When Grantham Rings the Alarm Bell
If he is right, my portfolio is exactly where the damage would happen. Here is how I thought it through.
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XPeng vs Tesla: Why I’m Backing the Chinese EV Maker
XPeng vs Tesla: Same technology roadmap, opposite trajectories.
XPeng growing 150% trades at 2x sales. Tesla declining 8.6%
trades at 16x sales. Here’s my full investment analysis.