Baron Funds Comments on Google Inc.

Aug 19, 2015

We reinvested in Google, Inc. (GOOGL, Financial), the world’s leading search provider; the owner of YouTube, the world’s leading Internet video service; and the provider of Android, the world’s most popular mobile operating system. We believe that Google will be more successful with its mobile transition (like Facebook before it) than the naysayers believe, that YouTube has significant monetization potential, and that Google possesses the assets and relationships to make it a major player in people-based digital advertising.

From Baron Funds’ second quarter 2015 commentary.

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