Matching slides 10,649
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8,071-8,100 of 10,649

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The slide uses a 'company favorable' assumption model to demonstrate that even under best-case scenarios, the core business is declining.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a table to highlight specific growth projections and includes a testimonial quote to undermine the company's narrative.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a quote from a former employee and a direct excerpt from Google's policy to support its bearish thesis.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
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Includes a Bloomberg terminal screenshot showing stock price movement and a snippet from an S-1 filing.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
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Includes a screenshot of a Google Groups delivery failure notification.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a series of bullet points to document specific failed partnerships (Glu Mobile, Buck Hunter, Beeline Interactive, NFL) to undermine management credibility.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
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Includes specific references to legal case 'Cooper v. Skillz, Inc.' and footnotes.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
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Skillz, Inc. (SKLZ)Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Appendix Disclosure1 hit
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Skillz, Inc. (SKLZ)Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Disclaimer1 hit
01
Slide 1
This is a classic 'short-and-distort' activist deck cover page, utilizing aggressive, inflammatory language to frame the thesis.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
02
Standard activist short report legal disclaimer.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
03
The slide uses strong, accusatory language typical of activist short-seller reports (e.g., 'Ponzi-like', 'fraudulent', 'Worldcom-esque').Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
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The slide uses highly aggressive, loaded language typical of short-seller activist reports.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
05
The slide uses strong, aggressive language ('Ponzi-like', 'house of cards', 'hoax') typical of activist short-seller reports.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
06
The slide uses aggressive, inflammatory metaphors (e.g., 'suicide bomber', 'taunting ISIS') to characterize the company's business practices.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
07
The slide uses a 'Theranos' comparison to frame the narrative of technological deception.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
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The slide uses a numbered list to present four distinct arguments (points 4-7) challenging the company's technological claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
09
Continues a series of arguments regarding the fraudulent nature of the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
10
The slide uses strong, accusatory language ('Ponzi-like', 'accounting fraud', 'vaporous program') to frame the company's financial reporting as deceptive.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
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This is a continuation of a series of allegations against Twist Bioscience, focusing on financial reporting irregularities.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
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This is a continuation of a series of allegations regarding accounting practices.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
13
This slide functions as a 'villain critique' or 'expose' of the target company's operational failures.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
14
The slide uses anecdotal evidence from customers, ex-employees, and competitors to build a case against the company's operational viability.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
15
The slide uses strong, emotive language ('emperor has no clothes', 'scares the living heck out of anyone') to frame the company as a low-quality vendor.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
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The slide uses qualitative evidence from customer and competitor interviews to support the thesis of commoditization.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
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This slide uses a series of numbered testimonials to build a case against the company's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
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The slide uses anecdotal evidence from ex-employees and competitors to support the thesis of a growth plateau.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
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This slide continues a series of points (3-6) detailing competitive threats and market limitations.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
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The slide uses numbered points to build a case against the company's long-term viability.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
21
The slide uses strong, accusatory language ('cesspool of bad actors', 'modern slavery', 'FCPA risks') to frame the company's governance as fraudulent.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit