R1S88
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https://realmoney.thestreet.com/investing/stocks/rivn-16116508
bull case for RIVN:
"Long-term investors can choose to speculate on RIVN, clear-eyed of the challenges that must be addressed on its ramp to profitability. Much of Rivian's value today is derived by discounting back from the 2030 potential unit volumes in the 700-thousand to 900-thousand vehicle range."
also references the Barclay's research piece:
"Barclays' positive case rests on viewing Rivian as a best-of-breed opportunity on two key automotive megatrends: electrification and the software-defined vehicle. RIVN thus far has established key moats in product and technology. RIVN's clean-sheet architecture and unique product offering make it well-positioned to capture a solid share of the North American EV market; Barclays estimates Rivian will have around an 8% share of domestic EVs by 2030. Moreover, RIVN's ownership of key technologies can help to distinguish its products further. These technologies include features such as in-house software systems, vehicle electronics, and full ownership of the powertrain (battery pack and drive units/motors).
bull case for RIVN:
"Long-term investors can choose to speculate on RIVN, clear-eyed of the challenges that must be addressed on its ramp to profitability. Much of Rivian's value today is derived by discounting back from the 2030 potential unit volumes in the 700-thousand to 900-thousand vehicle range."
also references the Barclay's research piece:
"Barclays' positive case rests on viewing Rivian as a best-of-breed opportunity on two key automotive megatrends: electrification and the software-defined vehicle. RIVN thus far has established key moats in product and technology. RIVN's clean-sheet architecture and unique product offering make it well-positioned to capture a solid share of the North American EV market; Barclays estimates Rivian will have around an 8% share of domestic EVs by 2030. Moreover, RIVN's ownership of key technologies can help to distinguish its products further. These technologies include features such as in-house software systems, vehicle electronics, and full ownership of the powertrain (battery pack and drive units/motors).
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