BYD: A Category Killer Taking The Lead In Global EVs

Group 1 - Tesla is leading the electric vehicle (EV) revolution, gaining significant investor interest and elevating Elon Musk's global profile [1] - BYD, while less recognized outside of China, is also making substantial strides in the EV market [1] Group 2 - The author has over 30 years of experience analyzing various industries, including airlines, oil, retail, mining, fintech, and e-commerce, as well as macroeconomic and political factors [1] - The author has navigated multiple crises, including the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, which contributes to a diverse analytical perspective [1]