QuantumScape (Ticker: QS): A Zero or the Next Tech Giant? With Simon Erickson

QuantumScape (Ticker: QS): A Zero or the Next Tech Giant? With Simon Erickson

QuantumScape focuses on the development and commercialization of solid-state lithium-metal batteries for electric vehicles and other applications. The company was founded in 2010. Listen as Brett and Ryan ask Simon questions about the company, its business model, and its valuation. Enjoy the show! ***************************** This episode is sponsored by Stream by AlphaSense, the highest quality expert network library. Sign-up here and get a 14-day free trial: https://streamrg.co/CCM ****************************** Access our “Not So Deep Dive” episodes by signing up for CCM+. Sign-up directly through Spotify or Apple Podcasts. If you listen on another podcast player, use this link and create a private RSS feed: https://anchor.fm/chitchatmoney/subscribe Need more information? Check-out our launch newsletter: https://chitchatmoney.substack.com/p/welcome-to-chit-chat-money-plus ****************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney Interested to see more of Simon's work? Follow him on Twitter here: https://twitter.com/7Innovator?s=20&t=B7-1UYDm2d0SpmLFYgeH1g Sign-up to 7investing with code "MONEY" and get $100 off your annual subscription: https://7investing.com/subscribe/ Contact us: chitchatmoneypodcast@gmail.com Timestamps QuantumScape | (4:56) Partnerships | (19:22) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(786)

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (03:22) Google's $85 Billion E...

5 Jun 1h 6min

Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson

Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss: (00:00) Introduction (03:44) The AI Narrative and Duolingo's Position...

3 Jun 57min

Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM

Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:17) Salesforce Earnings and B...

29 Mai 1h 5min

What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)

What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)

On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss: (00:00) Introduction (02:58) Bill Ackman (10:15) Berkshire Hathaway (18:59) Akre Capi...

27 Mai 1h 8min

EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB

EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (02:59) Financial Overview of Spa...

22 Mai 1h 5min

MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI)

MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI)

On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss: (00:00) Introduction (03:15) The Importance of Indexes and Benchmarking (06:12) Challen...

20 Mai 58min

Dissecting 10 Small Cap Stocks (DUOL, BILL, And?)

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No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format. **********************************...

15 Mai 1h 9min

(ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio

(ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio

On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others. (03:59) Remitly (12:33) Adob...

13 Mai 1h 10min

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