Mohnish Pabrai on Tesla Stock vs BYD vs Stellantis

The John Johnston Lounge · Mar 12, 2024 · 11m

I react to part of a recent Mohnish Pabrai Q&A, in which Pabrai discusses the auto industry dynamics between Tesla, BYD Co, and Stellantis. He also compares the leaders of each company: Tesla’s Elon Musk, BYD’s Chuanfu Wang, and Stelantis’ Carlos Tavares.

Stock tickers: TSLA; STLA; OTCPK:BYDDY, SZSE:002594 (China).

Related episodes

Mohnish Pabrai Warns: Don’t Compete With Elon & Tesla

https://youtu.be/8gCgf383e4E

Reference video:

Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024

https://youtu.be/1xpY7-uyPqo

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