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Stella Li 5.0 1 idea

Head of Digital Assets, Fidelity
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1 thesis opens · 1 long · 0 short
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#TickerNameStanceConvEntryP&L YTDThemeThesisMentionedSrc
1 BYD Boyd Gaming Corporation LONG HIGH $83.88 Consumer BYD's vertical integration and massive R&D investment (120,000 engineers, 52 patents per d… Apr 24 YOUTUBE
Positions
TickerDirEntryP&LDate
BYD LONG $83.88 Apr 24
▶ YouTube Wall Street Week | Anthropic Cybersecurity Risk, BYD Goes Global, The Billionaire Next Door
BYD's vertical integration gives competitive edge.
BYD's vertical integration and massive R&D investment (120,000 engineers, 52 patents per day) enable faster innovation, cost control, and resilience to supply chain shocks, positioning it to dominate globally and beat competitors like Tesla.
BYD HIGH Bloomberg Markets Apr 24, 23:00
Stella Li
Head of Digital Assets, Fidelity
Stella Li (Head of Digital Assets, Fidelity) | 1 trade ideas tracked | BYD | YouTube | Buzzberg