Charlie Munger's BYD Investment
Trung Phan, a user on the social media platform X on Monday, quoted a post that outlined a decline in BYD sales over the first two months of 2026. He shared how Munger's investment in the EV giant turned into a profitable venture.
Quoting Munger, he shared that the investor, in an interview, outlined that he had "never helped do anything at Berkshire that was as good as BYD." Munger had gotten the company to invest $230 million into the Chinese EV giant back in 2008 for a 10% stake in the company.
However, the company began exiting its position in BYD in the year 2022 and ultimately sold the entirety of its stake in the automaker by the third quarter of 2025, "basically right before sales drop," Phan said.
BYD's Sales Draw Concern From Elon Musk
BYD's Overseas Sales
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