Profile

Industry: Auto parts

Sector: Consumer discretionary

Theme: Autonomous driving

2 1/4-Year shareholder growth: +30.4%

Estimated fair value: $23

Valuation assumption: 25 x annual R&D

Investors: Xiaomi (1810.HK)

Transaction log

  • Jan 2, 2026 - Bought 75 @ 23.77 (0.68% wtg, coffee can innovators)

Hesai Group

Location: Shanghai, China

 

Estimated fair value history

  • Sep-25 - $27 (25 x annual R&D)

  • Dec-25 - $23