BYD lacks a durable long-term investment thesis due to stalling growth and high downside risk from potential recession.
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BYD boomed now is stalling a little bit.
We go to BYD. It was nothing. Then it boomed and now it's stabilized there. Full damage coverage for intelligent parking. They are launching their autonomous drive. Sales have been growing. stalled a little bit, but this is perhaps the key from their presentation.
How cars are not cars anymore. Cars are chips now and car companies doing their own chips. Very interesting.
as this was a nice comment Xiaomi free EV car or groundbreaking and superbly designed their AI is very good as well only thing they haven't go is the hardware integration like BYD but mind you they're designing their own chips as well and then we have this BYD's 34,000 SUVs.
Is there anything else I have to say? It is ugly, especially in Europe, but not ugly enough. Give it a recession on top of it and then it will be perhaps really ugly. If we can then nail the survival, you can make some money.
But this is not a long-term positive investing tailwind that Warren Buffett says you can invest in and then even make mistakes.
What this channel has said about $BYDDY
Value Investing with Sven Carlin, Ph.D. has only this one call on this stock.