Baron Opportunity Fund portfolio manager Michael Lippert joins 'The Exchange' to discuss tech stocks, and says the reason Apple isn't in his portfolio is because it's a "replacement" company. Subscribe to CNBC PRO for access to investor and analyst insights on tech and more: https://cnb.cx/3dIH56N » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic Turn to CNBC TV for the latest stock market news and analysis.
Baron Opportunity Fund's Michael Lippert on tech stocks and Apple