Kir Kahlon, Founder and CIO of Scorpion Capital, reveals his latest short thesis on Quantumscape Corporation. Quantumscape is a battery manufacturer that vastly overstates and misleads investors on an epic scale. This $18 billion dollar company is one of many fraudulent battery companies that use deceptive tactics. In his research, Kir conducted 20 in-depth interviews, including 9 former employees and many of the world’s leading experts on solid-state batteries. Kir believes Quantumscape’s claims are misleading, grossly exaggerated, or simply fraudulent, with troubling parallels to Theranos.
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