Topic

Software Investing

Latest viewpoints

Depressed software valuations have created buying opportunities

Baron says his fund has increased its software exposure after significant share-price declines, believing selected companies have become inexpensive enough to justify aggressive buying.

Ron Baron Software Investing Source at 49:58

Some software companies may benefit from AI adoption

Baron rejects the thesis that all incumbent software companies will be displaced by AI, arguing that selected software providers can grow by helping customers understand and implement AI.

Ron Baron Software Investing Source at 52:33

Leaders

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