Rivian: We Believe In The Larger Vision Here

GDS Investments
172 Followers
(6min)

Summary

  • Rivian has achieved consecutive quarters of gross profitability, driven by internal improvements, cost reductions, and more efficient scaling strategies.
  • The Volkswagen partnership provides $5.8 billion in funding, operational guidance, and distribution support, further de-risking Rivian’s balance sheet and scaling potential.
  • Rivian’s software and services segment now generates over half of gross profit, positioning the company as both an auto manufacturer and a car operating system leader.
  • With a founder-led team, strong brand appeal, and the upcoming R2 model, Rivian is poised for long-term growth despite industry challenges and past missteps.

Rivian Electric Pickup Truck

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The following segment was excerpted from GDS Investments' Client Update June 2025.


We wrote briefly about Rivian (NASDAQ:RIVN) earlier this year, and we are increasingly confident in Rivian as a source of long-term growth potential.

Rivian has admittedly

This article was written by

172 Followers
Glenn founded GDS Investments in 2012. From 2001 to 2012, he worked for Alsin Capital Management, Inc. as an equity research analyst (2001-2003), co-portfolio manager (2003-2008), and portfolio manager (2008-2012). Before joining ACM, Glenn worked for Enron Corp. as a derivatives structuring manager, and for Commerce Bancorp (now TD Bank) as a real estate credit analyst. He currently serves as an advisory board member of Value Conferences – an online-only conference featuring some of the most prestigious value investors across the globe. Glenn has a B.A. in management (accounting concentration) from Gettysburg College and an MBA (finance concentration) from Southern Methodist University. He graduated in the top 10% of his MBA class and participated in study abroad programs both as an undergraduate (Seville, Spain) and graduate student (Melbourne, Australia). Glenn’s interests include running and yoga.

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