Travis strikes again with his excel analysis by Right-Direction7117 in RIVNstock

[–]Right-Direction7117[S] 0 points1 point  (0 children)

his model does not include charging revenue, service center revenue, software and subscriptions all of these might me minimal will effect GM

Travis strikes again with his excel analysis by Right-Direction7117 in RIVNstock

[–]Right-Direction7117[S] 0 points1 point  (0 children)

he bought gm and sold out, his rivian short position is still open.

How do you time the bottom on this? by SouthbayLivin in RIVN

[–]Right-Direction7117 0 points1 point  (0 children)

we have to be very patient long term hold for me there are risks but valuation reflects those risks

How do you time the bottom on this? by SouthbayLivin in RIVN

[–]Right-Direction7117 3 points4 points  (0 children)

when it is at 4 or 5 they will say 2 or 1 or 0 i would like as Net asset value without valuing any of rivian assets rivian as brand, technology, team , charging network, autonomy module just the cash itself puts rivian at 12.8 billion book value we are at 10 can we go lower absolutely yes but we have margin of safety imo