Chinese EV stocks attract lots of attention from investors, most of whom don't know the trap they're falling into. You see, China's most popular EV stocks trade as VIE structures which give you about the same ownership rights as ICOs. In other words, eff all. So Li Auto, Xpeng, and NIO are all big no-nos for us which leaves the largest automakers in China, mainly the State's "big four" and BYD. That brings us to the Chinese EV investing thesis which is equal parts China, electric vehicles, and global auto dominance. We've been increasingly seeing BYD's cheap electric vehicles as a gateway drug for emerging market heavy-mileage vehicle operators to significantly reduce total cost of ownership because BYD's vehicles are now cheaper. Simply put, this video is a must-watch if you're looking to invest in EVs or electric cars as the grownups call them. And if you're here to start clamoring on about how sexist that picture is of Thai go-go dancers, the joke's on you. They're AI generated.


Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at ⁠https://www.nanalyze.com/nanalyze-weekly/⁠. This episode is pulled from a YouTube presentation. View the original presentation at ⁠https://youtu.be/D0jJG0Sego4.

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