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QS: Capital Light
Change in Business Model
Jul 30
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Brian A.
2
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QS: Capital Light
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Expected Value Primer
I’ve begun writing my first pass at actually attempting to come up with an intrinsic value for Quantumscape. In doing so, I’ve discovered that there are…
Jul 19
•
Brian A.
2
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Expected Value Primer
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QS: Trade Idea 2 - Review
This is mostly for my personal notes. I’ve been working off of the assumption that the back half of this year was going to be pretty eventful for…
Jul 16
•
Brian A.
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QS: Trade Idea 2 - Review
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QS: PowerCo Licensing Agreement
Press Release 8-K Headline It’s Happening!!!! This deal is monumental for Quantumscape. One, the advanced royalty payment of $130 million dollars likely…
Jul 12
•
Brian A.
2
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QS: PowerCo Licensing Agreement
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QS: Sampling Progression
From Prototype to Commercial Product
Jul 5
•
Brian A.
1
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QS: Sampling Progression
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QS: Path to Commercialization
QS products have several avenues for reaching customers; I’ll try to cover the big ones here.
Jul 2
•
Brian A.
2
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QS: Path to Commercialization
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June 2024
QS: Right Tails
If you’ve never heard the phrase, a "right tail" encompasses the extreme positive outcomes of a probability distribution. These are typically very low…
Jun 26
•
Brian A.
1
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QS: Right Tails
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QS Addressable Market: Electric Vehicles
This will be the first in a series of posts looking at the size of different addressable markets for lithium ion batteries. Ideally, these studies…
Jun 25
•
Brian A.
1
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QS Addressable Market: Electric Vehicles
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QS: Trade Idea 2
In my first trade idea post, I looked at a longer term trade idea.
Jun 24
•
Brian A.
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QS: Trade Idea 2
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QS: Trade Idea 1
Just to set the stage for these “trade ideas” posts; I classify myself as a value investor, first and foremost.
Jun 23
•
Brian A.
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QS: Trade Idea 1
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QS: Unit Economics
Once QS enters into production, investors will have a better view on the actual costs associated with manufacturing their cells.
Jun 20
•
Brian A.
1
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QS: Unit Economics
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QS: Upcoming Catalysts
I recently wrote a post called Anatomy of a Catalyst in my other blog where I explore the “how and when” for making event-driven trades. If you haven’t…
Jun 20
•
Brian A.
1
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QS: Upcoming Catalysts
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