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QuantumScape

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 23, 2026 by Jeremy Grantham · said 3 times in 1 episodes since 2026 · across every show →

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brought up most by Jeremy Grantham (3)

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2026 3 mentions in 1 episode

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Everything said about QuantumScape, oldest first

Mar 23, 2026 neutral
Assertion Supported
Grantham: Pre-revenue QuantumScape was briefly worth more than General Motors in 2020
“It exploded to a 131 by the end of twenty-twenty. For a second was worth more than General Motors. Years away from having any sales.”
Jeremy Grantham Mar 23, 2026 ▶ 42:25 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
Mar 23, 2026 positive
Disclosure
Grantham Held a Five Percent Personal Equity Stake in QuantumScape in 2020
“That was by far the biggest investment I had ever made. It's the only one I owned myself, because our opportunity to invest in it was only if we bought a whole lot. It was unsuitably large holding. I had five percent of QuantumScape, I think, in 2020.”
Jeremy Grantham Mar 23, 2026 ▶ 42:51 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
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