slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 48,001-48,030
Pages 3,679
Rows per page 30
Component
48,001-48,030 of 110,355
197
Includes direct quotes from a former employee now at a key competitor to substantiate the claim of dependency on third-party manufacturing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
198
The slide uses an expert testimonial to undermine the growth narrative of the competitor and by extension the subject company (Twist).Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
199
Uses a historical blog post from a customer (Ginkgo) to perform a bottom-up TAM calculation that undermines the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
200
The slide uses a quote from a press release to contradict the narrative of 'dominant' market position by showing the actual revenue scale.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
201
Includes a quote from an ex-Twist executive and screenshots of GenScript's website to demonstrate service overlap.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
202
Uses aggressive language ('money-losing dumpster fire', 'tallest midget in the room') to frame the competitor as a threat to the subject company's moat.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
203
The slide uses screenshots of competitor websites to validate service overlap and funding news.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
204
The slide uses highlighted text to emphasize key competitive advantages (speed, delivery times).Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
205
The slide uses a Q&A format to validate the thesis that Twist faces an existential threat from new market entrants.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
206
The slide uses a Q&A format to present expert testimony.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
207
The slide uses expert testimony to frame Twist as vulnerable to both established incumbents and new, cheaper technologies.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
208
Includes a quote from an industry expert and a chart comparing sequencing costs to Moore's Law.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
209
Uses screenshots of competitor websites as evidence of their market presence and messaging.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
211
The slide uses screenshots of the CFO's professional profiles to cast doubt on his past experience.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
212
The slide uses a Q&A format to highlight potential governance issues regarding related-party transactions.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
213
The slide uses a screenshot of a LinkedIn profile as evidence to question the lack of SEC disclosure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
214
The slide uses a screenshot of the company website to frame a critique of their branding strategy.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
215
Uses a visual juxtaposition of a news headline and an illustration of prisoners working in an office setting.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
216
The slide uses direct quotes from news articles to build a case against the prison labor system.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
217
The slide uses direct quotes from an Arizona Central article to build a case against the company's labor practices.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
218
Uses a combination of LinkedIn, press releases, Wikipedia, and a BBC documentary to build a negative case.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
219
The slide uses red boxes to draw attention to Ever Alpha L.P. in both tables.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
220
The slide uses a direct quote from the S-1 filing to contrast the company's disclosure with the activist's interpretation of potential regulatory risk.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
221
Uses red boxes to highlight specific text in the SEC correspondence.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
222
The slide uses a narrative approach to deconstruct a corporate structure found in an SEC filing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
223
The slide uses a combination of regulatory filing text and a registry search report to build a case of potential impropriety.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
224
The slide uses a narrative structure to connect a specific transaction to broader allegations of corporate malfeasance.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
225
Uses direct quotes from regulatory filings and news articles to establish a link between sanctioned individuals and current investment control.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
226
The slide uses a red box to highlight 'KANGMEI Group' in the press release text.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
227
The slide uses Q&A format to highlight discrepancies between official disclosures and internal reality.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit