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Overcoming Monster
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7,651-7,680 of 10,649
154
Ginkgo Bioworks (DNA)Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'villain critique' structure by aggregating negative testimonials to establish a narrative of failure.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses yellow highlighting to emphasize key critical phrases within the quotes.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a screenshot of a company's own investor presentation to undermine their narrative.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a testimonial-based approach to undermine the company's core technology claims.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
159
The slide uses highlighted text to emphasize key negative findings regarding project success rates and revenue generation.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
160
The slide uses a pull-quote format to emphasize the lack of successful customer outcomes.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses highlighting to emphasize the negative sentiment of the quote.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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Ginkgo Bioworks (DNA)Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
163
The slide uses a combination of narrative text and two data tables to support the claim of related-party revenue dependency.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
164
Uses direct quotes from a Synlogic executive to undermine Ginkgo's credibility.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
165
The slide uses a Q&A format to expose the artificial nature of the business relationship.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses highlighted text to emphasize key negative sentiment regarding the company's value proposition.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
167
Uses highlighted quotes to emphasize key points of failure and evasion.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses direct quotes from a consultation call to undermine the company's value proposition as a CRO.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
169
The slide uses a 'villain/contradiction' framing to undermine the credibility of a key customer relationship.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
170
The slide uses highlighted quotes to emphasize negative sentiment regarding Ginkgo's operational capabilities.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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This is a thesis-driven slide used in an activist short report.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
172
Uses direct quotes to frame Ginkgo's strategic moves as reactive to Zymergen's failure.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
173
The slide uses expert testimony to argue that the two companies are undifferentiated and that Ginkgo's projects are higher risk.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
174
The slide uses yellow highlighting to emphasize key claims about stock performance, technical capability, and corporate culture.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
175
The slide uses direct quotes to draw a parallel between Ginkgo and Zymergen, framing Ginkgo's business model as lacking substance ('secret sauce').Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
11
The slide uses a 'villain' framing by calling IonQ a scam and quantum computing a 'science fiction fantasy'.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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Uses a historical quote from MIT Technology Review to frame the current industry as being in a state of delusion.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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Uses a screenshot of a 2019 website archive to highlight the gap between marketing rhetoric and technical reality.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses a 'villain' framing by citing academic criticism to undermine the target's credibility.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses quotes from UMD professors to undermine the credibility of IonQ's technology claims.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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Uses a quote from Mikhail Dyakov to frame the entire industry as a 'Ponzi scheme'.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses a quote from a Quanta Magazine article to support the activist thesis that the target company's technology is fundamentally broken.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses a collage of four actual slides from IonQ's investor deck to support the claim of 'make-believe' projections.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit