It's going to be pretty easy for analysts to sniff out a miss in deliveries before 24 hours before the earnings. At that point I expect a miss will already be priced in.
Ford has had a P/E multiple higher than GM for over 5 years. It has nothing or very little to do with Rivian. Ford is valued more than GM by investors. They believe Ford's growth will outpace GM by a significant margin over the coming years. That's all it is.
Keep in mind that Tesla is focused on maintaining profit margins. They are no longer in the growth at all costs stage. Rivian needs to get as many cars in customers hands as possible, even if that means a negative margin on every vehicle. They need to grow and lose money to do it. As Rivian as...
These things have been shown and reported on. For example, at the Sonoma event, an employee brought their own personal truck and let’s us play in it. I took this picture of the range numbers, which would be dynamically adjusted based on the owners driving behavior. Additionally, there are now...
What people seem to forget is that we don’t know the number of LE pre-orders and people that ordered quite late(late 2020 myself) were able to reserve an LE. I am definitely a high number, but if they only sold a few thousand LEs, the order number for an LE holder is somewhat irrelevant.
I would go so far as to say they are doing it wrong if they attempt to be profitable any time in the next few years. That cash needs to be deployed to develop the R2R and future products, get their software up to snuff with Tesla, expand in to Europe and SE Asia, expand charger infrastructure...
Stock valuations are a measure of forward looking earnings…Tesla is a great example where the value is often looking at where we think they will be in 5 or more years.
You can see the clips on Rivian’s Intstagram. Behind RJ is a full assembly line. Certainly it’s running slower than they would like, but there’s no extra spacing. Additionally, most of the cars right now look like granite and white or silver. Last, it’s clear they only paused the line while RJ...
CNBC is having live coverage now. They just confirmed Amazon is planning to double down and buy more shares. Ford is likely to offload since the lost their board seat.
This article from last night has an interesting paragraph. If this is true, instead of taking profits, most of the biggest holders plan to increase their position. This is a very good sign.
"Over the years, it attracted a wide array of backers. As much as $5 billion of the IPO shares are set to...
You're mistaking IPO price and price at the start of trade as the same. They are not.
Example: Airbnb IPO price was $68...it opened at $146 and never looked back. The 52 week low is $121.50.
Not at all. The price of a stock is a forward looking valuation. Investors have priced in Tesla earnings 5+ years out forever...and it's just how it's done. You can't look at today's performance to value a growth stock because you will always miss the boat. It's high risk, yeah, but it's not...