A company I’ve been paying more attention to lately is $1810 (-3,49%) .
And no, not just because of smartphones.
What really interests me is how aggressively they’re building an entire ecosystem around the consumer:
phones,
wearables,
smart homes,
EVs,
AI integration,
connected devices.
The company understands something many businesses still don’t:
the future is probably not a single product.
It’s ecosystems.
What impresses me most is how fast Xiaomi scaled globally while still keeping strong brand recognition and competitive pricing.
But obviously, there are risks too.
Margins are still relatively pressured.
The EV business is expensive and highly competitive.
And geopolitics around Chinese companies will probably remain a long term concern for investors.
That’s important to recognize.
A good investment thesis shouldn’t ignore risks.
It should understand them.
Still, I think many people underestimate Xiaomi because they still see it as “just another phone company”.
Personally, I think the company is trying to become something much bigger than that.
