蓝天守护者的个人主页 - 老虎社区

蓝天守护者

蓝天守护者

暂无个人介绍

IP属地：辽宁

497关注

4粉丝

1主题

0勋章

蓝天守护者

2022-11-04

很好

@EdwardHughes:Rivian: Priced To Perfection; Little Room To Misstep

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4104312881064220","uuid":"4104312881064220","gmtCreate":1641211061497,"gmtModify":1641216173534,"name":"蓝天守护者","pinyin":"ltshzlantianshouhuzhe","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0227dd263e3b5294b3741a37d6840c84","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":497,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"辽宁","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":664063441,"gmtCreate":1667562454283,"gmtModify":1667562574231,"author":{"id":"4104312881064220","authorId":"4104312881064220","name":"蓝天守护者","avatar":"https://static.tigerbbs.com/0227dd263e3b5294b3741a37d6840c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104312881064220","idStr":"4104312881064220"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664063441","repostId":"664060749","repostType":1,"repost":{"id":664060749,"gmtCreate":1667561083180,"gmtModify":1667562710707,"author":{"id":"9000000000000137","authorId":"9000000000000137","name":"EdwardHughes","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000137","idStr":"9000000000000137"},"themes":[],"title":"Rivian: Priced To Perfection; Little Room To Misstep","htmlText":"ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa","listText":"ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa","text":"ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa","images":[{"img":"https://static.tigerbbs.com/6ae2d5a5d1f93721b290ac8fbc77593b","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664060749","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":664063441,"gmtCreate":1667562454283,"gmtModify":1667562574231,"author":{"id":"4104312881064220","authorId":"4104312881064220","name":"蓝天守护者","avatar":"https://static.tigerbbs.com/0227dd263e3b5294b3741a37d6840c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104312881064220","idStr":"4104312881064220"},"themes":[],"htmlText":"很好","listText":"很好","text":"很好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664063441","repostId":"664060749","repostType":1,"repost":{"id":664060749,"gmtCreate":1667561083180,"gmtModify":1667562710707,"author":{"id":"9000000000000137","authorId":"9000000000000137","name":"EdwardHughes","avatar":"https://static.tigerbbs.com/49e92bc2beb2bc66553161dcca70a314","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000137","idStr":"9000000000000137"},"themes":[],"title":"Rivian: Priced To Perfection; Little Room To Misstep","htmlText":"ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa","listText":"ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa","text":"ThesisIn my opinion, Rivian (NASDAQ:RIVN) is a speculative story-based long-duration asset that is priced to perfection.Valuedat a one-year forward EV/Sales of about x10, the company has arguably little room to misstep.But on 10 Octobera major misstep happened: Rivian hasannounceda recall ofnearly allof the company's past EV deliveries. The trading day following the news, RIVN shares have lost as much as 11%.I don't think Rivian's long-term prospects will be severely impacted by the EV vehicle recall. But still, the company's valuation is simply too high for investing with the risks associated to a story-led business case - especially given the current environment with depressed sentiment towards growth stock.Rivian stock is down some 80% YTD. But there is still excessive risk in the compa","images":[{"img":"https://static.tigerbbs.com/6ae2d5a5d1f93721b290ac8fbc77593b","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664060749","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}