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Vail Resorts Inc. Message Board

  • rgc99 rgc99 Sep 6, 1998 11:27 PM Flag

    Ron Baron. . .

    In this weeks Barrons, they report that Baron Capital Mgmt. added
    to its position in MTN by 340,000 shares. Apparently they now
    control 41% of the shares.



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    • Am I reading the 4th quarter report correctly?
      Only 20 mil cash on balance sheet? Cutting it a bit
      close? Course not as close as SKI. I'm perplexed by R.
      Baron considering his outstanding track record. MTN has
      a great franchise but real earnings are a bit of a
      mystery. The real estate should do well with falling rates
      but even that seems a bit speculative. It looks to be
      a great season since reservations are running well
      ahead of last season. Any insight? SC

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