Chinese company
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 19, 2024 by Sam Lessin · across every show →
Everything said about Chinese company, oldest first
Apr 19, 2024 bearish
Lessin: BYD surpassing Tesla eliminates its structural valuation premium
“They're not the biggest shipping EV company in the world anymore. It's that Chinese company. Everyone has EVs. That kind of like structural advantage that makes them dramatically more valuable or differentiated from car companies is gone.”