In the end, we are not talking only about Electric Cars here, but about ... lithium ion technology to power these babies.
Girls love dolls and Boys love cars - when they have grown up Girls love cars and Boys love dolls...
It is very powerful investment thesis.
"For us it is the very powerful combination: Warren Buffett, China and electric cars. Latest move by BYD into Lithium space in order to secure supply of strategic commodity confirms our observations and investment thesis. In our educational exercise on this blog we are privileged to learn from the Master himself."