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).
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Reference video:
Mohnish Pabrai's Q&A at London School of Economics on January 30, 2024
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