Some observations from Ron Baron today:
- He and Gabelli are quite fond of each other.
- Baron has far more ideas than money right now.
- Stock market is below the normal valuation of the last 20 years.
- Investors are so concerned with the macro that they are ignoring company valuations.
- Inflation is going to be the solution to the current economic problems.
- He and Gabelli are quite fond of each other.
- Baron has far more ideas than money right now.
- Stock market is below the normal valuation of the last 20 years.
- Investors are so concerned with the macro that they are ignoring company valuations.
- Inflation is going to be the solution to the current economic problems.