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Barron's Opportunity Fund - BIOPX

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edited 10:06AM in Fund Discussions
Interview with Micheal Lippert, head of Baron Capital Technology Research, and manager of BIOPX, Baron Opportunity Fund:





Stocks Discussed:

NVIDIA (NVDA)
Advanced Micro Devices, Inc. (AMD)
Taiwan Semiconductor Manufacturing Company Limited (TSM)
Guidewire Software, Inc. (GWRE)
Samsara Inc. (IOT)
Cloudflare, Inc. (NET)
Snowflake Inc. (SNOW)
Spotify Technology S.A. (SPOT)
Argenx SE ADR (ARGX)
Netskope, Inc. (NTSK)
Cisco Systems (CSCO)
Shopify Inc. (SHOP)

Minafi Results:

There are better fund choices out there in this space:

Similar Funds/Better Choices:

https://minafi.com/funds/biopx/similar
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