Matching slides 10,649
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The slide uses a Q&A format to highlight negative customer sentiment and lack of ROI.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions2 hits
71
The slide uses a Q&A format to present qualitative evidence against the subject company.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions2 hits
72
The slide uses a Q&A format to document expert feedback on instrument performance.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions2 hits
73
The slide uses a Q&A format to validate the thesis that the machine failed to scale due to reliability concerns.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions2 hits
74
Transcript of expert consultation call.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions2 hits
75
The slide uses a Q&A format to present expert testimony as evidence of product failure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions2 hits
09
The slide uses a combination of a table from a SPAC prospectus and screenshots of LinkedIn and corporate registry filings to build a case of a 'China Hustle-type scam'.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
10
Uses investigative field research to challenge the legitimacy of revenue sources.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
11
Uses the 'iceberg' metaphor to suggest deeper fraud. Includes a screenshot of a press release and a website as evidence.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
12
The slide uses red circles and arrows to highlight specific data points in the SEC filing to support the narrative of undisclosed related-party transactions.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
13
The slide uses a red box to highlight Ginkgo Bioworks as the most expensive company in the dataset.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
14
The slide uses a table of current shareholders to highlight the 'smart money' concentration.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
15
Uses specific examples of financial fraud and regulatory trouble to counter the 'halo effect' of Tiger Cub investment.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
16
The slide uses a narrative structure to link an investor (Viking) to questionable related-party transactions involving the target company (Ginkgo).Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
17
The slide uses a 'villain' narrative by comparing Ginkgo's business practices to the failed WeWork IPO strategy.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
18
The slide uses a combination of primary source excerpts and critical commentary to frame the Ferment Fund as a 'slush fund' rather than a legitimate investment vehicle.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
19
The slide uses screenshots of a LinkedIn profile and the Ferment website to build a case of related-party transactions.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
20
The slide uses a Q&A format to present qualitative evidence of a potential conflict of interest or undisclosed related-party transaction.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
21
The slide uses a 'guilt by association' tactic, linking major investors (Cascade, General Atlantic) to individuals with controversial pasts (Michael Larson, Michelle Dipp).Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
22
Uses a comparative narrative to undermine the credibility of the company's leadership and mission statements.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
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Uses the 'Grow' magazine as evidence of the company's focus on aesthetics over substance.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
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Uses direct quotes from the company's prospectus to highlight perceived obfuscation.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
25
Uses historical book covers to argue that the company's core technology is not novel.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
26
The slide uses a 'villain' framing by labeling smaller competitors as 'bottom-feeder CRO's'.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
27
The slide uses a 'villain_critique' approach by aggregating negative expert testimony to undermine the company's value proposition.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
28
The slide uses aggressive, activist-style language to frame the company as a 'greater fool SPAC' and 'broken business model'.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
29
The slide uses a combination of financial analysis and qualitative expert/ex-employee testimony to undermine the company's business model.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique2 hits
08
The slide uses a 'villain' framing by suggesting the CEO is 'pumping' the stock.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
09
Uses a screenshot of a CNBC interview to highlight a perceived lie by the CEO regarding lock-up expirations.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits
10
Uses historical analogy to frame the company as a speculative bubble.QuantumScape (QS) · Scorpion Capital
Activist deck Short seller Beat · Critique of Quantumscape's claims and technology2 hits