Baron Insight

Topic and Date
The Case for Real Estate
Baron sees broad opportunities in real estate investing.
 June 2012 View
Finding Growth Opportunities in Technology
Linda Martinson explains Baron’s approach to investing in technology companies.
  May 2012 View
Information Services Drive Businesses
We are finding compelling investment opportunities in information services, where many businesses benefit from significant barriers to entry and high retention rates, which can lead to attractive margins and recurring revenue streams.
  March 2012 View
Buy Low, Go Long, Sell High
Baron President Linda Martinson explains why we believe this is a good time to invest in equities for attractive long-term results.
 February 2012 View
Can You Imagine Life Without the Internet
Internet use is increasingly going mobile and the online marketplace is rapidly expanding. E-commerce, including search, shopping and advertising, is giving rise to exciting new investment opportunities says Baron analyst Ashim Mehra.
 December 2011 View
Industrials Drive Gains in Productivity
Innovation in manufacturing is leading to gains in productivity and efficiency. Companies engaged in electrical equipment, industrial machinery and distribution are leading the way. Baron analysts Rebecca Ellin, David Goldsmith, Randy Gwirtzman and Matt Weiss lead the discussion.
 September 2011 View
For Profit Education Update
Despite continued economic weakness and high unemployment, we think for-profit education remains an attractive long-term investment.
 September 2011 View
Finding Growth in a Mature Industry
Unconventional energy sources and new production technologies point the way to significant long-term growth opportunities, says Jamie Stone, portfolio manager of Baron Energy and Resources Fund.
 June 2011 View
Big Wheels Keep on Turning
Rail and truck freight volumes are growing rapidly says Baron Analyst Matt Weiss in this analysis of the transportation industry.
 March 2011 View