美國傳奇投資人Baron：即使特斯拉大跌也不賣個人持股

Ron, quickly, you sold more Tesla stock in the second quarter of last year. About 17,000 stocks, 18,000 stocks This is the second time I think of you selling stocks. I remember you joining us in March 2021. You sold similar proportions You said you didn't dislike Tesla. But your position is too big. Is this the same story from your second season? The same story in the second quarter, we sold more than 5% of the shares last month. I think we sold about 20 to 30 percent of the stock. From 2014 to 2016 I have no body to sell. So everyone has to face certain clients. My criticism of my clients. How big is their position? If their position becomes large Now Tesla's stock is 30% of the stock I think it is the stock of the Balun partner. 12% is the company's stock SpaceX stock is 9% It's about 20% of the stock. So it's a structured stock. What's interesting is that Bloomberg's QQQ says There are only two partner stocks in the United States. In the past 15 years, I have won 2600 QQQ The shares of the Balun partner are the first. Balun partner's stock is the second The remaining 2600 are not available. So we have investors and partners in the stock. When their position becomes great. For example, Tesla's stock The investor's stock is $11-12 They will ask. How can you own such a large stock? I gave an example. We bought $14-16 worth of stock. None of its shares. I told them I will not buy these stocks again. But I have to buy these stocks I don't have any investment opportunities. The rest of the stock I have invested. But if you let me do it I said no. I'll let Barron partner's stock become stronger I will buy them. Not for me. In addition to this I will be the last investor. I would not sell a stock. Until I sell all my shares to my clients. This is what I do Even if we sell. Maybe half of the stock goes to customers. I didn't sell a stock to myself either. What do you think of the EV transition? Or American or national government. Whether it has an impact Does it have anything to do with Tesla? Because there are many other problems When you reach a certain level Nobody can compete. The Chinese feel There is only one contestant. Yes, there is only one competitor. Unless you're a car collector. If I was a high school car Collection up. That would be It's a Model T. 不是 It was a Triumph. That was a joke. Because that's what 19 1964 Yes, that was 1964. It's a red one. I am a lifesaver. I hurt myself. I have a disease for 600 hours. It took me 600 hours. My father took me to New York. I bought a red Triumph. You are also a lifesaver. Do you know this Corn Pop friend? Who? It was a Biden joke. I was a lifesaver. I work in the emergency room. I work 9 to 5 days Be a lifesaver 11 to 7 days in the emergency room.