Ron Baron Still Sucking Up to Musk: What's the Catch?

Ron Baron's Tesla Love: Genius or Just Insane?

Alright, let's get one thing straight: Ron Baron, the billionaire investor, is either a damn genius or completely off his rocker. There's no in-between when you're talking about someone who's got almost half his net worth tied up in Tesla [Ron Baron states Tesla and SpaceX are lifetime investments]. 40%? Seriously? That's not investing; that's a full-blown marriage.

The Cult of Musk

He’s out there comparing Elon Musk to Da Vinci [Ron Baron Optimistic About Elon Musk Achieving Goals Set In New Pay Package, Compares Him To Da Vinci: ‘He Remembers Everything…’]. Da Vinci? The guy who painted the Mona Lisa and designed flying machines centuries before they existed? I mean, Musk is…Musk. He builds electric cars (sometimes they catch fire), shoots rockets into space (sometimes they explode), and tweets out pronouncements at 3 AM. Is that genius, or just a well-funded circus act?

And Baron saying he won't sell his Tesla or SpaceX shares in his lifetime? [Ron Baron states Tesla and SpaceX are lifetime investments] That's not commitment; that's an obsession. What happens if Tesla actually goes belly up? What's his exit strategy then, other than weeping into his piles of cash? I guess it's easy to say that when you've already made $8 billion off a $400 million investment [Ron Baron states Tesla and SpaceX are lifetime investments]. Try making that kind of return with, y'know, actual investments.

The "I'm Never Selling" Lie

Here's the kicker: Baron Funds already sold 30% of their Tesla position due to client pressure [Ron Baron states Tesla and SpaceX are lifetime investments]. But, ofcourse, he "personally refused to trim any of his personal holdings." Give me a break. It's the classic "do as I say, not as I do" routine. He's happy to take his clients' money, but when the going gets tough, he's holding onto his golden goose for dear life.

And the promise he made to his fund's board? That he'd be the last one out of the stock? That he wouldn't sell a single share until his clients sold 100%? [Ron Baron states Tesla and SpaceX are lifetime investments] That's… actually kind of admirable, I guess. But also insane.

The Future is...Electric?

Baron Capital expects returns from Tesla and SpaceX to increase five times in the next 10 years [Ron Baron Optimistic About Elon Musk Achieving Goals Set In New Pay Package, Compares Him To Da Vinci: ‘He Remembers Everything…’]. Five times? In this economy? With the market as volatile as it is? Is he drinking that Musk Kool-Aid, or what?

I mean, maybe he's right. Maybe Tesla will revolutionize transportation, and SpaceX will colonize Mars, and we'll all be driving electric cars and living in space condos by 2035. But let's be real: there's a whole lot of "maybe" in that equation. And relying on one guy—even a "Da Vinci" level genius—to make it all happen? That sounds like a recipe for disaster.

Then again, maybe I'm the crazy one here. Maybe Baron sees something that the rest of us are missing. Maybe he's playing chess while we're all playing checkers. Or maybe he's just got too much money and not enough sense. According to a recent interview, Investor Ron Baron says the tech selloff is an opportunity and he’s never selling personal Tesla stake, further solidifying his position.

Well, That's One Way To Lose a Fortune...

Look, I ain't gonna lie. I respect the hustle. But betting the farm on one guy and two companies? That's not investing; that's gambling. And while it might pay off big time, it could also end in a spectacular, fiery crash.