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  • A123 vs. BYD and Other Irrational Battery Investments [View article]
    Also, I owe you a thank-you for the ACPW lead. Just wish I'd bought more prior to Google getting involved (making a presumption here).
    Oct 25 09:38 am |Rating: +1 -1 |Link to Comment
  • A123 vs. BYD and Other Irrational Battery Investments [View article]
    Enjoyed the article, John, and the Gore-ing of various environmental oxen by Jack. While ABAT has been a disappointment lately and isn't a steal relative to sales or book, it has been consistently profitable, trades at less than 10 times estimated 2009 earnings, and seems poised for explosive growth in electrical vehicles while continuing to expand battery sales. Seems to comport more with traditional Buffett/Munger value investing than BYD today.
    Oct 25 09:33 am |Rating: +3 -1 |Link to Comment
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