Archive - Risk Premium: Research

Corporate Valuation Catalog

Jun 4 •

Joby - Table of Contents

Coverage of Joby Aviation path to commercialization, competition, and valuation.

Jun 4 •

May 2025

Joby vs. Archer

A deep dive comparison between the two main players in the eVTOL space: Archer vs. Joby

May 28 •

April 2025

QS: Global Valuation

Apr 21 •

March 2025

QS: Trade Idea 3

For my last trade idea, I had a position open that would have 60x had I not closed it early.

Mar 23 •

QS: Upcoming Catalysts

Mar 19 •

QS: Valuation Exercise - Base Case

As I see QS’s future ( ) , today, there are really 3 primary scenarios that can play out.

Mar 13 •

QS: Valuation Exercise - Bull Case

As I see QS’s future, today, there are really 3 primary scenarios that can play out.

Mar 5 •

February 2025

October 2024

QS: Sampling Progression

From Prototype to Commercial Product (Q3 2024 Update)

Oct 31, 2024 •

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