Charlie Munger, tus txiv neej sab xis ntawm Warren Buffett, tseem xav tias nws qhov kev txiav txim siab xyoo 2008 kom tau txais Berkshire Hathaway los nqis peev hauv budding Suav carmaker BYD - tam sim no lub ntiaj teb no muag saum toj kawg nkaus EV hom - yog ib qho kev txiav txim siab zoo tshaj plaws uas nws tau ua.
"Kuv yeej tsis tau pab ua ib yam dab tsi ntawm Berkshire uas zoo li BYD," Munger tau hais rau hnub Wednesday thaum lub rooj sib tham txhua xyoo ntawm Daily Journal Corporation, qhov twg Munger ua tus thawj coj.
Munger qhuas BYD txoj kev tswj hwm ntawm Tuam Tshoj txoj kev lag luam tsheb hluav taws xob. "BYD ua ntej ntau heev Tesla hauv Suav teb, ”nws hais tias. "Nws yuav luag tsis zoo."
Tuam Tshoj cov neeg tau txais txiaj ntsig nruab nrab ua pauj rau BYD cov qauv muag ntawm $ 14,500 thiab $ 29,000, es tsis txhob muaj nqi kim dua los ntawm nws cov neeg sib tw xws li Tesla thiab Xpeng.
BYD khoom xa tuaj 1.86 lab lub tsheb nyob rau hauv 2022, peb zaug siab dua qhov nws muag hauv 2021, thiab txaus los ua nws lub ntiaj teb cov muag khoom hluav taws xob sab saum toj (txawm tias nws qhov muag suav nrog ob qho tib si hybrids thiab tag nrho cov tsheb hluav taws xob). Tesla xa 1.3 lab lub tsheb thoob ntiaj teb hauv 2022.
Munger tau taw qhia tias BYD muaj nce tus nqi ntawm qee qhov ntawm nws cov qauv nrov dua, thaum Tesla yuav tsum muab luv nqi rau nws cov tsheb. Kev them nyiaj rau cov neeg siv khoom tas sij hawm rau cov tsheb fais fab tuaj yeem thawb cov tuam txhab tsheb kom txo nqi kom cov neeg siv khoom.
BYD tsis ntev los no kwv yees tias nws yuav ua nruab nrab $ 2.2 nphom thiab $ 2.4 nphom hauv cov nyiaj tau los rau xyoo 2022, uas yuav sawv cev yuav luag 1,200% nce los ntawm nws cov nyiaj tau los rau xyoo 2021. BYD tseem npaj yuav nthuav dav hauv Nyiv thiab Teb chaws Europe.
"Nws zoo kawg li qhov tshwm sim," Munger hais tias. "Tsis muaj leej twg tau hnov txog [BYD] ob peb xyoos dhau los."
Thaum twg Berkshire Hathaway nqis peev hauv BYD?
Berkshire Hathaway tau yuav 225 lab shares hauv BYD hauv xyoo 2008 rau $ 230 lab. Munger yog tus yuam sij rau Buffett thiab Berkshire Hathaway kev nqis peev hauv BYD, hu Wang Chuanfu, tus thawj coj ntawm lub tuam txhab, "kev sib koom ua ke ntawm Thomas Edison thiab Jack Welch" hauv kev xam phaj 2009 nrog Fortune.
Tus nqi ntawm Berkshire Hathaway koom nrog hauv BYD tau nce siab txij li qhov peev txheej ntawd. Ntawm lub tuam txhab tus nqi siab tshaj plaws rau lub Rau Hli, Berkshire Hathaway cov koom haum muaj nqis txog $ 9.5 billion. (Kev sib koom hauv BYD tau poob txog 30% txij thaum ntawd los.)
Munger downplayed nws txoj kev koom tes hauv BYD txoj kev vam meej rau hnub Wednesday. "Peb tau sim tham [Wang] tawm ntawm kev ua haujlwm tau zoo, uas qhia tau tias muaj qee qhov xwm txheej hauv lub neej," nws hais.
Berkshire Hathaway tau txiav nws cov ceg txheem ntseeg BYD txij li lub caij ntuj sov dhau los, poob los ntawm 20.47% thaum ntxov Lub Yim Hli mus txog 11.87% tam sim no, tom qab kev muag khoom ntxiv tau tshaj tawm lub lim tiam dhau los. Qhov muag tau netted Berkshire Hathaway nyob ib ncig ntawm $ 2.6 billion, raws li kev xam los ntawm lub Sab Suav Tuam Tshoj Sab Sawv Ntxov.
Cov kws tshaj lij pom Berkshire Hathaway muag ntawm BYD shares raws li Warren Buffett lub tswv yim ntawm tus nqi nqis peev, los yog yuav undervalued shares thiab tuav lawv kom txog thaum lub lag luam muaj nuj nqis rau lawv kom raug.
Munger tau hais tawm qhov kev xav ntawd rau hnub Wednesday. "Raws li tus nqi tam sim no ntawm BYD Tshuag, me ntsis BYD muaj nqis ntau dua li tag nrho cov koom haum Mercedes," nws hais. BYD muaj lub khw muag khoom ntawm $ 107 nphom, thaum Mercedes Benz tam sim no muaj kev lag luam ntawm $ 83.8 billion. "Nws tsis yog khoom pheej yig," nws hais.
Ntawm tus nqi tam sim no, Berkshire Hathaway cov ceg txheem ntseeg tseem tshuav hauv BYD muaj nqis nyob ib ncig ntawm $ 3.9 nphom.
Kev Kho, Lub Ob Hlis 16, 2022: Ib qho dhau los ntawm tsab xov xwm no tsis qhia txog kev lag luam peev ntawm Mercedes Benz Group.
Zaj dab neeg no yog thaum chiv keeb los Fortune.com
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Tau qhov twg los: https://finance.yahoo.com/news/charlie-munger-says-byd-best-094339069.html