How Value Investing with Sven Carlin, Ph.D.’s view on $BYDDY changed

2026-09-16Bearish
“I looked at the top 12 Car Stocks! Which is the BEST BUY?”
BYD lacks a durable long-term investment thesis due to stalling growth and high downside risk from potential recession.

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.