How Value Investors Are Buying into the EV Supply Chain

Episode 42 of The Value Investing Podcast with Fexingo. Lucas and Luna dig into a quiet corner of the market that most growth-focused EV investors overlook: the unloved suppliers and commodity producers that provide the raw materials and components for electric vehicles. They discuss how BYD's latest prediction that 80% of China car sales will soon be electric creates long-term demand visibility for copper, lithium, and other inputs — yet many of these stocks trade at single-digit earnings multiples. They dissect a specific case: a mid-tier copper miner with a strong balance sheet and a price-to-earnings ratio in the single digits, asking whether the market is pricing in a commodity crash that may not arrive. Lucas and Luna also explore how value investors can think about cyclical moats and when to buy into a secular trend without paying growth-stock multiples. A focused, actionable conversation for anyone looking to position for the EV transition without overpaying. #ValueInvesting #EVSupplyChain #Copper #Lithium #BYD #CommodityCycles #SecularTrends #LongTermValue #MoatAnalysis #CyclicalMoat #SingleDigitPE #RawMaterials #ElectricVehicles #ChinaEV #Investing2026 #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo