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Stock impact report

Baron Discovery Fund Q4 2025 Shareholder Letter [Seeking Alpha]

Exact Sciences Corporation (EXAS) 
Last exact sciences corporation earnings: 2/11 04:05 pm Check Earnings Report
Company Research Source: Seeking Alpha
In the fourth quarter of 2025, the Fund returned 0.19%, trailing the Russell 2000 Growth Index by 1.03%. We added to the position in Exact Sciences Corporation in 2025 at average prices of about $51. We recently initiated a position in Casella Waste Systems, Inc., the fifth largest waste management and recycling company in North America. JFrog Ltd. trailing-12-month free cash flow margins have more than doubled over the last two years, reaching 28% in the most recent quarter. ClaudioVentrella/iStock via Getty Images Dear Baron Discovery Fund Shareholder, The fear of machines turning evil is [a] red herring. The real worry isn't malevolence, but competence. A super-intelligent AI is by definition very good at attaining its goals, whatever they may be, so we need to ensure that its goals are aligned with ours... If we cede our position as smartest on our planet, it's possible that we might also cede control.- Life 3.0: Being Human in the Age of Artificial Intelligence , Max Show less Read more
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