Letters by company

MSCI Inc.

1 letter discussing MSCI. Everything written about it on this site is on its ticker page.

Baron Funds Letter from Ron Ron Baron argues that exceptional long-term outcomes require accepting risk behind visionary management. He defends MSCI’s investment in private-market data, recounts Baron Capital’s Tesla conviction, and calls SpaceX its most compelling holding because of its launch, connectivity, and AI opportunities. JUNE 30, 2026 SPCX $2.1TTSLA $1.5TMSCI $41B