Matching slides 110,355
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47,971-48,000 of 110,355

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164
The slide uses direct quotes from a customer to undermine the company's quality reputation.Twist Bioscience (TWST) · Scorpion Capital
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The slide uses a Q&A format to validate the thesis that Twist is losing market share due to quality/consistency issues.Twist Bioscience (TWST) · Scorpion Capital
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166
The slide uses direct quotes from an IDT ex-regional sales manager to undermine the target company's marketing claims.Twist Bioscience (TWST) · Scorpion Capital
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167
The slide uses a Q&A format to highlight operational failures.Twist Bioscience (TWST) · Scorpion Capital
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168
The slide uses highlighted text to emphasize key arguments regarding Twist's perceived lack of technical innovation and reliance on unsustainable pricing.Twist Bioscience (TWST) · Scorpion Capital
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169
The slide uses direct quotes from a competitor to undermine the target company's credibility.Twist Bioscience (TWST) · Scorpion Capital
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170
The slide uses direct quotes from former employees and competitors to undermine the company's value proposition.Twist Bioscience (TWST) · Scorpion Capital
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172
The slide uses a Q&A transcript format to build a case against the company's competitive moat.Twist Bioscience (TWST) · Scorpion Capital
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174
The slide uses expert testimony to undermine the company's moat.Twist Bioscience (TWST) · Scorpion Capital
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175
The slide uses quotes from former employees to undermine the company's growth narrative.Twist Bioscience (TWST) · Scorpion Capital
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176
The slide uses direct quotes from a competitor to frame the target company's business model as unsustainable.Twist Bioscience (TWST) · Scorpion Capital
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177
The slide uses Q&A transcripts to undermine the competitive moat of the subject company (Twist).Twist Bioscience (TWST) · Scorpion Capital
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178
The slide uses a Q&A format to frame the expert's testimony as a critique of Twist's business model.Twist Bioscience (TWST) · Scorpion Capital
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179
The slide uses a Q&A format to highlight negative sentiment from a key customer.Twist Bioscience (TWST) · Scorpion Capital
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The slide uses a Q&A format to validate the thesis that Twist is a 'race to the bottom' competitor.Twist Bioscience (TWST) · Scorpion Capital
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181
The slide uses a direct quote from an expert consultation to undermine the target company's (Twist) business model and sustainability.Twist Bioscience (TWST) · Scorpion Capital
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182
The slide uses direct quotes from a former competitor employee to frame Twist's strategy as low-quality/low-cost vs. the industry standard of quality-focused value propositions.Twist Bioscience (TWST) · Scorpion Capital
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184
Uses LinkedIn Insights data and 10K filings to highlight a contradiction between company narrative and operational reality.Twist Bioscience (TWST) · Scorpion Capital
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185
The slide uses a red box to highlight the specific data point (Sales -60%) that contradicts the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
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186
The slide uses a Q&A format to validate the thesis that Twist's growth is stalling.Twist Bioscience (TWST) · Scorpion Capital
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187
The slide uses a Q&A transcript format to validate the thesis that Twist is losing competitive momentum.Twist Bioscience (TWST) · Scorpion Capital
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188
The slide uses a Q&A format to frame the expert's critique of Twist's competitive position.Twist Bioscience (TWST) · Scorpion Capital
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The slide uses bolding and highlighting to emphasize negative sentiment regarding Twist's market position.Twist Bioscience (TWST) · Scorpion Capital
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190
The slide uses a Q&A format to present primary research findings from Scorpion Capital.Twist Bioscience (TWST) · Scorpion Capital
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191
The slide uses a Q&A format to present expert testimony.Twist Bioscience (TWST) · Scorpion Capital
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192
The slide uses a Q&A transcript format to frame Twist's pricing as unsustainable and predatory.Twist Bioscience (TWST) · Scorpion Capital
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193
The slide uses highlighted text to emphasize key negative sentiment regarding Twist's market position.Twist Bioscience (TWST) · Scorpion Capital
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194
The slide uses a Q&A format to validate the thesis that Twist is losing market share to larger incumbents.Twist Bioscience (TWST) · Scorpion Capital
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195
Uses expert testimony to frame the company as a commodity player in a niche market.Twist Bioscience (TWST) · Scorpion Capital
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196
The slide uses expert testimony to frame Twist as technologically inferior and structurally locked out of the broader NGS market.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit