EVs. * Ron believes that "the time to buy the [Tesla] stock is now" because FSD is "catching on" and will become "bigger and bigger." * There are 1.4 million people currently on this driving (FSD), and Tesla is seeing a 55% overall increase in new buyers annually. * 55% of new buyers are opting for the self-drive feature. * While he thinks it's time for others to buy, he stated his current exposure of $1.5 billion personally and $1.8 billion in mutual funds is "enough." **Tesla/SpaceX Merger Speculation:** * The host raised the idea of Elon Musk having SpaceX acquire Tesla, stating it's "definitely going to be proposed" and "not a matter of if but when." Elon Musk reportedly did not "knock the idea down" when asked in a recent podcast and at the All-In Summit. * Ron Baron told Elon Musk his reasons for and against the merger but stated he would support "whatever you decide is better." He declined to elaborate on his specific reasons. **Sponsorship:** * AG1 has been part of Ron's daily health protocol for half a decade, providing vitamins, minerals, and supporting energy, digestion, immune function, prebiotics, and probiotics.