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Baron Partners Retail Message Board

  • russellcaseart russellcaseart Jun 21, 2007 5:06 PM Flag

    Their 10 holding look ugly

    Cant argue with their performance, but man that top 10 holdins going forward looks ugly. They remain wedded to gaming despite a gigantor run with the whole group selling off, whole check foods is a dog as is Iron Mtn. Anyone feel same. Theyve kicked ass but dont see any huge potential anymore....??

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    • I called and complained about this very subject after the market close on 8/10/07. However, now that I look at WYNN & LVS, I see why they have performed so well in the last quarter. I'm being quiet for now...

      • 1 Reply to dcells86
      • I understand the concerns about Ron's investments in gambling and hotels, etc. It often feels very risky. But, the YTD performance of the fund's top 10 holdings (acc to Yahoo)are not too shabby. If one doesn't like the proclivities of Ron Baron's stock picking style for this fund, there are many other funds. I think Ron is a smart and insightful leader who also hires good people. I am willing to give him some portion of my portfolio with the expectation that he will give me returns far in excess of the S&P 500 or Wilshire 5000 (or is it 7000 now?). Diversify.

 
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