HF Best Ideas
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Warren AI
Analyses
Companies
Quarterly Letters
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Warren AI
Also pitched by Baron SMID Cap ETF
Guidewire Software, Inc.
GWRE
Axon Enterprise, Inc.
AXON
Samsara Inc.
IOT
Advanced Drainage Systems, Inc.
WMS
Shake Shack Inc.
SHAK
Karman Holdings Inc.
KRMN
Forgent Power Solutions, Inc. — Baron SMID Cap ETF — Jun 2026 · HF Best Ideas
