Energy: Quantumscape, Luminar, and Investing in Auto Tech
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 17 December 2020
⏱️ 37 minutes
🧾️ Download transcript
Summary
Motley Fool Senior Auto Analyst John Rosevear joins the show to break down two hot IPOs in the automotive space, Quantumscape and Luminar. We discuss Quantumscape’s recent revelation about its solid state battery technology, take a look at what Luminar is doing in Lidar, and we break down the investment prospects for both. Finally, John shares the trends he’ll be watching for in autos as we head into 2021.
Stocks Mentioned: QS, LAZR, TM, VWAGY, VLDR, INTC, GM, F, TSLA, NIO, CGRO, IPV
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. |
| 0:24.0 | Let's dive in. |
| 0:27.4 | Welcome entry focus. |
| 0:28.3 | I'm Nick Saipel. |
| 0:29.5 | This week we're sharing our thoughts on Quantumscape and Luminar two automotive tech IPOs |
| 0:35.2 | that investors just can't stop asking about joining me to break it all down as |
| 0:39.6 | Motley Fool senior auto analyst John Roosevelt. John, welcome back on the podcast. |
| 0:43.3 | Thanks for having me, Nick. |
| 0:44.6 | It's great to have you back on the show. |
| 0:47.2 | You know, 20 has been the year of electric vehicles |
| 0:51.3 | with Tesla going on an incredible run and large numbers of |
| 0:54.8 | spacks we've got Chinese companies like X-Ping and others coming to the market |
| 0:58.9 | what has it been like this year as someone who covers this space? |
| 1:01.8 | It's been like the fire hose. |
| 1:03.6 | It's been, you know, every time I think I've got, |
| 1:06.6 | okay, the last batch of companies that came to public |
| 1:09.4 | that started taking off, okay, we've got, |
| 1:11.2 | we've got data on them, we've connected with the companies, |
| 1:15.0 | we have a sense of where they're going financially, oh look, there's three new ones. |
... |
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