slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 70,891-70,920
Pages 2,643
Rows per page 30
Component
70,891-70,920 of 79,264
21
The slide uses a table to highlight the discrepancy between the growing installed base and declining/stagnant recurring revenue per machine.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
22
The slide uses a combination of a stacked bar chart and a data table to highlight financial discrepancies.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Critique of Berkeley Lights1 hit
28
Uses a 'finger in the dike' metaphor to describe the guidance; compares BLI to FLDM (Fluidigm) as a valuation benchmark.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
29
The slide uses a strong, aggressive tone typical of short-seller research reports.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of ContradictionsLoop · Cost Of Inaction1 hit
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 Contradictions1 hit
77
The slide uses a Q&A format to build a case for a failed capital expenditure.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
79
The slide uses a Q&A format to highlight specific failures of the technology, specifically high candidate loss and a 50% error rate in automated processing.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
94
The slide uses Q&A format to validate the TAM estimate.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
101
The slide uses a Q&A format to validate the high cost of ownership and operational friction.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
107
The slide uses a Q&A format to validate the thesis that the product is overpriced and has a niche market.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former Employees1 hit
137
Uses expert quotes to validate a bearish thesis on market size.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former EmployeesLoop · Quick Win Big Bet1 hit
142
Uses yellow highlighting to emphasize key pricing criticisms and quantitative targets.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former EmployeesLoop · Quick Win Big Bet1 hit
143
The slide uses direct quotes from former employees to build a case against the company's business model.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Testimonials from Customers and Former EmployeesLoop · Quick Win Big Bet1 hit
01
The slide uses highly aggressive, inflammatory language characteristic of activist short-seller reports.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller 1 hit
07
The slide uses aggressive, accusatory language to frame the company as a 'colossal fraud'.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Villain Critique1 hit
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 Critique1 hit
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 Critique1 hit
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 Critique1 hit
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 Critique1 hit
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 Critique1 hit
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 Critique1 hit
39
The slide uses strong, accusatory language ('shell game', 'shocking') to frame the financial data as evidence of deceptive accounting practices.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The slide uses a table to demonstrate the high concentration of deferred revenue from specific related entities.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
43
The slide uses a 'modus operandi' argument to suggest a pattern of circular financing between Ginkgo and its related parties.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
44
The slide uses a table to show the breakdown of the $81.5M figure.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses a direct quote from a prospectus to highlight a potential accounting manipulation.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
46
The slide uses red boxes to highlight specific rows in tables to draw attention to the investment amount and the total revenue/deferred revenue figures.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses a table to break down revenue by specific related party entities to support the claim of artificial revenue inflation.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses red boxes to draw attention to the Synlogic column in the financial tables.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
51
Uses a direct excerpt from an SEC filing to prove the contradiction.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit