D-Wave: The Only Quantum Computing Company For A Decade

Company Analysis - D-Wave (NYSE: QBTS) has developed a significant and sustainable competitive advantage over its immediate competitors IONQ, RGTI, QUBT, as well as major players in the quantum computing world like MSFT, GOOG, and IBM [1] - The company is considered to have disruptive technology and growth potential, making it a focus for investment analysis [1] Industry Focus - The analyst focuses on small to mid-cap companies with disruptive technology, particularly in the quantum computing sector [1] - The electrification of everything is a current area of focus for the analyst, indicating a broader trend in the industry [1] Investment Strategy - The analyst invests with a two-year time frame but often keeps investments for far longer, reflecting a long-term investment approach [1] - The analyst's family history of investing through major market events has shaped a strategy of choosing winners, avoiding losers, cutting losses early, and letting winners run [1] Analyst Background - The analyst has an MBA and qualifications in accounting and company valuation, with a career beginning at Bank of America in the 1980s [1] - The analyst's family has a history of investing in computers, banking stocks, transport, and utilities, with some original holdings still retained [1]