Count me among the confused on selling BYD. Must the money come from within BHE?

BYD seem to having become the leading supplier of superior EV vehicles in China - the largest EV market. And also including very high milage hybrid vehicles. The USA would apparently be on their ass as competitors unless for import duties if their products were competing.

They have circa 10X engineers working on technology more than the USA. Smart, well trained people.**

Munger has described their CEO as a genius,

What do we know that Buffet knows?? Is it China risk - who Munger seemed to seem overrated And his advisor?

I really want to hear what Paul Harvey used to describe as the "rest of the story."

**

On a separate topic, Andrew Marshall - strategic defense planning advisor to Presidents from Nixon to Obama - described in 1995 the type of warfare that is occurring now in the Ukraine - and the Middle East. The US downgraded his office after he retired, The Chinese seem to have adopted his projections and patterned their military thereafter. I'm describing warfare where the offence who can identify the enemy first, can destroy them first by precision weapons. Basically the country with the best first info wins. They can also deny territory from the enemy by area defense, area denial - e.g. the South China sea. Can our aircraft carriers still operate in the South China sea?

How deeply are we thinking on China? Should we be cutting economic ties?

Just asking.