저자: RonBaron · 외국인
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론 배런은 테슬라에 포트폴리오 약 8%를 투자해 약 20배 수익(약 60억 달러 추정)을 올렸다고 밝히며, 테슬라가 자율주행과 대량생산으로 2030년을 향해 더 성장할 것으로 전망한다. 2030년경 연 1500~2000만 대 생산 가능성을 언급하고, 일론 머스크 리더십에 장기 베팅할 가치가 있다고 주장한다. 또한 미국 주식시장은 장기적으로 연 약 7% 성장하며 일시적 하락에도 장기 투자 관점이 중요하다고 강조한다. 영상 후반부는 스폰서(Seeking Alpha) 광고 성격이 섞여 있다.
다듬은 글
hello everyone 8% of your assets under management in Tesla at this point yeah because it went up 20 times in the past two or three years if you might remember when I was on initially and I was describing the investment I said I thought we would make you know 20 times our money in this investment and what do you know well we invested $380 million and up between 2014 and 2016 average price was been about $40 a share and we've made them about um you know about a billion do about you know 20 times so far so we made about $6 billion so far we sold about a billion dollar worth of stock just because you didn't want it to be an even bigger position in the portfolio and yes well what it was is that I was getting widely criticized for having such a large percentage of my Assets in two of our mutual funds Baron Partners Fund and baron Focus growth fund in one stock and people said how can you be so crazy and so I wanted him to think I wasn't crazy I know I'm crazy that plan was making $15 million a year or $15 billion a year on a $7 billion investment a normal Industrial company would make 15% on Capital and the most they'd make was 20% this guy is making $8 billion in A7 billion plan so he's the lowest cost person in the business everything about it is going to drive prices down in the early 1900s automobile companies were great innovators that's not the case anymore in the 1950 s they decided to go for profit and they outsourced all of their supply chain which hurt them hundreds of these companies went bankrupt and all of them went out of business now their electric cars drive about 30 million m a day and their collecting data from 100 million miles Baron who is known for his risky and Visionary investing strategies recently made some predictions that have changed the game and made the financial world go crazy come along with us as we break down Baron's newest ideas which will Amaze even the most experienced investors Baron's Pearls of Wisdom will be mine from every angle from his groundbreaking predictions for Tesla's future to his astute views on the bigger picture of the economy get your favorite drink whether you're an experienced investor or just starting to learn about money grab your favorite chair and get ready to be captivated you won't want to miss a second of this exciting conversation get ready to be moved educated and maybe even a little shocked welcome to Tesla stock news where you can see the future of Finance happen right in front of your eyes but before we start don't forget to hit the like And subscribe buttons without further Ado let's take a deep dive into the world of possibilities with Ron Baron as our guide Ron Baron draws a vivid picture by comparing the search for the next big thing to Tesla's breakthrough work could there be another player or a different field Baron says that the potential for this company to Eclipse Tesla's Legacy in the 2030 is huge imagine a world where this company's impact is even greater than Tesla's this kind of company is hard to find just like Tesla was when it first started making electric cars Baron says that the arrival of autonomous driving could completely change our daily lives imagine that owning a Tesla is more than just buying a car it's also investing in a lifestyle where your car can navigate itself a service worth about $2,000 a year imagine waking up the morning and stepping into a Tesla and starting your daily commute without touching the steering wheel this isn't just a fantasy from the future Baron thinks it will become commonplace sooner than we think with autonomous driving features built into to Tesla vehicles owning a car goes beyond just getting around it becomes an investment in a way of life that is defined by Comfort safety and efficiency Baron thinks that Tesla could make 15 to 20 million cars a year within the next 7 to8 years and here's the catch as Baron puts it think about a world where a lot of cars on the road maybe even a fifth or a quarter can drive themselves thanks to Tesla's technology now let's talk about risk and reward Baron goes into great detail about how to put a lot of money into not only companies but also the idea of one person Elon Musk it might seem like a risk but Baron shows how dedicated and Visionary Elon is Elan surrounds himself with the best people as Baron said says for example the head of computing's rise from humble beginnings to the Forefront of technological innovation is similar to Baron's own path at Tesla the Earth and Elon Foster Baron explains that Brilliance grows in workplaces where every worker is not only successful but also driven by a shared Mission he's shaping the future of transportation and Beyond one Innovation at a time Baron thinks it's a good bet so as we look into the Future Let's remember that the next Tesla could be coming soon led by a Visionary like no other as Ron Baron so eloquently explains if you graduate from a top engineering school you might be set on Landing a job at either SpaceX or Tesla because you want to work with other Brilliant Minds on a mission that really matters something you believe will shake the future Baron points out 3.5 million people apply for just 30,000 jobs at SpaceX and Tesla last year which is a huge number as he points out getting a job at these companies is harder than getting into Harvard but those who do get H are driven by a common goal or Mission which is what keeps them going what are the risks Baron admits that there is a risk especially when the company is small but as these companies grow he's betting that they'll not only survive but Thrive he's sure that Elon Musk will continue to lead the way for at least the next 5 to 10 years and it's a bet he's willing to make Baron then ships gears and thinks about the current state of the world where geopolitical tensions are rising and worries about the US budget some people might question whether or not it's smart to own stocks but Baron's view is based on his own experiences he talks about how he started out as an analyst in the 1970s with only $600 in bad credit and he even tells a funny story about how he got calls without a phone while working with hedge funds Tales of Paul teach Jones Baron recognizes Jones's skill at Market timing but stresses they have different investment philosophies Jones is a Trader while Baron is an investor with a long-term view he draws comparisons between today's problems and the turbulent 1960s reminding viewers that despite the chaos economic growth continued Baron's Outlook is one of cautious optimism despite the uncertainties he remains bullish on the potential of the stock market and the economy based on his belief in Innovation and resilience this view is the result of Decades of EXP experience and a deep understanding of how markets work but do you know who else shares Tesla's optimism that would be today's sponsor for Tesla bulls and people who are always on the lookout for the next big thing in the stock market seeking Alpha's impressive growth isn't just something to watch from the sides Seeking Alpha has everything you need to know about Tesla Tesla stock price goals Tesla's new ideas and everything Elon Musk avoids the negative talk about Tesla in the mainstream media seeking Alpha has the most Pro Tesla news on the internet if you click on one of the affiliate links in the description and make a purchase our Channel may get a small fee thanks for your support going back to the subject Ron Baron's study of the economy takes us on an interesting Journey Through Time comparing the present to the past to reveal important information about the future of the stock market as Baron dels into the numbers he points out the incredible growth of the Dow Jones which has increased in value 34 times since the 19 60s this exponential growth he explains means that the stock market Grows by about 7% each year which is faster than inflation by about 2% but what does this mean in real life to put it into real world terms let's say you put $1,000 into the stock market in the 1960s today that same investment would have grown to a huge $334,000 thanks to the consistently rising market Baron says that this amazing compounding effect is the key to the stock market's long-term success now let's talk about the elephant in the room the problems and unknowns that will surely come up along the way like pandemics Wars and economic downturns there are some bumps in the road to financial success but Baron points out an interesting Trend the Market's ability to bounce back from losses Baron tells us that the market has an amazing ability to bounce back doubling in value every 14 or 15 years on on average but why does this matter it matters because it shows how important it is to invest with a long-term view since short-term changes can cause stress and uncertainty Baron's ideas tell us to keep our eyes on the bigger picture if we can weather the storms and stay invested for the Long Haul we will be able to benefit from the Market's steady growth path e for
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