{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 2186, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 1, "slideType": "executive_summary", "function": "summarize", "notes": "This is a short-seller research report cover/intro page.", "imagePath": "https://imgproxy.kitesheet.com/ClbaOcwNDwa66wVVZFWKvq9FT6Aqih-E1NhQr6kt8xE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81Yzg3ODZjNTU1YmEvcDAwMS5wbmc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/1", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/jXYwTjicJZvBU3YtCKx4fZh7wqFVcDo4wr8B_Lrm8v0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81Yzg3ODZjNTU1YmEvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/fEFjH8_c4LgfuUgYXKN6MNHYgInV_hdFRXP6Pk_qRFg/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81Yzg3ODZjNTU1YmEvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/Q-bAo4wcs1oUBoQLKl9chuLnRbVAJ1pXIIzERJJv8TQ/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81Yzg3ODZjNTU1YmEvcDAwMS5qcGc" }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 2, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses the 'iceberg' metaphor to describe the hidden risks of the company's financial projections.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/2", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 2, "beatId": "2a47216d-ea1a-4239-b1ca-a59ccb0230f6", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Skillz's leadership and business practices.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 3, "slideType": "executive_summary", "function": "diagnose_problem", "notes": "This is a research note slide highlighting critical risks regarding customer concentration and declining game performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/3", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 2, "beatId": "2a47216d-ea1a-4239-b1ca-a59ccb0230f6", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Skillz's leadership and business practices.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 4, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "This slide functions as a 'short-seller' research note, highlighting negative sentiment from former employees and questioning the validity of corporate PR.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/4", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 2, "beatId": "2a47216d-ea1a-4239-b1ca-a59ccb0230f6", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Skillz's leadership and business practices.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 5, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "The slide uses investigative journalism techniques to undermine the CEO's credibility.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/5", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 2, "beatId": "2a47216d-ea1a-4239-b1ca-a59ccb0230f6", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The document critiques Skillz's leadership and business practices.", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 6, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a bearish tone to argue against the company's growth projections.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/6", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-6", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 7, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "This is a short-seller research note exposing a contradiction between company projections and underlying developer performance data.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/7", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-7", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 8, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'company favorable' assumption model to demonstrate that even under best-case scenarios, the core business is declining.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/8", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 9, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a table to highlight specific growth projections and includes a testimonial quote to undermine the company's narrative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/9", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 10, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a quote from a former employee and a direct excerpt from Google's policy to support its bearish thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/10", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 11, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "Includes a Bloomberg terminal screenshot showing stock price movement and a snippet from an S-1 filing.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/11", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 12, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a screenshot of a Google Groups delivery failure notification.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/12", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-12", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 13, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a series of bullet points to document specific failed partnerships (Glu Mobile, Buck Hunter, Beeline Interactive, NFL) to undermine management credibility.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/13", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-13", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 14, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes specific references to legal case 'Cooper v. Skillz, Inc.' and footnotes.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/14", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-14", "loopMatches": [], "arcBeatMatches": [ { "to": 14, "from": 6, "beatId": "f84cc465-1048-430b-8465-9fbf15e07ad7", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The document exposes contradictions in Skillz's financials and business practices.", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 15, "slideType": "appendix_disclosure", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/15", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 15, "from": 15, "beatId": "4520d332-74a8-4757-9ac2-eda200a7f6dc", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Appendix Disclosure", "beatSlug": null, "evidence": "The document provides a financial disclaimer.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-448b6ac5b7fb", "docSlug": "5c8786c555ba", "documentTitle": "Skillz, Inc. (SKLZ)", "authorId": "60_Wolfpack_Research", "authorName": "Wolfpack Research", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-03-08 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 16, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-448b6ac5b7fb/16", "deckHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-448b6ac5b7fb#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 16, "from": 16, "beatId": "f9be72ed-d05a-47c4-ab73-ed9450879e36", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Disclaimer", "beatSlug": null, "evidence": "The document provides a disclaimer.", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 302, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "The slide uses direct quotes to undermine the value proposition of the OCS device.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/302", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-302", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 303, "slideType": "villain_critique", "function": "name_villain", "notes": "This is a text-only slide serving as a section header or key point in a research note.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/303", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-303", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 304, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses direct quotes from surgeons to build a bearish case against the company (TransMedics/Waleed).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/304", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-304", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 305, "slideType": "competitive_analysis", "function": "compare_peers", "notes": "The slide uses a 'laundry list' format to present competitive threats, supported by product imagery.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/305", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-305", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 306, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide uses a 'villain' narrative structure to frame TransMedics as vulnerable to upcoming competition.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/306", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-306", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 307, "slideType": "testimonial", "function": "expose_gap", "notes": "The slide uses expert testimony to build a bearish case against the incumbent (TransMedics).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/307", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-307", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 308, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses expert testimony to undermine the value proposition of TransMedics' portability.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/308", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-308", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 309, "slideType": "key_takeaways", "function": "summarize", "notes": "The slide uses direct quotes from an OrganOx employee and a leading transplant surgeon to validate the thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/309", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-309", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 310, "slideType": "testimonial", "function": "illustrate_case", "notes": "The slide uses direct quotes from transplant surgeons and hepatologists to validate the thesis of market disruption.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/310", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-310", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 311, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide highlights a competitive threat to TransMedics driven by OPO purchasing behavior.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/311", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-311", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 312, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide uses direct quotes from an industry expert to build a bearish case against TransMedics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/312", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-312", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 313, "slideType": "quote_slide", "function": "expose_contradiction", "notes": "The slide uses a direct quote to highlight a competitive threat to TransMedics' business model.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/313", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-313", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 314, "slideType": "testimonial", "function": "illustrate_case", "notes": "The slide uses direct quotes from an organ procurement specialist to validate the thesis of market disruption.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/314", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-314", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 315, "slideType": "testimonial", "function": "expose_gap", "notes": "The slide uses direct quotes from a transplant surgeon to validate the thesis that TransMedics is at risk of being rendered obsolete by competitors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/315", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-315", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 316, "slideType": "quote_slide", "function": "expose_contradiction", "notes": "Includes verbatim transcripts from a transplant surgeon regarding competitive dynamics in the liver transplant market.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/316", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-316", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 317, "slideType": "thesis_headline", "function": "frame_problem", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/317", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-317", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 318, "slideType": "villain_critique", "function": "expose_gap", "notes": "The slide uses a combination of cost comparison and technical diagrams to argue for the obsolescence of the subject company's core product.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/318", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-318", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 319, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses expert testimony to frame TransMedics as an overpriced incumbent being disrupted by a cheaper, established European technique (NRP).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/319", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-319", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 320, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide uses direct quotes from a consultation call to highlight the competitive threat of NRP to TransMedics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/320", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-320", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 321, "slideType": "key_takeaways", "function": "summarize", "notes": "Includes citations from JAMA and American Journal of Transplantation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/321", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-321", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 322, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide contrasts the perceived limitations of TransMedics' technology with the functional advantages of NRP, supported by expert testimony and market evidence.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/322", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-322", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 323, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The slide uses a 'canary in the coal mine' metaphor to frame the loss of a major customer as a leading indicator of broader market share erosion.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/323", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-323", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 324, "slideType": "testimonial", "function": "illustrate_case", "notes": "The slide uses direct quotes from industry experts to validate the thesis of NRP market penetration.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/324", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-324", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 325, "slideType": "quote_slide", "function": "cite_precedent", "notes": "The slide uses a direct quote to frame the current market situation as overpriced and vulnerable to disruption, drawing an analogy to the Hepatitis C drug market.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/325", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-325", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 326, "slideType": "villain_critique", "function": "name_villain", "notes": "This slide functions as a 'villain critique' or 'fraud exposure' note, likely part of a short-seller research report.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/326", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-326", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 327, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses direct quotes from former employees to build a case for corporate malfeasance and product failure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/327", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-327", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 328, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to present testimony, highlighting specific instances of alleged misconduct.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/328", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-328", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 329, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A transcript format to substantiate claims about corporate governance and safety oversight failures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/329", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-329", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 330, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses direct quotes from former employees and industry peers to build a case against the reliability of the TransMedics OCS device.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/330", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-330", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 331, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a direct quote from a CEO of a major OPO regarding a surgeon's resignation due to safety concerns.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/331", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-331", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 332, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "The slide presents a Q&A format to highlight a specific technical failure mode (necrosis) attributed to the device's design.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/332", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-332", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 333, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses visual evidence (images of livers and CT scans) to support the argument that machine perfusion causes lasting tissue damage.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/333", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-333", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 334, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a combination of narrative summary and direct Q&A excerpts to build a case against the company's product claims.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/334", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-334", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 335, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight a specific failure in the procurement process.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/335", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-335", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 336, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide presents a narrative of corporate deception regarding medical device performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/336", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-336", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 337, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight a perceived cover-up by the company.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/337", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-337", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 338, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a quote to highlight a perceived lack of transparency by the company.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/338", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-338", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 339, "slideType": "testimonial", "function": "expose_contradiction", "notes": "The slide presents a narrative of institutional failure and ethical concerns regarding medical device reporting.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/339", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-339", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 340, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "The slide uses a Q&A format to highlight a specific expert's negative experience with TransMedics equipment and corporate communication.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/340", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-340", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 341, "slideType": "quote_slide", "function": "expose_contradiction", "notes": "The slide highlights a critical failure in safety protocols and regulatory compliance as perceived by an industry expert.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/341", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-341", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 342, "slideType": "quote_slide", "function": "expose_contradiction", "notes": "The slide uses highlighted text to emphasize key allegations of non-reporting and unethical behavior.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/342", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-342", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-4b91788fc785", "docSlug": "5fadb686cc03", "documentTitle": "Twist Bioscience (TWST)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-11-15 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": "This is a classic 'short-and-distort' activist deck cover page, utilizing aggressive, inflammatory language to frame the thesis.", "imagePath": "https://imgproxy.kitesheet.com/k4JG2O3QQCwNykeRG1XT2OEnayu9DQuwasSRXJfp-HE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZmFkYjY4NmNjMDMvcDAwMS5wbmc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-4b91788fc785/1", "deckHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "10651a68-62a1-40fd-b05b-b1f20771d7a4", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Introduction to Twist Bioscience's issues", "beatSlug": "hook", "evidence": "Executive summary highlighting key concerns", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": "https://imgproxy.kitesheet.com/RwGW4R0aQ12vmUKRdsvhfczC69XHZIakwecO7wrnEAs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZmFkYjY4NmNjMDMvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/BjG5q9TSLW04J-Csm3RZqVtMA-Sjl2hik56kpRDyNAo/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZmFkYjY4NmNjMDMvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/OJqI4HDB0Tohd8ns917vSjPqUhfNg9bkeKAFHmXhCa0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81ZmFkYjY4NmNjMDMvcDAwMS5qcGc" }, { "docId": "019dd923-622c-750b-8b9a-4b91788fc785", "docSlug": "5fadb686cc03", "documentTitle": "Twist Bioscience (TWST)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-11-15 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 2, "slideType": "appendix_disclosure", "function": "other", "notes": "Standard activist short report legal disclaimer.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-4b91788fc785/2", "deckHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "10651a68-62a1-40fd-b05b-b1f20771d7a4", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Introduction to Twist Bioscience's issues", "beatSlug": "hook", "evidence": "Executive summary highlighting key concerns", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b9a-4b91788fc785", "docSlug": "5fadb686cc03", "documentTitle": "Twist Bioscience (TWST)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-11-15 00:00:00", "orientation": "landscape", "aspectRatio": 1.2941177, "pageNumber": 3, "slideType": "table_of_contents", "function": "front_matter", "notes": "The slide uses strong, accusatory language typical of activist short-seller reports (e.g., 'Ponzi-like', 'fraudulent', 'Worldcom-esque').", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-4b91788fc785/3", "deckHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "10651a68-62a1-40fd-b05b-b1f20771d7a4", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Introduction to Twist Bioscience's issues", "beatSlug": "hook", "evidence": "Executive summary highlighting key concerns", "position": 0, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }