Laird Bieger's guest appearances

Laird Bieger

Bullseye Brief

Welcome to the Arena

Malcolm Gladwell

Ken Davenport

Jamie Metzl

Charles Schwab

Danielle DiMartino Booth

Mark Sebastian

Bill Fleckenstein

David Robinson

Constance Hunter

Paul Sweeney

Jason Schenker

Thomas Lee

Jeff Hirsch

John Netto

David Gurwitz

OwlTail

The buy-side has analysts that know your industry, so why don't you know the universe of buyers? Asset managers have different strengths and different strategies. Knowing the players will help you find the best investment partner for your business. It also helps to know what they're looking for. On this episode, Laird Bieger, Vice President and Portfolio Manager of the Discovery Fund at Baron Capital, gives us a peek behind the curtain of a successful fund. What makes them confident enough to invest in a business, and how can you position yourself to receive that investment?Highlights: The blessing and the curse of investing in small-cap off-the-radar businesses (7:10) Why the Discovery Fund focuses on specific subsectors (12:00) Why Laird loves talking to middle management when researching a company (13:46) The questions Laird asks to discern a company's growth potential (16:37) What is a "shadow list" (17:53) Why you should be more transparent when things are going poorly (19:30) Why it can be beneficial to be conservative in your guidance estimates (20:52) The importance of a bulletproof balance sheet (22:08) Links:ICR TwitterICR LinkedInICR WebsiteLaird Bieger LinkedInBaron FundsBaron Capital Group LinkedInBaron Funds TwitterMentioned in this EpisodeRaven IndustriesTradeDeskWingstopHydraFacialFloor &amp; DecorTripadvisorSientraFeedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producer, andrew@lowerstreet.co

The buy-side has analysts that know your industry, so why don't you know the universe of buyers? Asset managers have different strengths and different strategies. Knowing the players will help you find the best investment partner for your business. It also helps to know what they're looking for. On this episode, Laird Bieger, Vice President and Portfolio Manager of the Discovery Fund at Baron Capital, gives us a peek behind the curtain of a successful fund. What makes them confident enough to invest in a business, and how can you position yourself to receive that investment?Highlights:<ul> <li>The blessing and the curse of investing in small-cap off-the-radar businesses (7:10)</li> <li>Why the Discovery Fund focuses on specific subsectors (12:00)</li> <li>Why Laird loves talking to middle management when researching a company (13:46)</li> <li>The questions Laird asks to discern a company's growth potential (16:37)</li> <li>What is a "shadow list" (17:53)</li> <li>Why you should be more transparent when things are going poorly (19:30)</li> <li>Why it can be beneficial to be conservative in your guidance estimates (20:52)</li> <li>The importance of a bulletproof balance sheet (22:08)</li> </ul>Links:<a href="https://twitter.com/icrpr?lang=en" rel="nofollow" target="_blank">ICR Twitter</a><a href="https://www.linkedin.com/company/icr/" rel="nofollow" target="_blank">ICR LinkedIn</a><a href="http://icrinc.com" rel="nofollow" target="_blank">ICR Website</a><a href="https://www.linkedin.com/in/laird-bieger-89b0186" rel="nofollow" target="_blank">Laird Bieger LinkedIn</a><a href="https://www.baronfunds.com/" rel="nofollow" target="_blank">Baron Funds</a><a href="https://www.linkedin.com/company/baron-capital" rel="nofollow" target="_blank">Baron Capital Group LinkedIn</a><a href="https://twitter.com/baronfunds?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="nofollow" target="_blank">Baron Funds Twitter</a>Mentioned in this Episode<a href="https://ravenind.com/" rel="nofollow" target="_blank">Raven Industries</a><a href="https://www.thetradedesk.com/" rel="nofollow" target="_blank">TradeDesk</a><a href="https://www.wingstop.com/" rel="nofollow" target="_blank">Wingstop</a><a href="https://hydrafacial.com/" rel="nofollow" target="_blank">HydraFacial</a><a href="https://www.flooranddecor.com/" rel="nofollow" target="_blank">Floor &amp; Decor</a><a href="https://www.tripadvisor.com/" rel="nofollow" target="_blank">Tripadvisor</a><a href="https://sientra.com/" rel="nofollow" target="_blank">Sientra</a> Feedback:If you have questions about the show or topics you'd like discussed in future episodes, email our producer, <a href="mailto:andrew@lowerstreet.co">andrew@lowerstreet.co</a>

Laird Bieger, Baron Capital Group — Eyes on the Buys: What the Buy-Side Looks for When Investing

Baron Discovery Fund

Randy Gwirtzman

Attention Stock Pickers: Today we’re talking high-growth, small-cap stocks with Laird Bieger and Randy Gwirtzman of the Baron Discovery Fund. They’re up significantly this year and share some their favorite picks.

Attention Stock Pickers: Today we’re talking high-growth, small-cap stocks with Laird Bieger and Randy Gwirtzman of the Baron Discovery Fund. They’re up significantly this year and share some their favorite picks.

Small Cap Stock Picking with Top-Rated Mangers Randy Gwirtzman and Laird Bieger of the Baron Discovery Fund