This Week on The Compound
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EPISODES
On TCAF this week Josh and Michael spoke with Ron Baron, Founder and CEO, and Michael Baron, Co-President, at Baron Capital. They disussed long-term investing, Elon Musk, Tesla, SpaceX, artificial intelligence, and the power of owning exceptional businesses for decades. (Listen)
INSIDE THE COMPOUND
SpaceX is now trading below both its peak and offering price. This hasn’t put fund manager Ron Baron off. Josh Brown at Downtown Josh Brown notes how Barons’ bet on both Tesla and SpaceX have been a boon to his performance. Brown writes:
You can do and say a lot of things in hindsight, kicking and screaming and what-about-ing til the cows come home. But the returns are the returns and you can’t change that.
MERCH
Summer is officially here, so grab a Compound Serif hat to help the keep the sun out of your eyes. You can always check out all our merch at idontshop.com.
COMING UP
Next week on TCAF, Josh and Michael will be joined by returning guest Alex Kantrowitz, founder of Big Technology.
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