Mike Lippert
portfolio manager of the Baron Opportunity Fund
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Oct 24, 2023 • 44min
Managing Your Money - AI, EVs, and Other Big Growth Themes
Mike Lippert, portfolio manager of the Baron Opportunity Fund, discusses investing in AI, semiconductors, and electric vehicles. Topics include the impact of AI on industries and winners in the race, Tesla's position in the EV market, and Microsoft's AI potential and Azure results.
