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Ramusg

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- RamusgRamusg
  ·08-07
  my pick DBS(DBS05.SI)$
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- RamusgRamusg
  ·06-29
  Circles and PLTR. I should have early this year.Atleast small qty.
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- RamusgRamusg
  ·04-06
  Great article, would you like to share it?
  Warren Buffett's bet on BYD keeps paying off as Tesla car sales plunge
  Berkshire Hathaway backed up the truck for shares of the Chinese EV maker. It's been a turbocharged ride.An obscure battery-maker has become one of the world's fiercest EV giants - and a perfect fit for Buffett's Berkshire Hathaway.Warren Buffett doesn't place bets - he makes investments. Big difference. Betting is what tourists do in Vegas. Investing?That's for grown-ups. Years ago, Buffett backed a Chinese electric-vehicle manufacturer you've probably never heard of, and now they're juicing batteries faster than you can pick a Netflix series to watch.Meanwhile, Tesla charges around $15,000 - or a $199 monthly subscription - for its Full Self-Driving software, currently stalled by Chinese regulators. While Musk fans wait, Wang's customers are already on the road, assisted and stress-free. This isn't luxury - it's com
  Warren Buffett's bet on BYD keeps paying off as Tesla car sales plunge
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pick DBS(DBS05.SI)$","listText":"my pick DBS(DBS05.SI)$","text":"my pick DBS(DBS05.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464939274183424","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451256487235760,"gmtCreate":1751156648698,"gmtModify":1751156884319,"author":{"id":"4159572584304932","authorId":"4159572584304932","name":"Ramusg","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159572584304932","idStr":"4159572584304932"},"themes":[],"htmlText":"Circles and PLTR. I should have early this year.Atleast small qty.","listText":"Circles and PLTR. I should have early this year.Atleast small qty.","text":"Circles and PLTR. I should have early this year.Atleast small qty.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451256487235760","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421505546473904,"gmtCreate":1743937650615,"gmtModify":1743940327279,"author":{"id":"4159572584304932","authorId":"4159572584304932","name":"Ramusg","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4159572584304932","idStr":"4159572584304932"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421505546473904","repostId":"2525526741","repostType":2,"repost":{"id":"2525526741","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1743900840,"share":"https://ttm.financial/m/news/2525526741?lang=en_US&edition=fundamental","pubTime":"2025-04-06 08:54","market":"us","language":"en","title":"Warren Buffett's bet on BYD keeps paying off as Tesla car sales plunge","url":"https://stock-news.laohu8.com/highlight/detail?id=2525526741","media":"Dow Jones","summary":"Berkshire Hathaway backed up the truck for shares of the Chinese EV maker. It's been a turbocharged ride.An obscure battery-maker has become one of the world's fiercest EV giants - and a perfect fit for Buffett's Berkshire Hathaway.Warren Buffett doesn't place bets - he makes investments. Big difference. Betting is what tourists do in Vegas. Investing?That's for grown-ups. Years ago, Buffett backed a Chinese electric-vehicle manufacturer you've probably never heard of, and now they're juicing batteries faster than you can pick a Netflix series to watch.Meanwhile, Tesla charges around $15,000 - or a $199 monthly subscription - for its Full Self-Driving software, currently stalled by Chinese regulators. While Musk fans wait, Wang's customers are already on the road, assisted and stress-free. This isn't luxury - it's com","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Warren Buffett's bet on BYD keeps paying off as Tesla car sales plunge\n</p>\n<p>\n  By Charlie Garcia \n</p>\n<p>\n     Berkshire Hathaway backed up the truck for shares of the Chinese EV maker. It's been a turbocharged ride. \n</p>\n<p>\n     An obscure battery-maker has become one of the world's fiercest EV giants - and a perfect fit for Buffett's Berkshire Hathaway. \n</p>\n<p>\n     Warren Buffett doesn't place bets - he makes investments. Big difference. Betting is what tourists do in Vegas. Investing? That's for grown-ups. Years ago, Buffett backed a Chinese electric-vehicle manufacturer you've probably never heard of, and now they're juicing batteries faster than you can pick a Netflix series to watch. \n</p>\n<p>\n     If that sounds improbable, remember: Buffett saw this coming back in September 2008. Berkshire Hathaway quietly bought 225 million shares of BYD (CN:002594) (HK:1211) (BYDDY) back then for about $230 million - almost 10% of the company. Fast-forward to today, and Berkshire's stake is worth an estimated $6 billion to $8 billion - roughly 25 to 30 times its original investment. That's no lucky break; it's the Oracle of Omaha at his finest. \n</p>\n<p>\n     In late March, BYD surpassed Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> in quarterly automotive revenue for the first time. This was no symbolic flourish, but an outright coup. This isn't a case of catching up. It's charging ahead. Buffett, meanwhile, recently reiterated his enthusiasm for BYD at Berkshire's 2024 annual meeting: \"Charlie [Munger] twice pounded the table ... and said, 'Buy BYD.' He was right - big time.\" \n</p>\n<p>\n     But Buffett isn't all nostalgia and victory laps. After BYD's meteoric rise, Berkshire has been trimming its position since 2022, quietly sliding below 5% ownership by mid-2024. This isn't a broken romance. It's Buffett's textbook discipline. You don't cling to every winner forever - you lock in profits when the world finally sees what you've known all along. \n</p>\n<p>\n     That's not gambling. That's genius. \n</p>\n<p>\n     BYD hasn't simply improved batteries. The company has erased the last psychological roadblock between average drivers and electric adoption. People don't obsess over engineering; they obsess over convenience. Buffett understands human psychology better than most psychologists. \n</p>\n<p>\n     BYD's autonomous driving system comes standard on its vehicles. Tesla's does not. \n</p>\n<p>\n     But BYD's battery? Consider that the first act. \n</p>\n<p>\n     Enter Wang Chuanfu - China's Elon Musk, minus the social-media habit. Wang turned an obscure battery-maker into one of the planet's fiercest EV giants. Earlier this year, BYD launched \"God's Eye,\" an autonomous-driving system straight out of sci-fi. And here's the kicker - it comes standard, even on their $9,500 Seagull hatchback. \n</p>\n<p>\n     Meanwhile, Tesla charges around $15,000 - or a $199 monthly subscription - for its Full Self-Driving software, currently stalled by Chinese regulators. While Musk fans wait, Wang's customers are already on the road, assisted and stress-free. This isn't luxury - it's common sense. Available today, not \"coming soon.\" \n</p>\n<p>\n     BYD briefly faced pushback for bundling autonomous tech as a standard feature - critics worried it raised unrealistic safety expectations. But BYD quickly clarified their tech is driver-assistive, not fully autonomous. Panic defused and skepticism turned into consumer confidence overnight. \n</p>\n<p>\n     How does BYD do it? Two words: vertical integration. BYD controls every part of its supply chain. \n</p>\n<p>\n     How does BYD do it? Two words: vertical integration. From batteries to semiconductors to motors - even lithium mines themselves - BYD controls every part of its supply chain. Competitors beg suppliers for parts while BYD calmly flips switches in its own factories. In business terms, that's not a competitive edge - it's a nuclear advantage. \n</p>\n<p>\n     This vertical integration isn't merely operational brilliance - it's a bulletproof economic moat. Controlling lithium mines, battery production and semiconductor manufacturing insulates BYD from supplier price spikes, geopolitical upheaval, and supply-chain chaos. Combine that with disciplined financial management, solid cash flow and conservative debt - exactly the fiscal rigor Buffett demands - and you've got a perfect Buffett-style investment. \n</p>\n<p>\n     Then there's BYD's revolutionary Blade Battery - not just the safest EV battery tested but practically indestructible. In 2023, BYD cracked the global top 10  automakers. By 2024, it had jumped to sixth, breathing down Tesla's neck. \n</p>\n<p>\n     Margins matter too. BYD's gross margins of 20.6% don't just outpace Tesla; they surpass BMW (XE:BMW), Mercedes-Benz (XE:MBG), and Toyota (JP:7203) <a href=\"https://laohu8.com/S/TM\">$(TM)$</a>. Yet BYD's market cap sits at just one-fifth of Tesla's, despite nearly taking the global EV sales crown. \n</p>\n<p>\n     Chinese drivers aren't merely switching to electric - they're choosing smarter, safer, cheaper and faster vehicles. \n</p>\n<p>\n     Tesla is losing that race. In January, Tesla's China sales slipped 11%; BYD's surged 48%. That's not a blip - it's a seismic shift. \n</p>\n<p>\n     Tesla's troubles in China, Tesla's second-largest market, haven't improved. Newly released data from the China Passenger Car Association show that Tesla's first-quarter sales in China fell 22% from a year ago, while overall sales of new-energy vehicles to Chinese buyers rose about 46%. In March alone, Tesla sales in China of 78,828 EVs was down 11.5% from a year ago, while new-energy vehicle sales in China rose 37%. \n</p>\n<p>\n     Read: Tesla's deliveries were even worse than feared, and the stock is sinking \n</p>\n<p>\n     Tesla's regulatory headaches in China aren't roadblocks - they're open doors for BYD to consolidate its leading market share. \n</p>\n<p>\n     Of course, investors must consider geopolitical tensions between the U.S. and China. Tariffs, regulations and diplomatic risks are very real. But for diversified investors, BYD provides a strategic hedge - exposure to high-growth markets backed by a Chinese government firmly committed to leading the global EV revolution. If your portfolio leans too heavily American, BYD is solid diversification. \n</p>\n<p>\n     This month, BYD raised $5.6 billion in Hong Kong - the second-largest flash equity sale ever in the region and the largest automotive financing in a decade. The company is using that capital to build a lead that competitors may never match. \n</p>\n<p>\n     Tesla's regulatory headaches in China aren't roadblocks - they're open doors for BYD to consolidate its leading market share. Last month, BYD shares soared to record highs as investors finally saw clearly what Buffett spotted years ago and Wang Chuanfu built piece by piece. \n</p>\n<p>\n     There are 60,000 publicly traded companies worldwide. America doesn't have a monopoly on brilliance or profit. Buffett knew this long before most investors, betting that BYD would become something special. Wang Chuanfu made that vision a reality. \n</p>\n<p>\n     Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. Garcia does not own shares in any of the companies mentioned in this article. \n</p>\n<p>\n     More: BYD will beat Tesla two ways this quarter \n</p>\n<p>\n     Also read: Tesla and Elon Musk are in the eye of a storm. Will first-quarter deliveries provide some relief? \n</p>\n<p>\n     -Charlie Garcia \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 05, 2025 20:54 ET (00:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett's bet on BYD keeps paying off as Tesla car sales plunge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett's bet on BYD keeps paying off as Tesla car sales plunge\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-04-06 08:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Warren Buffett's bet on BYD keeps paying off as Tesla car sales plunge\n</p>\n<p>\n  By Charlie Garcia \n</p>\n<p>\n     Berkshire Hathaway backed up the truck for shares of the Chinese EV maker. It's been a turbocharged ride. \n</p>\n<p>\n     An obscure battery-maker has become one of the world's fiercest EV giants - and a perfect fit for Buffett's Berkshire Hathaway. \n</p>\n<p>\n     Warren Buffett doesn't place bets - he makes investments. Big difference. Betting is what tourists do in Vegas. Investing? That's for grown-ups. Years ago, Buffett backed a Chinese electric-vehicle manufacturer you've probably never heard of, and now they're juicing batteries faster than you can pick a Netflix series to watch. \n</p>\n<p>\n     If that sounds improbable, remember: Buffett saw this coming back in September 2008. Berkshire Hathaway quietly bought 225 million shares of BYD (CN:002594) (HK:1211) (BYDDY) back then for about $230 million - almost 10% of the company. Fast-forward to today, and Berkshire's stake is worth an estimated $6 billion to $8 billion - roughly 25 to 30 times its original investment. That's no lucky break; it's the Oracle of Omaha at his finest. \n</p>\n<p>\n     In late March, BYD surpassed Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> in quarterly automotive revenue for the first time. This was no symbolic flourish, but an outright coup. This isn't a case of catching up. It's charging ahead. Buffett, meanwhile, recently reiterated his enthusiasm for BYD at Berkshire's 2024 annual meeting: \"Charlie [Munger] twice pounded the table ... and said, 'Buy BYD.' He was right - big time.\" \n</p>\n<p>\n     But Buffett isn't all nostalgia and victory laps. After BYD's meteoric rise, Berkshire has been trimming its position since 2022, quietly sliding below 5% ownership by mid-2024. This isn't a broken romance. It's Buffett's textbook discipline. You don't cling to every winner forever - you lock in profits when the world finally sees what you've known all along. \n</p>\n<p>\n     That's not gambling. That's genius. \n</p>\n<p>\n     BYD hasn't simply improved batteries. The company has erased the last psychological roadblock between average drivers and electric adoption. People don't obsess over engineering; they obsess over convenience. Buffett understands human psychology better than most psychologists. \n</p>\n<p>\n     BYD's autonomous driving system comes standard on its vehicles. Tesla's does not. \n</p>\n<p>\n     But BYD's battery? Consider that the first act. \n</p>\n<p>\n     Enter Wang Chuanfu - China's Elon Musk, minus the social-media habit. Wang turned an obscure battery-maker into one of the planet's fiercest EV giants. Earlier this year, BYD launched \"God's Eye,\" an autonomous-driving system straight out of sci-fi. And here's the kicker - it comes standard, even on their $9,500 Seagull hatchback. \n</p>\n<p>\n     Meanwhile, Tesla charges around $15,000 - or a $199 monthly subscription - for its Full Self-Driving software, currently stalled by Chinese regulators. While Musk fans wait, Wang's customers are already on the road, assisted and stress-free. This isn't luxury - it's common sense. Available today, not \"coming soon.\" \n</p>\n<p>\n     BYD briefly faced pushback for bundling autonomous tech as a standard feature - critics worried it raised unrealistic safety expectations. But BYD quickly clarified their tech is driver-assistive, not fully autonomous. Panic defused and skepticism turned into consumer confidence overnight. \n</p>\n<p>\n     How does BYD do it? Two words: vertical integration. BYD controls every part of its supply chain. \n</p>\n<p>\n     How does BYD do it? Two words: vertical integration. From batteries to semiconductors to motors - even lithium mines themselves - BYD controls every part of its supply chain. Competitors beg suppliers for parts while BYD calmly flips switches in its own factories. In business terms, that's not a competitive edge - it's a nuclear advantage. \n</p>\n<p>\n     This vertical integration isn't merely operational brilliance - it's a bulletproof economic moat. Controlling lithium mines, battery production and semiconductor manufacturing insulates BYD from supplier price spikes, geopolitical upheaval, and supply-chain chaos. Combine that with disciplined financial management, solid cash flow and conservative debt - exactly the fiscal rigor Buffett demands - and you've got a perfect Buffett-style investment. \n</p>\n<p>\n     Then there's BYD's revolutionary Blade Battery - not just the safest EV battery tested but practically indestructible. In 2023, BYD cracked the global top 10  automakers. By 2024, it had jumped to sixth, breathing down Tesla's neck. \n</p>\n<p>\n     Margins matter too. BYD's gross margins of 20.6% don't just outpace Tesla; they surpass BMW (XE:BMW), Mercedes-Benz (XE:MBG), and Toyota (JP:7203) <a href=\"https://laohu8.com/S/TM\">$(TM)$</a>. Yet BYD's market cap sits at just one-fifth of Tesla's, despite nearly taking the global EV sales crown. \n</p>\n<p>\n     Chinese drivers aren't merely switching to electric - they're choosing smarter, safer, cheaper and faster vehicles. \n</p>\n<p>\n     Tesla is losing that race. In January, Tesla's China sales slipped 11%; BYD's surged 48%. That's not a blip - it's a seismic shift. \n</p>\n<p>\n     Tesla's troubles in China, Tesla's second-largest market, haven't improved. Newly released data from the China Passenger Car Association show that Tesla's first-quarter sales in China fell 22% from a year ago, while overall sales of new-energy vehicles to Chinese buyers rose about 46%. In March alone, Tesla sales in China of 78,828 EVs was down 11.5% from a year ago, while new-energy vehicle sales in China rose 37%. \n</p>\n<p>\n     Read: Tesla's deliveries were even worse than feared, and the stock is sinking \n</p>\n<p>\n     Tesla's regulatory headaches in China aren't roadblocks - they're open doors for BYD to consolidate its leading market share. \n</p>\n<p>\n     Of course, investors must consider geopolitical tensions between the U.S. and China. Tariffs, regulations and diplomatic risks are very real. But for diversified investors, BYD provides a strategic hedge - exposure to high-growth markets backed by a Chinese government firmly committed to leading the global EV revolution. If your portfolio leans too heavily American, BYD is solid diversification. \n</p>\n<p>\n     This month, BYD raised $5.6 billion in Hong Kong - the second-largest flash equity sale ever in the region and the largest automotive financing in a decade. The company is using that capital to build a lead that competitors may never match. \n</p>\n<p>\n     Tesla's regulatory headaches in China aren't roadblocks - they're open doors for BYD to consolidate its leading market share. Last month, BYD shares soared to record highs as investors finally saw clearly what Buffett spotted years ago and Wang Chuanfu built piece by piece. \n</p>\n<p>\n     There are 60,000 publicly traded companies worldwide. America doesn't have a monopoly on brilliance or profit. Buffett knew this long before most investors, betting that BYD would become something special. Wang Chuanfu made that vision a reality. \n</p>\n<p>\n     Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. Garcia does not own shares in any of the companies mentioned in this article. \n</p>\n<p>\n     More: BYD will beat Tesla two ways this quarter \n</p>\n<p>\n     Also read: Tesla and Elon Musk are in the eye of a storm. Will first-quarter deliveries provide some relief? \n</p>\n<p>\n     -Charlie Garcia \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 05, 2025 20:54 ET (00:54 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525526741","content_text":"MW Warren Buffett's bet on BYD keeps paying off as Tesla car sales plunge\n\n\n  By Charlie Garcia \n\n\n     Berkshire Hathaway backed up the truck for shares of the Chinese EV maker. It's been a turbocharged ride. \n\n\n     An obscure battery-maker has become one of the world's fiercest EV giants - and a perfect fit for Buffett's Berkshire Hathaway. \n\n\n     Warren Buffett doesn't place bets - he makes investments. Big difference. Betting is what tourists do in Vegas. Investing? That's for grown-ups. Years ago, Buffett backed a Chinese electric-vehicle manufacturer you've probably never heard of, and now they're juicing batteries faster than you can pick a Netflix series to watch. \n\n\n     If that sounds improbable, remember: Buffett saw this coming back in September 2008. Berkshire Hathaway quietly bought 225 million shares of BYD (CN:002594) (HK:1211) (BYDDY) back then for about $230 million - almost 10% of the company. Fast-forward to today, and Berkshire's stake is worth an estimated $6 billion to $8 billion - roughly 25 to 30 times its original investment. That's no lucky break; it's the Oracle of Omaha at his finest. \n\n\n     In late March, BYD surpassed Tesla $(TSLA)$ in quarterly automotive revenue for the first time. This was no symbolic flourish, but an outright coup. This isn't a case of catching up. It's charging ahead. Buffett, meanwhile, recently reiterated his enthusiasm for BYD at Berkshire's 2024 annual meeting: \"Charlie [Munger] twice pounded the table ... and said, 'Buy BYD.' He was right - big time.\" \n\n\n     But Buffett isn't all nostalgia and victory laps. After BYD's meteoric rise, Berkshire has been trimming its position since 2022, quietly sliding below 5% ownership by mid-2024. This isn't a broken romance. It's Buffett's textbook discipline. You don't cling to every winner forever - you lock in profits when the world finally sees what you've known all along. \n\n\n     That's not gambling. That's genius. \n\n\n     BYD hasn't simply improved batteries. The company has erased the last psychological roadblock between average drivers and electric adoption. People don't obsess over engineering; they obsess over convenience. Buffett understands human psychology better than most psychologists. \n\n\n     BYD's autonomous driving system comes standard on its vehicles. Tesla's does not. \n\n\n     But BYD's battery? Consider that the first act. \n\n\n     Enter Wang Chuanfu - China's Elon Musk, minus the social-media habit. Wang turned an obscure battery-maker into one of the planet's fiercest EV giants. Earlier this year, BYD launched \"God's Eye,\" an autonomous-driving system straight out of sci-fi. And here's the kicker - it comes standard, even on their $9,500 Seagull hatchback. \n\n\n     Meanwhile, Tesla charges around $15,000 - or a $199 monthly subscription - for its Full Self-Driving software, currently stalled by Chinese regulators. While Musk fans wait, Wang's customers are already on the road, assisted and stress-free. This isn't luxury - it's common sense. Available today, not \"coming soon.\" \n\n\n     BYD briefly faced pushback for bundling autonomous tech as a standard feature - critics worried it raised unrealistic safety expectations. But BYD quickly clarified their tech is driver-assistive, not fully autonomous. Panic defused and skepticism turned into consumer confidence overnight. \n\n\n     How does BYD do it? Two words: vertical integration. BYD controls every part of its supply chain. \n\n\n     How does BYD do it? Two words: vertical integration. From batteries to semiconductors to motors - even lithium mines themselves - BYD controls every part of its supply chain. Competitors beg suppliers for parts while BYD calmly flips switches in its own factories. In business terms, that's not a competitive edge - it's a nuclear advantage. \n\n\n     This vertical integration isn't merely operational brilliance - it's a bulletproof economic moat. Controlling lithium mines, battery production and semiconductor manufacturing insulates BYD from supplier price spikes, geopolitical upheaval, and supply-chain chaos. Combine that with disciplined financial management, solid cash flow and conservative debt - exactly the fiscal rigor Buffett demands - and you've got a perfect Buffett-style investment. \n\n\n     Then there's BYD's revolutionary Blade Battery - not just the safest EV battery tested but practically indestructible. In 2023, BYD cracked the global top 10  automakers. By 2024, it had jumped to sixth, breathing down Tesla's neck. \n\n\n     Margins matter too. BYD's gross margins of 20.6% don't just outpace Tesla; they surpass BMW (XE:BMW), Mercedes-Benz (XE:MBG), and Toyota (JP:7203) $(TM)$. Yet BYD's market cap sits at just one-fifth of Tesla's, despite nearly taking the global EV sales crown. \n\n\n     Chinese drivers aren't merely switching to electric - they're choosing smarter, safer, cheaper and faster vehicles. \n\n\n     Tesla is losing that race. In January, Tesla's China sales slipped 11%; BYD's surged 48%. That's not a blip - it's a seismic shift. \n\n\n     Tesla's troubles in China, Tesla's second-largest market, haven't improved. Newly released data from the China Passenger Car Association show that Tesla's first-quarter sales in China fell 22% from a year ago, while overall sales of new-energy vehicles to Chinese buyers rose about 46%. In March alone, Tesla sales in China of 78,828 EVs was down 11.5% from a year ago, while new-energy vehicle sales in China rose 37%. \n\n\n     Read: Tesla's deliveries were even worse than feared, and the stock is sinking \n\n\n     Tesla's regulatory headaches in China aren't roadblocks - they're open doors for BYD to consolidate its leading market share. \n\n\n     Of course, investors must consider geopolitical tensions between the U.S. and China. Tariffs, regulations and diplomatic risks are very real. But for diversified investors, BYD provides a strategic hedge - exposure to high-growth markets backed by a Chinese government firmly committed to leading the global EV revolution. If your portfolio leans too heavily American, BYD is solid diversification. \n\n\n     This month, BYD raised $5.6 billion in Hong Kong - the second-largest flash equity sale ever in the region and the largest automotive financing in a decade. The company is using that capital to build a lead that competitors may never match. \n\n\n     Tesla's regulatory headaches in China aren't roadblocks - they're open doors for BYD to consolidate its leading market share. Last month, BYD shares soared to record highs as investors finally saw clearly what Buffett spotted years ago and Wang Chuanfu built piece by piece. \n\n\n     There are 60,000 publicly traded companies worldwide. America doesn't have a monopoly on brilliance or profit. Buffett knew this long before most investors, betting that BYD would become something special. Wang Chuanfu made that vision a reality. \n\n\n     Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. Garcia does not own shares in any of the companies mentioned in this article. \n\n\n     More: BYD will beat Tesla two ways this quarter \n\n\n     Also read: Tesla and Elon Musk are in the eye of a storm. Will first-quarter deliveries provide some relief? \n\n\n     -Charlie Garcia \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 05, 2025 20:54 ET (00:54 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}