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    Ron Jewsikow

    Research Analyst at Guggenheim Securities, LLC

    Ron Jewsikow is Director and lead auto analyst at Guggenheim Securities, specializing in equity research covering electric vehicle OEMs, automotive suppliers, and dealerships including Rivian, Tesla, AutoNation, Aptiv, BorgWarner, Gentex, Group 1 Automotive, Lithia Motors, and Visteon. With a track record of over 50% success rate and an average return per rating around -6.2%, he has issued more than 59 stock ratings and is recognized for his analytical rigor and detailed sector coverage. Jewsikow began his career at Wells Fargo Securities (2012-2018), joined Guggenheim Securities in 2018, and holds finance degrees from The Ohio State University. He is FINRA-registered and credentials include securities licenses qualifying him for equity research and publishing official investment recommendations.

    Ron Jewsikow's questions to Rivian Automotive, Inc. / DE (RIVN) leadership

    Ron Jewsikow's questions to Rivian Automotive, Inc. / DE (RIVN) leadership • Q2 2025

    Question

    Ron Jewsikow asked if policy changes have altered Rivian's view on R2/R3 pricing or capacity and requested an update on R2 preorders. He also questioned the team's confidence in their sensor fusion approach to autonomy versus camera-only or LiDAR-heavy strategies.

    Answer

    CEO RJ Scaringe declined to provide a preorder number but expressed extreme bullishness on R2's product-market fit, noting its design for both US and European markets supports capacity plans. On autonomy, he detailed their AI-centric, early-fusion approach, arguing that a rich sensor set (cameras and radar) provides a more robust data feed for their large driving model, making the specific sensor choice less critical than the AI architecture itself.

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    Ron Jewsikow's questions to LITHIA MOTORS (LAD) leadership

    Ron Jewsikow's questions to LITHIA MOTORS (LAD) leadership • Q2 2025

    Question

    Ron Jewsikow from Guggenheim Securities, LLC asked about the strong growth in Driveway Finance (DFC) and why the back-half guidance implies a slowdown. He also requested quantification of the potential cost savings from SG&A initiatives like performance management and tech stack optimization.

    Answer

    SVP of Finance Chuck Lietz explained the DFC guidance reflects seasonality and the upfront impact of CECL reserves from strong origination growth. President & CEO Bryan DeBoer detailed the SG&A reduction plan, stating that a majority of the targeted 700 basis points of improvement will come from AI-driven productivity gains in sales and service, with the remainder from vendor scale.

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    Ron Jewsikow's questions to GENTEX (GNTX) leadership

    Ron Jewsikow's questions to GENTEX (GNTX) leadership • Q2 2025

    Question

    Ron Jewsikow of Guggenheim Securities sought to understand the reasons for the increased Full Display Mirror (FDM) shipment guidance, why the China market isn't rebounding to pre-tariff levels despite some relief, and whether unreimbursed tariff costs from Q2 would be recovered.

    Answer

    President & CEO Steve Downing attributed the FDM guidance increase to a combination of strong H1 performance, positive take rates, and a solid launch cadence. He emphasized that the primary reason for the slow China rebound is vehicle de-contenting by OEMs facing profitability pressures, which is a bigger factor than local competition. He also expressed high confidence that the $2.7 million in unreimbursed tariffs would be recovered.

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