QuantumScape: Waiting For A Major Breakthrough In 2025

Investment Strategy - The investor focuses on long-duration growth opportunities and balances the portfolio with low-volatility dividend-paying stocks [2] - The investor prioritizes fundamental analysis, emphasizing business and strategic perspectives, and evaluates financial performance and intrinsic value relative to stock price [2] - The investor seeks high-quality companies with reasonable valuations rather than deep discounts, as excessively cheap stocks may indicate underlying issues [2] QuantumScape (QS) Investment - QuantumScape's stock experienced significant volatility, rising from around $5 to over$9 per share shortly after the investor's bullish call [3] - The investor holds a beneficial long position in QuantumScape through stock ownership, options, or other derivatives [3]