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Jan 2024
41m 7s

The Deal Room: BYD surpasses Tesla, so i...

AMPLIFYME
About this episode

Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.


In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 times more than its Chinese competitor.


We examine the bull and the bear arguments culminating in our Director of Corporate Finance Stephen Barnett sharing his Discounted Cash Flow (DCF) process.


Is Tesla overvalued at a 77x Price-to-Earnings (P/E) ratio? That's more than double Microsoft!


You'll have to tune in to find out.


******


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