35 mentions across the corpus · positive 23 · negative 0 · neutral 12 · historical 0
RARE Charlie Munger 2017 Daily Journal AFTER Interview
“Just BYD, let's say. How would you... Oh, that's hard. And again, we've learned things there. When we bought in, we could see that a venture capitalist were paid three times as much”
Morning Session - 2024 Meeting
“the electrical car company, B.R.D... the BYD investment was a, well, we made them, we made the commitment.”
Morning Session - 2024 Meeting
“Charlie twice has pounded the table with me and just said, you know, buy, buy, buy, and B.YD was one of them”
Morning Session - 2024 Meeting
“Berkshire has very relevant interests in energy, pilot flying J and BYD.”
Charlie Munger's final CNBC interview | November 14, 2023
“What other investments have been some of your favorites? I'm thinking of maybe a BYD or a Costco.”
Buffett: More banks may fail but U.S. depositors will be OK | April 12, 2023
“b yd of the electric car company that you've owned for a very long time... i think it's an extraordinary company”
Daily Journal Annual Meeting 2021 — Munger Q&A
“You can argue that I got close to Sequoia when with Li Lu we bought into BYD. That was not a startup, but it was so small and thinly traded that we were buying into a venture capital type investment b”
Daily Journal Annual Meeting 2021 — Munger Q&A
“You identified the opportunity in electrification and invested in BYD.”
Daily Journal Annual Meeting 2021 — Munger Q&A
“when with Li Lu we bought into BYD. That was not a startup, but it was so small and thinly traded that we were buying into a venture capital type investment but in the public market.”
Daily Journal Annual Meeting 2021 — Munger Q&A
“You identified the opportunity in electrification and invested in BYD.”
Daily Journal Annual Meeting 2020 — Munger Q&A
“My question is about electric vehicles and BYD. Why are electric vehicle sales at BYD down 50% to 70% while Tesla is growing 50%”
Buffett: "I was wrong" on Kraft Heinz | February 25, 2019
“Joe, stay there because I know you wanted to ask about B-Y-D that might play into this. The trade talks with China.”
Daily Journal Annual Meeting 2018 — Munger Q&A
“BYD has gotten to be a significant position around here...BYD has developed into a huge company. It's got 250,000 employees...electric car business...battery business”
Daily Journal Annual Meeting 2018 — Munger Q&A
“Question 2: My question relates to BYD. Given that you've successfully invested in commodities in the past, how do you view investing in things such Cobalt, Lithium, and Helium”
Criticizing the cryptocurrency craze | May 7, 2018
“you were big on the electric vehicles, too, with B.Y.D. Well, you got to remember, in China, you couldn't breathe the air in the cities. So I thought they might end up with more electric cars.”
Daily Journal Annual Meeting 2016 — Munger Q&A
“What's your expectations about BYD for the next 10 years? Well, we allow questions on all subjects, and I suppose that one is a legitimate question. BYD has 220,000 employees. That is a big company. T”
Daily Journal Annual Meeting 2016 — Munger Q&A
“Last month he sold 10,000 electric cars in China which is more than Tesla sold. And of course nobody's hardly heard of BYD. It's an interesting company.”
Morning Session - 2014 Meeting
“Berkshire also has an investment in BYD, an innovative transportation company that may be comparable in some ways to Tesla.”
Daily Journal Annual Meeting 2013 — Munger Q&A
“Shareholder question on BYD Munger: BYD, Li Lu is in the back standing up. Li Lu, come up here. This is the man who got me into the BYD.”
Daily Journal Annual Meeting 2013 — Munger Q&A
“In spite of your comment about not knowing who competes with BYD employees, can you share”
Afternoon Session - 2012 Meeting
“And I was wondering about the VYD electric car company. And if with the new cars going on on sale in the U.S.”
Wesco 2011 Annual Meeting — Notes of Charlie Munger's Remarks (The Inoculated Investor)
“He will hold his BYD stock to the bitter end because he loves the people.”
Wesco 2011 Annual Meeting — Notes of Charlie Munger's Remarks (The Inoculated Investor)
“Regarding BYD, he likes the fact that they are tackling tough engineering problems. He likes that they put their heads down when they fail”
Afternoon Session - 2011 Meeting
“expressed a very positive view of B. and its chairman, Wang Chung Fu, when Mid-American bought its stake in 2008. Does B.YD remain as attractive”
Wesco 2010 Annual Meeting — Notes of Charlie Munger's Remarks
“there's an exception to every rule, and "I think I'm right about BYD."”
Wesco 2010 Annual Meeting — Notes of Charlie Munger's Remarks
“Charlie recently drove a BYD car with a 200-mile battery around the parking lot at Dodger Stadium and was very impressed”
Wesco 2010 Annual Meeting — Notes of Charlie Munger's Remarks
“Look at BYD: 16,000 engineers but determined to be rational. They don't like unnecessary delays, nor analysis for the sake of analysis.”
Wesco 2010 Annual Meeting — Notes of Charlie Munger's Remarks
“They're wise to foster people like BYD who are trying to make things better rather than just cheaper.”
Wesco 2010 Annual Meeting — Notes of Charlie Munger's Remarks
“why was it Berkshire and not Wesco that invested in BYD?”
Wesco 2010 Annual Meeting — Notes of Charlie Munger's Remarks
“I like no-brainers like Costco and BYD better, but you don't find very many.”
2010 Berkshire Hathaway Shareholder Letter
“This gives NetJets, BNSF and BYD a chance to show off.”
Afternoon Session - 2010 Meeting
“Charlie Munger, you are on a YouTube video that discusses BYD and solar energy. And I really appreciate that interview”
Wesco 2009 Annual Meeting — Notes of Charlie Munger's Remarks (Peter Boodell)
“Wang Chuanfu will you stand [ed: CEO of BYD]? He is on his way. I am pleased that the world has the capacity”
Afternoon Session - 2009 Meeting
“B-Y-D appears to be more like a venture capital speculative investment than a value investment. Would you both explain that investment, your logic behind it, and your expectations for it?”
2008 Berkshire Hathaway Shareholder Letter
“a new plug-in electric car developed by BYD, an amazing Chinese company in which we have a 10% interest”