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QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....Read more

Macroeconomic Background: Energy Reality in the AI ​​Age Energy markets are experiencing a structural break from historical supply-demand cycles. While the debate continues about whether demand for traditional hydrocarbons has peaked, the "energy hunger" created by Artificial Intelligence (AI) and data centers is creating a new demand shock.Read more

Company Overview Scully Royalty Ltd. (NYSE: SRL) is a Shanghai-based holding company (incorporated 2017, formerly MFC Bancorp Ltd.) with roots dating back to 1956.Read more

Agfa-Gevaert: A New Lease of Life Through Digitalisation and Materials Innovation A Careful Industrial Repositioning, Driven by Discipline, Digitalisation, and Speciality Materials Agfa-Gevaert (Euronext: AGFB) has undergone a transformation from an iconic photographic company into a focused digital imaging and specialty materials company. Following the sale of its Offset Solutions division to Aurelius Group in 2023, Agfa significantly reduced its exposure to the cyclical print sector and freed up capital for growth in higher-margin segments, such as digital radiology, industrial inkjet, and advanced chemical materials.Read more

Why are Hitit's Multiples Higher? As analysts have noted, Hitit's multiples (P/E >30x, EV/EBITDA >20x) are significantly higher than its competitors.Read more

Keppel DC REIT (SGX: AJBU) is a resilient gem in the data center space, offering stability and income in an AI-driven world—making it a solid hold for long-term investors, though not a screaming bargain at current levels. As of December 2025, trading at S$2.24, it's fairly valued to mildly undervalued, with a P/NAV ratio of 1.42x (NAV S$1.58), suggesting a slight premium justified by its high-quality assets.Read more

MINISO Investment Thesis This analysis is based on the MINISO 2024 Q4 and 2025 Q1 earnings call presentations and the provided transcript. # Catalysts MINISO has several key growth drivers that could meaningfully impact sales and earnings: Global Store Network Expansion: The primary catalyst is the aggressive and ongoing expansion of its store network, both in China and, more significantly, in overseas markets.Read more

Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more

Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.Read more