Offshore
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Stock Analysis Compilation
Baron Small Cap Fund on GCM Grosvenor $GCMG US
Thesis: GCM Grosvenor Inc. is a resilient alternative asset manager with $79 billion AUM, strong growth potential, and significant upside due to its discount valuation and experienced management, aiming to double fee-related earnings over the next five years.
(Extract from their Q3 letter)
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Baron Small Cap Fund on GCM Grosvenor $GCMG US
Thesis: GCM Grosvenor Inc. is a resilient alternative asset manager with $79 billion AUM, strong growth potential, and significant upside due to its discount valuation and experienced management, aiming to double fee-related earnings over the next five years.
(Extract from their Q3 letter)
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Offshore
Photo
Stock Analysis Compilation
Baron Opportunity Fund on GDS Holdings $GDS US
Thesis: GDS Holdings Limited is a promising pan-Asia data center operator with significant growth potential, driven by strong demand for cloud services and AI applications, leading to a projected increase in share value from approximately $20 to $45-55 within two to three years.
(Extract from their Q3 letter)
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Baron Opportunity Fund on GDS Holdings $GDS US
Thesis: GDS Holdings Limited is a promising pan-Asia data center operator with significant growth potential, driven by strong demand for cloud services and AI applications, leading to a projected increase in share value from approximately $20 to $45-55 within two to three years.
(Extract from their Q3 letter)
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Startup Archive
RT @eugenemarinelli: @StartupArchive_ Coinbase is a good counterexample of the “startup is like producing a movie” concept. Just a software engineer who wanted to start a big company, spotted an opportunity, and iterated from an MVP.
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RT @eugenemarinelli: @StartupArchive_ Coinbase is a good counterexample of the “startup is like producing a movie” concept. Just a software engineer who wanted to start a big company, spotted an opportunity, and iterated from an MVP.
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Offshore
Photo
Stock Analysis Compilation
Baron Asset Fund on Duolingo $DUOL US
Thesis: Duolingo, Inc. is a leading language learning app with exceptional user engagement, strong growth metrics, and promising upcoming AI-driven product enhancements that position it for further market expansion.
(Extract from their Q3 letter)
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Baron Asset Fund on Duolingo $DUOL US
Thesis: Duolingo, Inc. is a leading language learning app with exceptional user engagement, strong growth metrics, and promising upcoming AI-driven product enhancements that position it for further market expansion.
(Extract from their Q3 letter)
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Ahmad Jivraj
Wow time flies!
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Wow time flies!
Happy 1-year anniversary to our beloved Bitcoin Spot ETFs!
• The most successful ETF launch in history by AUM
• The best-performing ETF of 2024
• The most talked-about ETF ever on a global scale
Proof of Work is forever tweet
twitter.com
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Offshore
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Stock Analysis Compilation
Baron International Growth Fund on China Mengniu Dairy $300750 CH
Thesis: CATL is the world's largest manufacturer of rechargeable lithium-ion batteries for EVs and ESSs, with a strong market position, competitive advantages, and expected 20% earnings growth in the medium term.
(Extract from their Q3 letter)
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Baron International Growth Fund on China Mengniu Dairy $300750 CH
Thesis: CATL is the world's largest manufacturer of rechargeable lithium-ion batteries for EVs and ESSs, with a strong market position, competitive advantages, and expected 20% earnings growth in the medium term.
(Extract from their Q3 letter)
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Offshore
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Hidden Value Gems
My latest Investments Notes are out.
Flagging Kering and Prosus stock ideas and some additional commentary on markets👇🏼
$KER.PA $PROSY
Link in bio and reply https://t.co/3gwlzvIQTx
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My latest Investments Notes are out.
Flagging Kering and Prosus stock ideas and some additional commentary on markets👇🏼
$KER.PA $PROSY
Link in bio and reply https://t.co/3gwlzvIQTx
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Offshore
Video
Startup Archive
Keith Rabois on how to identify great talent
“What you want to do with every single employee every single day is expand the scope of their responsibilities until it breaks… and that’s the role they should stay in.”
Keith tells the story of giving an intern the task of getting smoothies to arrive at the office at 9pm to reward Square’s engineering team. And once the intern proved they could solve this task that had stumped multiple people at the company, he gave them something more important and consequential to do.
Everybody has some level of complexity that they can handle, and you want to keep expanding their responsibility until you see where it breaks—as Keith points out, some people will surprise you:
“There will be some people who you don’t expect—with different backgrounds, without a lot of experience—who can just handle enormously complicated tasks. So keep testing that and pushing the envelope.”
Keith also argues that you should monitor who is going up to other people's desks. If you see people frequently going up to a person's desk, it's a sign that that person can help them. Promote these people and give them more responsibility as fast as you can.
Video source: @ycombinator (2014)
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Keith Rabois on how to identify great talent
“What you want to do with every single employee every single day is expand the scope of their responsibilities until it breaks… and that’s the role they should stay in.”
Keith tells the story of giving an intern the task of getting smoothies to arrive at the office at 9pm to reward Square’s engineering team. And once the intern proved they could solve this task that had stumped multiple people at the company, he gave them something more important and consequential to do.
Everybody has some level of complexity that they can handle, and you want to keep expanding their responsibility until you see where it breaks—as Keith points out, some people will surprise you:
“There will be some people who you don’t expect—with different backgrounds, without a lot of experience—who can just handle enormously complicated tasks. So keep testing that and pushing the envelope.”
Keith also argues that you should monitor who is going up to other people's desks. If you see people frequently going up to a person's desk, it's a sign that that person can help them. Promote these people and give them more responsibility as fast as you can.
Video source: @ycombinator (2014)
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Offshore
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Investing visuals
Place your bets: who will outperform in 2025, Celcius $CELH or Monster $MNST?🥤 https://t.co/gybfV8X3iN
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Place your bets: who will outperform in 2025, Celcius $CELH or Monster $MNST?🥤 https://t.co/gybfV8X3iN
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Offshore
Photo
Stock Analysis Compilation
Baron Real Estate Fund on Caesars Entertainment $CZR US
Thesis: Caesars Entertainment, Inc. is a highly discounted casino-entertainment company with strong long-term growth prospects and an optimistic outlook for Las Vegas and its online betting operations.
(Extract from their Q3 letter)
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Baron Real Estate Fund on Caesars Entertainment $CZR US
Thesis: Caesars Entertainment, Inc. is a highly discounted casino-entertainment company with strong long-term growth prospects and an optimistic outlook for Las Vegas and its online betting operations.
(Extract from their Q3 letter)
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