Subject: Re: BHE-BYD update
Yes it was Munger sourced from Li Lu and David Sokol did the diligence for Berkshire. Buffett always deferred any BYD questions to Munger, as it was his idea. Agree he didn’t love it but I imagine Buffett had sign off. But not sure. Munger did use BYD as an example of Buffett continuing to learn, even with his advancing years…