Why I doubled down on BYD, despite being -20% YTD
As a long-term energy transformation investor, road transport electrification is a key portfolio theme. We are still in the early stages of a global EV megatrend.
So it was time for a deep-dive on whether BYD is a solid long-term investment...
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stromepartners.com
The Battery Revolution Part 2: Mobile Batteries (EVs) - The Rise, Fall and Redemption of BYD — Strome Partners
The global EV revolution is inevitable, but is only just getting started. Analysis of BYD's growth strategy to pivot from domestic champion to global EV behemoth.
