BYD
Boyd Gaming Corporation
stock NYSE

BYD truly does make nice cars, that’s a fact.

BYD please

American investors have a large domestic bias, and make up almost half of all global equity holdings.
So, we’ve got a bunch of money to invest and pretty much exclusively stick to American companies. If BYD was allowed to sell here, I think that would change the perception a lot and bump up the # of investors by a lot.
Also, though, maybe under discussed… investors want forward-thinking companies that get ahead of these massive tech adoption curves (because they’re so profitable), and Tesla went all-in on electric cars from the very start.
BYD sold gasoline cars till 2022.
If I’m looking for an industry disrupter to invest in, it’s the company who saw the writing on the wall 10years before everyone else.
Even if BYD outshines Tesla today or in few years, the essence of whose idea it was to live in a fully-electric future seems to have come from Tesla.

I’ve been in a BYD in Europe (as Ubers), I’m impressed.

BYD is the biggest electric car company in the world. From what I've heard they are better and cheaper than Tesla's.

Thought the same years ago and bought BYD.
Then i realized i belonged to this sub.

Why do you think it's so important that they sell in the US specifically? BYD already leads in sales without the US...

They are not exporting the new models to any market yet and have yet to refresh the full range and bring the costs inline. Additionally no clear plan for firefly and onvo. Finally I think their local JV parter is all over the place. Putting 20% premium on price relative to China with expensive financing killed any momentum. Finally what is the point of swappable batteries if you don’t build the infrastructure. Seems to me capital allocation was not thought off! Drive any of Nio products and they would have killed any of the BYD products that are actually selling well and considering BYD is dumping their unsold EREV and REEV products in the middle market killed their Brand positioning and once the critical mass of buyers switch they have a bleak future.

BYD truly does make nice cars, that’s a fact.

BYD please

American investors have a large domestic bias, and make up almost half of all global equity holdings.
So, we’ve got a bunch of money to invest and pretty much exclusively stick to American companies. If BYD was allowed to sell here, I think that would change the perception a lot and bump up the # of investors by a lot.
Also, though, maybe under discussed… investors want forward-thinking companies that get ahead of these massive tech adoption curves (because they’re so profitable), and Tesla went all-in on electric cars from the very start.
BYD sold gasoline cars till 2022.
If I’m looking for an industry disrupter to invest in, it’s the company who saw the writing on the wall 10years before everyone else.
Even if BYD outshines Tesla today or in few years, the essence of whose idea it was to live in a fully-electric future seems to have come from Tesla.

I’ve been in a BYD in Europe (as Ubers), I’m impressed.

BYD is the biggest electric car company in the world. From what I've heard they are better and cheaper than Tesla's.

Thought the same years ago and bought BYD.
Then i realized i belonged to this sub.

Why do you think it's so important that they sell in the US specifically? BYD already leads in sales without the US...

They are not exporting the new models to any market yet and have yet to refresh the full range and bring the costs inline. Additionally no clear plan for firefly and onvo. Finally I think their local JV parter is all over the place. Putting 20% premium on price relative to China with expensive financing killed any momentum. Finally what is the point of swappable batteries if you don’t build the infrastructure. Seems to me capital allocation was not thought off! Drive any of Nio products and they would have killed any of the BYD products that are actually selling well and considering BYD is dumping their unsold EREV and REEV products in the middle market killed their Brand positioning and once the critical mass of buyers switch they have a bleak future.

My hopes for the weekend- spcx rocket misfires and/or 🥭 accepts pandas and BYD into US. I'm ready to see Musk's net worth half itself

Wait until he allows Chinese Cars like BYD into the market... I would love to drive one but car companies will be royally fucked and that's saying it lightly 📉

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Mangoe-Xi tango are apparently coming to an agreement on US sales (already have commercial sales in the US) and BYD currently has the largest market share Worldwide.  
Will never happen. Midwest and Southern states where all the auto factories are will impeach him

Ok class, talk me out of buying BYDDY.
Canada (small market, yes) is going forward with BYD sales late 2026- early 2027; Mangoe-Xi tango are apparently coming to an agreement on US sales (already have commercial sales in the US) and BYD currently has the largest market share Worldwide.
Why would this not be a long term buy at $110B ish US market cap?