Lets start off with, there is not a single analyst in the world that gets everything correct. Myself included. Isaac Newton, arguably one of the smartest people in history lost millions, relative to today’s rates, betting on the South Sea Company. The vast majority of our positions have done well, or are doing well. But Quantum Scape has been the little red dot being annoying in the sea of green. However, I still stand by my Quantum Scape position.
The update:
