{
  "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": 55,
  "pageCount": 236,
  "prevPage": 54,
  "nextPage": 56,
  "slideType": "thesis_headline",
  "function": "frame_problem",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": "The slide uses strong, inflammatory language to frame the company as a 'ticking time bomb' and 'Ponzi-like scheme'.",
  "elementsJson": [
    "headline_text"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-4b91788fc785/55",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-4b91788fc785#slide-55",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Part I: Twist is a ticking time bomb, a commodity synthetic DNA manufacturer and glorified CMO, operating an unsustainable Ponzi-like scheme based on price dumping and customer subsidies to buy revenue and create the illusion of “growth.”",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-0932-77cf-bfe7-6b9a5e6171bc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.9,
        "x": 0.05,
        "y": 0.08
      },
      "kind": "title",
      "text": "Part I: Twist is a ticking time bomb, a commodity synthetic DNA manufacturer and glorified CMO, operating an unsustainable Ponzi-like scheme based on price dumping and customer subsidies to buy revenue and create the illusion of “growth.”",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ae2fe980-d429-4b07-90c6-9ef1e606bf05",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "antagonist-introduction",
      "slug": null,
      "matchId": "2881a6d1-ce62-4716-89f0-17316dbab33b",
      "evidence": "The slide explicitly frames the company as a 'ticking time bomb' and 'Ponzi-like scheme' to establish it as the antagonist.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 70,
      "from": 55,
      "beatId": "f840f37b-dc3b-4f69-a41b-48aecbb588b4",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Presentation of the thesis",
      "beatSlug": null,
      "evidence": "Clear articulation of the case against Twist",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}