Discover the future of AI investments with Michael Lippert, Head of Technology Research at Baron Capital. He believes AI is now at its transformative inflection point.
Join us for an insightful discussion on his recently published report, ‘Investing in AI: Opportunities and Risks,’ where we explore the potential of AI as a game-changing technology.
As the Portfolio Manager of Baron Capital’s high-growth stock-oriented Baron Opportunity Fund, he shares his strategies for identifying companies with durable competitive advantages and cash-generative business models, fostering double-digit multi-year projected annual returns.
Gain valuable insights into the growth potential of AI investments from a seasoned expert’s investment perspective.
WEALTHTRACK Episode #2005 broadcast on July 28, 2023
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MICHAEL LIPPERT
- Portfolio Manager, Baron Opportunity Fund
ACTION POINT
STAY THE COURSE WITH YOUR INVESTMENTS
Read Buffett’s 1990 Annual Letter
ONE INVESTMENT
UNDENIABLE TRENDS
NVIDIA Corp (NVDA)
Tesla Inc (TSLA)
STOCK, BOND, FUND MENTIONS
Microsoft Corp (MSFT)
Advanced Micro Devices Inc (AMD)
Alphabet Inc (GOOG)
Indie Semiconductor Inc (INDI)
Marvell Technology Inc (MRVL)
Amazon.com Inc (AMZN)
Meta Platforms Inc (META)
Monolithic Power Systems Inc (MPWR)
ARCHIVES
Michael Lipper from the WEALTHTRACK Archives:
WEB EXTRA
IN THE GAME
Michael Lippert talks about what he loves most about his job and its constant intellectual challenges, especially in the new AI age.