Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

[2024 Group Prediction] Who’s leading the global EV race this year?  
In Q4 2023, BYD overtook Tesla as the world's largest electric car company, achieving record sales of 525,409 battery electric vehicles (BEVs) in the quarter. Tesla delivered 484,507 electric cars during the same period.  

[2024 Group Prediction] Who’s leading the global EV race this year?   In Q4 2023, BYD overtook Tesla as the world's largest electric car company, achieving record sales of 525,409 battery electric vehicles (BEVs) in the quarter. Tesla delivered 484,507 electric cars during the same period.

I’m Sam, I’m the curriculum director at Gregorio Perfecto High School in Manila, Philippines. I’ve been an educator and administrator for just over 25 years. Our school is spending a good amount on edtech, but I don’t feel like we’re getting the most out of it. I’d love to learn from everyone what is working for them. Thanks!

Sam Mendoza

For years, Chinese billionaire He Xiaopeng has been pegged as an Elon Musk wannabe, and his electric vehicle company, XPeng, as a mere Tesla copycat. And until recently the company seemed laggardly, raising questions about whether it would survive.

All of that is changing quickly. In other words, XPeng has moved up a stair from the realm of mere novelty to unignorable player with intimidating products and shrewd commercial instincts. He may soon be a force that Silicon Valley and Detroit alike must reckon with.

The 12-year-old company is on a roll: Its car sales are on track to more than double year on year in 2025 to more than 400,000 units, driven by demand for the Mona M03, a $17,000 EV; its share price has more than doubled year to date; and it seems to be on track to notch its first profitable quarter. XPeng has just released a knock-your-socks-off $30,700 luxury sedan, and it could end the year as the world’s sixth or seventh largest EV seller, neck and neck with Hyundai Motor, regarded as one of the industry’s best EV makers.

He’s next two products, which he will unveil later this month, will show him starting to break away from his image as Musk Lite: XPeng will introduce the latest version of Iron, its humanoid robot. Then, in an event in Dubai, it will launch the X3-F, a $280,000 minivan whose features will include a two-passenger electric helicopter folded up in the back—a product that even the famously iconoclastic Musk has not attempted.

 #A Glance of China 行摄中国 

https://www.theinformation.com/articles/chinese-flying-car-company-worry-detroit-silicon-valley?utm_campaign=article_email&utm_content=article-15856&utm_medium=email&utm_source=sg&rc=gzsl71

The Chinese Billionaire Whose Robots and Cars Should Worry Detroit—and Silicon Valley

A Glance of China 行摄中国

For years, Chinese billionaire He Xiaopeng has been pegged as an Elon Musk wannabe, and his electric vehicle company, XPeng, as a mere Tesla copycat. And until recently the company seemed laggardly, raising questions about whether it would survive.  All of that is changing quickly. In other words, XPeng has moved up a stair from the realm of mere novelty to unignorable player with intimidating products and shrewd commercial instincts. He may soon be a force that Silicon Valley and Detroit alike must reckon with.  The 12-year-old company is on a roll: Its car sales are on track to more than double year on year in 2025 to more than 400,000 units, driven by demand for the Mona M03, a $17,000 EV; its share price has more than doubled year to date; and it seems to be on track to notch its first profitable quarter. XPeng has just released a knock-your-socks-off $30,700 luxury sedan, and it could end the year as the world’s sixth or seventh largest EV seller, neck and neck with Hyundai Motor, regarded as one of the industry’s best EV makers.  He’s next two products, which he will unveil later this month, will show him starting to break away from his image as Musk Lite: XPeng will introduce the latest version of Iron, its humanoid robot. Then, in an event in Dubai, it will launch the X3-F, a $280,000 minivan whose features will include a two-passenger electric helicopter folded up in the back—a product that even the famously iconoclastic Musk has not attempted.   #A Glance of China 行摄中国   https://www.theinformation.com/articles/chinese-flying-car-company-worry-detroit-silicon-valley?utm_campaign=article_email&utm_content=article-15856&utm_medium=email&utm_source=sg&rc=gzsl71

For years, Chinese billionaire He Xiaopeng has been pegged as an Elon Musk wannabe, and his electric vehicle company, XPeng, as a mere Tesla copycat. And until recently the company seemed laggardly, raising questions about whether it would survive. All of that is changing quickly. In other ...