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BumRushDaShow

(163,541 posts)
Sat Nov 15, 2025, 05:14 AM Saturday

Soros fund goes for this legacy automaker - and sells off Tesla and Rivian stakes

Source: MarketWatch

Published: Nov. 14, 2025 at 5:57 p.m. ET


Billionaire investor George Soros’s investment fund sold stakes in electric-vehicle makers Tesla Inc. and Rivian Automotive Inc. in the quarter ended Sept. 30 - instead preferring to open a fresh position in legacy automaker Ford Motor Co., according to a securities filing released late Friday.

Soros Fund Management LLC, the investment firm and family office linked to the billionaire philanthropist, also placed a new bet on Walt Disney Co. Soros’s stake in Tesla had been small, but it had sizeable holdings in Rivian of about 35 million shares, worth about $525 million as of Friday.

Investors have grown more skeptical of EV makers as concerns about consumer demand have come front and center.

For Rivian, a lot will be riding on cheaper vehicles that the electric-truck maker hopes to have ready in the first half of 2026. Tesla, meanwhile, has endured criticism for having no immediate plans to bring a fresh model to the market, cheaper or not.

Read more: https://www.marketwatch.com/story/soross-fund-goes-for-this-legacy-automaker-and-sells-off-tesla-and-rivian-stakes-bd53a05b

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Soros fund goes for this legacy automaker - and sells off Tesla and Rivian stakes (Original Post) BumRushDaShow Saturday OP
Dumping Tesla. Big time! oasis Saturday #1
Let's add more volatility ... join the Mass Blackout! BlueWavePsych Saturday #8
Well, okay... Hugin Saturday #13
Guess they really hate restaurants! Mawspam2 Tuesday #15
I was caught behind a Rivian in heavy rush hour traffic recently... Hugin Saturday #2
I had never even heard of Rivian until last Thursday when I spotted a truck in the roundabout. Since Vinca Saturday #4
"Do people have gold mines in their back yards?" BumRushDaShow Saturday #5
LOL, you must not live in Seattle. maxsolomon 16 hrs ago #16
I'm on the other side of the country and I'd never even heard of them before. LOL. Vinca 15 hrs ago #20
Interesting. I saw two of them with thrashed tailgates mahina Saturday #11
I can only describe the behavior I saw in that case. Hugin Saturday #12
Well built EV's need to get down into the 20-30k market new before they will actually become feasible. Also... Cheezoholic Saturday #3
"Well built EV's need to get down into the 20-30k market new before they will actually become feasible." BumRushDaShow Saturday #6
That's me Polybius 15 hrs ago #19
China is making inexpensive EVs Danascot Saturday #10
I was checking out a trike... Hugin Saturday #14
Chinese EVs are very popular in Mexico. maxsolomon 16 hrs ago #18
My twenty-three year old Mercedes is doing fine. Worth more than I paid for it nine years ago. twodogsbarking Saturday #7
"Fresh model" Do we really need 'fresh models" every year? travelingthrulife Saturday #9
Not every year. maxsolomon 16 hrs ago #17

Hugin

(37,153 posts)
13. Well, okay...
Sat Nov 15, 2025, 12:41 PM
Saturday

But, I’m warning you that is my normal lifestyle from being on a fixed income for the past twenty five years.

It should be a breeze, tho.

Hugin

(37,153 posts)
2. I was caught behind a Rivian in heavy rush hour traffic recently...
Sat Nov 15, 2025, 06:41 AM
Saturday

It looked to be fairly new and due to its erratic stop-n-go behaviors it’s operator must’ve been new to an EV as well. They seemed to be having some trouble adapting to the different acceleration/torque curve of an EV. Maybe it was set in some sort of an off-road mode. Many horns were sounded.

Vinca

(53,050 posts)
4. I had never even heard of Rivian until last Thursday when I spotted a truck in the roundabout. Since
Sat Nov 15, 2025, 07:44 AM
Saturday

it was kind of small and that's what I've been looking for, I checked it out when I got home. It seems the very cheapest one you can get is $70+ thousand dollars. The one I wanted would have been close to $120,000. Do people have gold mines in their back yards?

BumRushDaShow

(163,541 posts)
5. "Do people have gold mines in their back yards?"
Sat Nov 15, 2025, 07:58 AM
Saturday

I remember seeing this article earlier this year - https://www.cnbc.com/2025/06/19/united-states-millionaires-wealth.html

(I think that is about to change though)

maxsolomon

(37,872 posts)
16. LOL, you must not live in Seattle.
Wed Nov 19, 2025, 07:38 PM
16 hrs ago

Rivian SUVs and Pickups are legion here, and particularly in my neighborhood. There is a dealership in our local mall, University Village.

mahina

(20,166 posts)
11. Interesting. I saw two of them with thrashed tailgates
Sat Nov 15, 2025, 12:24 PM
Saturday

Recently. So not isolated behavior, maybe.

Hugin

(37,153 posts)
12. I can only describe the behavior I saw in that case.
Sat Nov 15, 2025, 12:33 PM
Saturday

The vehicle would go from the posted speed to almost nill in a few seconds with no brake lights. I suppose it could be caused by the driver letting up on the power pedal and the vehicle not coasting in the same manner as a conventional truck.

Regenerative braking?

I have never had the opportunity to drive an EV. I have talked with several friends who own and drive them and they say that there is a familiarization curve.

Cheezoholic

(3,461 posts)
3. Well built EV's need to get down into the 20-30k market new before they will actually become feasible. Also...
Sat Nov 15, 2025, 07:41 AM
Saturday

they need to last, like 200k+ miles last. Those of us that can't afford a brand new vehicle (which is more than people that can) need to be able to buy reliable used EV's that don't cost a fortune to repair if needed. If we can't do that the poor will be driving used affordable (I'm talking 5-10k) gas vehicles for the next 20 years. You'd be surprised the quality vehicle you can get for 5 or 6k nowadays. EV's desperately need to reach that threshold to truly become viable IMO.


FF!!!

BumRushDaShow

(163,541 posts)
6. "Well built EV's need to get down into the 20-30k market new before they will actually become feasible."
Sat Nov 15, 2025, 08:02 AM
Saturday

But more than that, right now, the entire "charging infrastructure" is still MIA. There are tens of millions who live in dwellings with no garage and no way to charge such a car (notably those in rentals and particularly those in multi-story apartment buildings).

Polybius

(21,192 posts)
19. That's me
Wed Nov 19, 2025, 08:44 PM
15 hrs ago

No charger at home, but I charge nearby at the Superchargers. Spend like $18 every 10 days or so.

Hugin

(37,153 posts)
14. I was checking out a trike...
Sat Nov 15, 2025, 12:46 PM
Saturday

Vroom! Vroom! With the fat tires!

It is still a smidge beyond my means. :/

maxsolomon

(37,872 posts)
18. Chinese EVs are very popular in Mexico.
Wed Nov 19, 2025, 07:43 PM
16 hrs ago

My friend who lives in DF was reeling off brands like I knew what he was talking about.

I'd never heard of any of them; the US market is closed to Chinese autos.

maxsolomon

(37,872 posts)
17. Not every year.
Wed Nov 19, 2025, 07:42 PM
16 hrs ago

But Tesla has 4 models, and they haven't updated the styling of any of them AFAIK. They're pretty boring; in particular the Model X. The hideous Cybertruck is beyond saving.

Rivians run circles around Tesla for design.

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