Warren Buffett doesn’t gamble, he invests. And his bet on a little-known Chinese battery maker turned out to be electric, says R360 Managing Partner Charlie Garcia in his new article for MarketWatch. Charlie explores how BYD—once an obscure manufacturer—has raced past Tesla in quarterly auto revenue, thanks to vertical integration, disciplined strategy, and an intuitive understanding of what EV customers actually want. Its’s not just a case study for investing, says Garcia, it’s a masterclass.
Charlie's Column · MarketWatch
MarketWatch: Warren Buffett’s bet on BYD keeps paying off as Tesla car sales plunge
April 2, 2025
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Warren Buffett doesn’t gamble, he invests. And his bet on a little-known Chinese battery maker turned out to be electric, says R360 Managing Partner Charlie Garcia in his new article for MarketWatch.
Originally featured on MarketWatch.