Warren Buffett’s Wisdom: Why This Quote Has Me Bullish on BYD Stock in 2025
Warren Buffett's legendary investing philosophy just lit a fire under BYD's electric ambitions.
Forget "be fearful when others are greedy"—this time, the Oracle of Omaha dropped a gem that screams BUY for China's EV juggernaut.
No fluff, no hype—just cold, hard Berkshire logic applied to the most disruptive auto play since Tesla.
Wall Street's still sleeping on the data, but the math doesn't lie: BYD's crushing battery tech margins while legacy automakers bleed cash on half-baked EVs.
One Buffettism to rule them all—and a not-so-subtle dig at hedge funds chasing AI vaporware while real industrial moats get built in Shenzhen.
Image source: Motley Fool.
What's BYD?
Never heard of it? You might be more familiar with it than you realize. The company that's now selling more electric vehicles than? is BYD. It predominantly serves the Chinese market (where it's based) and its neighbors, although it's got a small but growing presence in Europe. Notably, it doesn't sell EVs in North America. Then again, why WOULD it? U.S. drivers appear to be less interested in electric vehicles lately.
That's far from being the case in BYD's home market of China, though. While sales of electric vehicles slowed somewhat from June to July, China's Association of Automobile Manufacturers reports 27% year-over-year sales growth for electric vehicles, accounting for 48.7% of all automobile sales. Perhaps more important, BYD continues to dominate this growth. Its 27% share of China's EV sales in July is more than twice the next-nearest.
And for what it's worth, the International Energy Agency believes electric vehicles will make up 80% of China's total vehicle sales by 2030.
In short, BYD is doing well. The stock should eventually follow. Not complicated.
The kicker
Still not convinced? This might do the trick. You know who already owns $2.3 billion worth of BYD shares? Warren Buffett's. Clearly, he's a believer, too.
