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Slide 1
This is a short-seller research report cover/intro page.Skillz, Inc. (SKLZ) · Wolfpack Research
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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
12
Includes a screenshot of a Google Groups delivery failure notification.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
214
This is a highly aggressive, investigative-style slide typical of short-seller research reports.TransMedics (TMDX) · Scorpion Capital
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215
The slide uses a red arrow to connect a LinkedIn profile to a physical facility in Trinidad/Tobago to highlight the surgeon's dual employment.TransMedics (TMDX) · Scorpion Capital
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216
The slide uses a 'villain' or 'exposing' framing to cast doubt on the company's hiring practices.TransMedics (TMDX) · Scorpion Capital
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The slide uses screenshots of tweets to document the surgeon's use of derogatory language, which is highlighted with red boxes.TransMedics (TMDX) · Scorpion Capital
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The slide uses screenshots of social media posts to establish a pattern of behavior.TransMedics (TMDX) · Scorpion Capital
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219
This is a classic activist short-seller slide focusing on management/key personnel red flags.TransMedics (TMDX) · Scorpion Capital
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220
The slide uses screenshots of a LinkedIn profile and a scientific paper to establish a connection between the subject and specific companies.TransMedics (TMDX) · Scorpion Capital
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221
The slide uses visual evidence from the Internet Archive to contradict the company's attempt to distance itself from Macchiarini.TransMedics (TMDX) · Scorpion Capital
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226
The slide uses a combination of LinkedIn profile screenshots and a news headline to build a case of guilt by association.TransMedics (TMDX) · Scorpion Capital
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322
The slide contrasts the perceived limitations of TransMedics' technology with the functional advantages of NRP, supported by expert testimony and market evidence.TransMedics (TMDX) · Scorpion Capital
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333
The slide uses visual evidence (images of livers and CT scans) to support the argument that machine perfusion causes lasting tissue damage.TransMedics (TMDX) · Scorpion Capital
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31
Uses ad hominem and satirical imagery to undermine the CEO's credibility.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
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The slide uses a screenshot of Twist's own marketing materials to frame the contradiction.Twist Bioscience (TWST) · Scorpion Capital
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38
This slide serves as a foundational educational primer on DNA structure, likely used to establish context for a biotech or medical presentation.Twist Bioscience (TWST) · Scorpion Capital
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39
The slide uses a DNA ladder diagram to illustrate the concept of an oligo as a single-stranded fragment.Twist Bioscience (TWST) · Scorpion Capital
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40
The slide uses a 'commodity trap' argument to undermine the company's growth narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
41
Uses a 'villain' framing to demystify the company's technology as common industry practice.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
56
The slide uses a screenshot of a competitor pricing tool to frame the company's strategy as irrational ('lunacy').Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
81
Uses an expert quote to debunk the 'robot' claim and provides visual evidence of off-the-shelf Hamilton equipment.Twist Bioscience (TWST) · Scorpion Capital
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121
The slide uses a screenshot of the company's career page to support the claim of misclassification.Twist Bioscience (TWST) · Scorpion Capital
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131
The slide uses a visual comparison (red arrow) to highlight that the 'factory' imagery is just a rendering.Twist Bioscience (TWST) · Scorpion Capital
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132
The slide uses a visual 'gotcha' to undermine corporate credibility regarding capital expenditure.Twist Bioscience (TWST) · Scorpion Capital
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133
Uses visual evidence to highlight a discrepancy between reported spending and physical reality.Twist Bioscience (TWST) · Scorpion Capital
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135
The slide uses visual evidence to undermine management's narrative regarding facility activity.Twist Bioscience (TWST) · Scorpion Capital
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137
The slide uses a quote from the CEO to establish a timeline and operational status that may be contrasted with other data in the deck.Twist Bioscience (TWST) · Scorpion Capital
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138
The slide uses screenshots of job listings to debunk the company's narrative about its Oregon facility.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
139
The slide uses a 'kabuki theater' metaphor to describe the company's operational claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit