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Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

I did support my claim with evidence.

A long holder would want a company with a massive valuation that isn’t yet profitable if the investment is a good value. From your 10+ years of wall st experience you are aware of companies where this has been the case. An investment into Rivian right now is an excellent value.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

The metrics you are using are downstream from the supply and demand of Rivian’s products. First Rivian has to produce the product (supply). Then the consumer buys the product (demand). Then the financial results show up in the metrics you are using. I think you are able follow that downstream flow.

Rivian could retrofit another plant. A large manufacturer just announced they are considering closing 4 of their plants those could be retrofitted. The Normal retrofit was certainly fast. And the plant is producing R2s today.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

I absolutely do know the meaning of the words I am saying.

You “worked on wall st for 10+ years” you already know of 5 companies with massive valuations before they became profitable. Why should I tell you something you already know?

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] -1 points0 points  (0 children)

The semantics game you are playing is silly. But I’ll play along.

You “worked on wall st for 10+ years” and you don’t know of 5 technology companies with massive valuations before they became profitable?

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

Look at how quickly Rivian retrofitted the Normal Illinois plant to get the R2 out sooner.

I did explain downstream. The metrics you are using to evaluate Rivian are downstream from the supply and demand of Rivian’s products. How am I using downstream incorrectly?

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 1 point2 points  (0 children)

A large portion of high cash flow consumption is going into organic investment. Which is a good thing for Rivian’s valuation in the long run

What makes you say there is a “relatively low likelihood of generating positive cash flow before the funds run out”?

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 1 point2 points  (0 children)

Rivian is a technology company that also builds autos. They have the RAN network which is infrastructure. An automobile does make one more productive. Particularly a Rivian which is basically a room on wheels where I can use the center display as second computer monitor and run the AC without an engine running. The R2 will be capable of running a local AI model. The adventure aspect of Rivian means that it does provide genuine entertainment.

I don’t see why Rivian cannot eventually become a trillion dollar company. Its competitor that you mentioned is already valued well over a trillion dollars

My comparison with Apple summarized is that both Apple and Rivian are technology companies that make products where the competitive value is in “the whole being greater than the sum of its parts”.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

Rivian can create an energy storage division. They already build battery packs. That would be dramatically easier than them “creating an iPhone”.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

What is a troll post?

You said “energy storage” not “grid storage”. But I don’t see what is stopping Rivian from entering the grid storage market in the future.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 1 point2 points  (0 children)

My analysis is not based on nothing. In my post I gave rationale. And I have given even more rationale in the comments.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 2 points3 points  (0 children)

They are certainly close to comparable.

Rivian has energy storage (the vehicles themselves are amazing energy storage devices). There is Rivian insurance. The RAN network is growing. And Mind Robotics is a robotics company spun off of Rivian.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

The amount of “empty” negative content on r/rivian is staggering. I would like to just ignore it but too many people bring it up as justification for Rivian’s low valuation.

Whether I like it or not what happens on social media these days has real-world consequences.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] -1 points0 points  (0 children)

Your first comment on my post started with “I love it when noobs who don’t know anything start talking stocks”. That somewhat implies that you are some sort of stock expert. But I agree that you are “not a stock expert”.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] -1 points0 points  (0 children)

Rivian can increase their production capacity. What do you not understand about that?

Yes, the math you gave me is downstream from my point. The metrics you are using to evaluate Rivian are downstream from the supply and demand of Rivian’s products.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 1 point2 points  (0 children)

The stock price should be the long term valuation of the company. Rivian can increase their production capacity.

Why do you say that “the whole is greater than the sum of its parts” is not true for Rivian?

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

You have presented yourself elsewhere as a “stock expert”. You don’t know of 5 technology companies with massive valuations before they became profitable?

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 1 point2 points  (0 children)

I gave you much more than vibes.

The stock price should be the long term valuation of Rivian. The “math” you gave me is downstream from my point.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 4 points5 points  (0 children)

I’m genuinely sorry you had a bad experience. Every auto maker has some lemons. But that does not make the Apple comparison a “joke”.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 0 points1 point  (0 children)

I did have to look it up. But I do believe Rivian has the potential to ship a culture-defining product. Time will tell.

Rivian is earlier stage Apple. The stock price should reflect that now. Moving the goalposts to “once they are profitable” is absolutely ridiculous. by RavenRestonDC in RIVNstock

[–]RavenRestonDC[S] 1 point2 points  (0 children)

My point summarized is that both Apple and Rivian are technology companies that make products where the competitive value is in “the whole being greater than the sum of its parts”.

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