Q: Hi 5i,

May I please have your current thoughts on EV makers other than Tesla (which I already own)?
Are companies such as Rivian, Lucid, BYD, Nio etc. (or any others you can suggest) worth investing in as a stock?
Multiple questions here, but if you could give a brief breakdown of the more viable companies and their investment merits (or not) that would be great.


Thanks!

Q: In January, regarding the above to companies, you stated "We don't like the valuations in the sector (especially RIVN, LCID)..."
My question is, after a significant drop in both, and the requirements for European countries to move into EV's in the coming years, is it reasonable to take a small position in one or both to sit on the shelf for 10 years. Is there another co (next to Tesla) that might be a better "shelf" stock. Thanks!

Q: Hi 5i Team - Besides companies such as Tesla and the large auto companies, are there any smaller auto companies that may have some upside in the EV space. Any geographic location is fine. Thanks.