RIVN down 10%

[Shavaloo]

With these tariffs Americans are going to have to get used to the fact that they will be paying the most for cars of any country in the entire world. Already Americans are oblivious to how inexpensive a lot of stuff is around the world to purchase.If anyone thinks Ford and GM are going to lower prices with tariffs in place they have some Heisenberg-level crack coursing through their veins. They better just get used to $90k F150s lowest trim available.

Solar panels worldwide for instance are often 1/2 the price of anything available in the US due directly to protectionism. And these protectionist endeavors have done little to nothing to advance the domestic industries in question on the world stage, and more than often lead to American technology and engineering to fall even further behind world competition. But hey- current pandering lowest-common-denominator politics and short-term wealth-thinking rules the day here, so what the hell .

Exactly. Politics once again is going to send us down the protectionist rabbit hole. Unfortunately, both parties have succumbed so there is no possibility of a respite from this madness. This is the well worn path that deteriorating economies take in the false hope of maintaining domestic jobs in one sector, at the cost of massive job loss and decreased growth across the wider economy. I would put solar panels on my house in a second if we could buy at global prices, but no, I have to continue to burn fossil fuels and accept higher utility costs because of these misguided policies. We’ve subsidized EV’s for years now, partially helping Tesla grow in China, and now we take this self defeating path when others are doing exactly what we did. Only Brexit stands out as a more suicidal policy.

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[White Shadow]

I bought $10,000 in Rivian stock the day after the IPO, and it's now worth $722. I simply view it now as a long term savings account. Hopefully some day I get some nice portion of my money back. I'm certainly not going to sell it now, so I just don't worry about it. Maybe when the R5 is released some day...then it'll be time to sell.

Ouch. The issue for you is that by the time the stock price goes up enough to get back to that $10,000 value, inflation will mean that you're still thousands in the hole. Honestly, you'd be better off selling for whatever you can get and investing that money is an indexed fund. It will most likely grow faster than Rivian stock.

 

[Greg Chick]

In my mind, there is no denying the reality of Rivian, it's a leader and will continue under whoever. At some point the stock will naturalize or become a true value instead of a reactional value. I am a buy n hold person.
Look what VW did after the billion dollars fine by the EPA. Now they have 5 billion to invest in Rivian. I think people have short attention spans and memories.

 

[Greg Chick]

Ouch. The issue for you is that by the time the stock price goes up enough to get back to that $10,000 value, inflation will mean that you're still thousands in the hole. Honestly, you'd be better off selling for whatever you can get and investing that money is an indexed fund. It will most likely grow faster than Rivian stock.

That is a viable method of investing, but keep in mind, many index funds invest in Rivian.

 

[shap]

That is a viable method of investing, but keep in mind, many index funds invest in Rivian.

Yes, but only a tiny portion. Unless you actively managing your portfolio, index funds actually a good alternative IMHO

 

[SANZC02]

In my mind, there is no denying the reality of Rivian, it's a leader and will continue under whoever. At some point the stock will naturalize or become a true value instead of a reactional value. I am a buy n hold person.
Look what VW did after the billion dollars fine by the EPA. Now they have 5 billion to invest in Rivian. I think people have short attention spans and memories.

Worth noting the Volkswagen division is only about 1/3 of the total revenue for the Volkswagen Group that Rivian signed the joint venture with.

 

[White Shadow]

That is a viable method of investing, but keep in mind, many index funds invest in Rivian.

Sure, as a small percentage of their overall investments. Diversification is key.

 

[Golfer04]

Exactly. Politics once again is going to send us down the protectionist rabbit hole. Unfortunately, both parties have succumbed so there is no possibility of a respite from this madness. This is the well worn path that deteriorating economies take in the false hope of maintaining domestic jobs in one sector, at the cost of massive job loss and decreased growth across the wider economy. I would put solar panels on my house in a second if we could buy at global prices, but no, I have to continue to burn fossil fuels and accept higher utility costs because of these misguided policies. We’ve subsidized EV’s for years now, partially helping Tesla grow in China, and now we take this self defeating path when others are doing exactly what we did. Only Brexit stands out as a more suicidal policy.

Exactly. I believe it was Milton Friedman who said when a trading partner subsidizes something take it. They are giving money to your economy and taking it from theirs. It's never that simple, but playing this game won't end well. We grossly underestimate the level of US subsidies in the tax code.

 

[mudito]

https://www.schaeffersresearch.com/...ivian-stock-eyes-4-month-lows-after-downgrade

I just bought a few shares myself this week, and of course, my luck started to show up, but I wanted to support Rivian, and I stand by my support. Hopefully, the analysts are wrong on this one, and RIVN thrives!

I think the product is great and I'm really hopeful for its future with R2's on the horizon!

 

[jjswan33]

LCID has a higher book value than RIVN again. I don't see how LCID has more going for it than RIVN at this point besides large amounts of oil money holding the bottom.

 

[solaskaze]

https://www.schaeffersresearch.com/...ivian-stock-eyes-4-month-lows-after-downgrade

I just bought a few shares myself this week, and of course, my luck started to show up, but I wanted to support Rivian, and I stand by my support. Hopefully, the analysts are wrong on this one, and RIVN thrives!

I think the product is great and I'm really hopeful for its future with R2's on the horizon!

In truth, this is all based on news we all knew for a very long time now.
It also makes me want to ask: can we get a rating on each analyst?

I want the following metric:
Correct * (1 - FlipFlops)

Where Correct = % time their overweight/underweight/neutral correlates with stock direction throughout the year
FlipFlops = number of times they panic and change their rating, normalized to a "normal" yearly cycle (can be negative!)

So, for example, if an analyst is Correct 365 days a year but flip-flops 365 days a year (essentially making their rating meaningless), FlipFlops will clamp at 1, so they get a score of 0.

Finally: note that Rivian's downgrade was to Hold, not Sell like others.

 

[mudito]

In truth, this is all based on news we all knew for a very long time now.
It also makes me want to ask: can we get a rating on each analyst?

I want the following metric:
Correct * (1 - FlipFlops)

Where Correct = % time their overweight/underweight/neutral correlates with stock direction throughout the year
FlipFlops = number of times they panic and change their rating, normalized to a "normal" yearly cycle (can be negative!)

So, for example, if an analyst is Correct 365 days a year but flip-flops 365 days a year (essentially making their rating meaningless), FlipFlops will clamp at 1, so they get a score of 0.

Finally: note that Rivian's downgrade was to Hold, not Sell like others.

I'm 100% agree with you. But when this type of news happen some people panic-sell hence the extra drop in price. I purchased a good amount for my long-term investment portfolio in companies I would like to support and I stand by my purchase

 

[Hereforthesnacks]

The day trader rumor mills push stocks up and down without rational reasoning all the time. Most of the "investors" know nothing about EVs and are just hoping to grab a few percent increase each week. They will also grossly overreact, positively and negatively, to any news about the company.
If you have confidence in the stability of management and quality of the product then buy and sit on it. My 2 cents.

A lot of rivian is owned by pretty savvy institutional investors.

 

[Hereforthesnacks]

In my mind, there is no denying the reality of Rivian, it's a leader and will continue under whoever. At some point the stock will naturalize or become a true value instead of a reactional value. I am a buy n hold person.
Look what VW did after the billion dollars fine by the EPA. Now they have 5 billion to invest in Rivian. I think people have short attention spans and memories.

Agree. But the true value is probably right around where it is now, assuming the R2 is a hit.

 

[R1TS]

Sure, as a small percentage of their overall investments. Diversification is key.

VERY small percent of their overall investments. Majority of institutions owning $RIVN have this stock at the very most be just 0.01% of their total. It’s like a flyer to them. If it goes belly up, they just write down that small investment.

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