This isn't a question, but more of a thank you-note. Your channel inspired me to take control of my own finances. I used to be in heavy debt, and also deep into my addictions. Your channel gave me confidence that I could do fundamental analysis, and take control over my finances. That was the first step to me improving many aspects of my life. I am now debt free, 9 months clean and I have 5X'd my money in just a few years Edit: I hope this wasn't a weird comment to leave on a finance channel. I have autism so excuse my social skills
No need to apologize, that’s a very kind comment. We’re honestly honored to hear that our channel had such an impact on you. Happy to hear you’ve been turning things around. And please note that you were incredibly fortunate to have such great returns in such a short time. This is not typical or expected. Make sure you’re not taking on too much risk! Thank you again for the kind words. It’s comments like this that really make our day.
Joe P here. Had to comment on this one. Firstly, congratulations on being 9 months clean. That's the single most important thing to get under control. It's something ONLY YOU can manage. People preaching at you, complaining, giving you "advice," that means very little. You need to decide to get sober, then you need encouragement. GREAT JOB! Now stay clean and occupy that free time with doing things you enjoy. They say addiction is when the things you love in life narrow, and living a fulfilling life is when they expand. I couldn't be happier to hear we helped push you in that right direction. No need to apologize for having social skills you perceive as deficient. Don't worry too much about what others think. Just focus on you. Now as for those 5X returns ;) You're clearly taking some risk there. Manage it. Take 3/4 of those returns and make sure they're diversified. And most importantly, stay sober man! We're all rooting for you.
Thank you. Waiting for the next BYD video. There are reports on Russian internet that sells of Chinese cars are dropping significantly. Worth to verify. All the best.
We probably won’t do another BYD video as we have quite the queue right now, but we did write a follow-up article on the topic. Haven’t heard anything about those rumors, but yes the costs of EVs are falling and should continue to fall with advances in battery tech. -Wyatt C.
I think the biggest issue is western society still seeing everything chinese as Cheap and low quality . Until that narrative changes and we get great quality for a great price , chinese companies are always a risk . ( Unless they are less reliant on foreign sales )
You're spot on. As risk averse investors, we've been avoiding Chinese stocks for a while, but we're not seeing any showstoppers for BYD. And we tend to see global diversification of revenues as a positive thing rather than a negative.
Halt. It has more to do with ideology & power. If money is in a Chinese company it CANT be in a western company. If money is in a Chinese company it fuels the economy of China. The power in the west does not like to share as no power does. The idea that merit is somehow tied to valuation is a myth. It's 100 percent about the power of the state through economic & military means. The end.
We noted that in our follow-up piece on BYD on our website. They at least seem open to the idea and have hired a team of engineers to work on automation. Link to our article here: www.nanalyze.com/2024/01/invest-largest-producer-of-evs/
Very trustworthy content, you are creating for us - big thanks! Why chosing the OEM when going for broader supplier like Indie Semiconductor? Maybe you can give some color to this stock in the future. All the best.
We haven’t looked into Indie enough to make a fair judgement on it, but we invest in leaders so it would likely be out of the running. We’ve covered Wolfspeed a fair amount and have it listed as a stock we “like” which means we’d consider owning the stock, but don’t currently own it. Thanks for the kind words!
Great Job, NIO/Lenovo !!! From EP9 the world's fastest fully autonomous EV to ET9 with suspension better than Maybach. And all with swappable battery and has battery swapping stations all over the world, much faster than charging, as fast as filling gasoline!
BYD could definitely use to take some notes on autonomy from NIO, but where BYD shines is their low price point. That’s one aspect we’re attracted to as it plays a huge part in total cost of ownership. NIO stock trades using a VIE structure so that was something we couldn’t look past, better autonomy or not. NIO does make a beautiful car, can’t deny that. -Wyatt C.
Joe I have often wonder the Difference in $Byddf and $Byddy .... does the Byddy you can sell options on and Byddf you cant ? Y is normally double the price of F ... Can you PLEASE Answer ... Thank you!
Great question. The Y shares are ADRs (American Depository Receipts) and tend to have higher liquidity for U.S. investors. The F shares are foreign ordinary shares and tend to have larger spreads (the amount between the bid and ask). Between the two, we've always favored the ADRs, or the "Y" version. However, we buy foreign stocks directly on the foreign exchanges with their native currency through Interactive Brokers.
We looked at them briefly in a recent article on Mobileye. I believe Geely was a customer of their "SuperVision" product. Haven't done enough research to say much on the company.
Good point! U.S. automakers also concluded that EVs aren't ready for mainstream per a recent article by CNBC. Perhaps the key to getting adoption to "pull" rather than "push" is to get the price of purchase way way down which is what the Chinese have managed to do.
If people didn't look at the stock price and just compared the Model 3 to the ET5 or ET5T it's honestly the better car. I love Tesla but NIO wins for the better car. When you look at the stock that's another story.
We agree there's a lot of risks associated with most Chinese stocks. However, we like the idea of getting exposure to one of the world's largest economies. It's why we're still vetting BYD and other Chinese EV companies.
Since I watched the 'Serpentza' channel, which IMO is also a very interesting channel, from a gentleman who lives and married in China, I am not investing in China. He and his friend have over 20 years experience living in China and are good Mandarin speakers. They also have an episode on EV production in China. I do not believe any information coming from China. China is run by a crime gang, sorry. I do have very high confidence in Nanalyze. Nanalyze will share the truth as they see it, without nonsense. Hertz seems to disagree with these cost of ownership findings. Thanks for your hard work but I pass on this one. I will support the Nanalyze channel as always.
I used to watch his video and get the perspective of a foreigner living in China. I don’t anymore because it’s been all negatives after he got kicked out of China.
It's difficult to not be a foreigner in a culture that is so different from your own. My family are dutch farmers and they moved to Canada in the 1960's as many farmers did. Even though the cultures are way more similar, it's difficult to not feel like an immigrant, even after 60 years. Well yeah, Serpentza is pretty negative about Chinese government and their window dressing. He backs his claims up. Since he is out of China he is more able to express the insanity he encountered. If you do it while being there, it will not end well. His friend fled the country while they were looking for him, because he said something that could be interpreted as criticism. It is very scary. I'm not saying you should not invest your money there. I am just saying I am not investing a single penny there. @@Dave506569
Thank you for the kind words, and we certainly respect that people are going to have differing opinions. China is certainly not without its risks, and that’s something we’re still weighing as we try to decide whether or not to go long BYD. (Note we did say “we may”) ;)
Thanks for your solid line of argumentation and interesting facts to back up your conclusion, mr universal optical illusion. You have convinced me there's no window dressing going on in China now.@universalmirage1208
Appreciate the comment. We like China for being one of the world's largest economies. We don't like it for the geopolitical tensions. We may look to do a deep dive on the Indian market one of these days. If you're a premium sub, feel free to drop a note in our Discord and we'll poll the community. :)
@@absw6129 I read from various sources that, the problem with investing in India are the infrastructure issues, corruptions and lacking high tech skills. Look into why big companies left.
