Aerospace Supply Chain Services
Berkshire Hathaway Investment in BYD
Identifying enterprise value through battery technology, manufacturing capability and long-term trends.
PROJECT FILE
From background to methodology
01
Background
Electric vehicles were not yet a global consensus during the financial crisis.
02
Team role
The team contributed to industrial research on batteries, manufacturing, cost control and supply chains.
03
Key judgment
The focus was foundational capability and resilience rather than short-term price.
04
Risk focus
The focus was foundational capability and resilience rather than short-term price.
05
Method learned
Long-term value often appears before broad consensus.