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 71,161-71,190
Pages 2,643
Rows per page 30
Component
71,161-71,190 of 79,264
02
The slide uses the 'iceberg' metaphor to describe the hidden risks of the company's financial projections.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Villain Critique1 hit
03
This is a research note slide highlighting critical risks regarding customer concentration and declining game performance.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Villain Critique1 hit
06
The slide uses a bearish tone to argue against the company's growth projections.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
07
This is a short-seller research note exposing a contradiction between company projections and underlying developer performance data.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
08
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
09
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
318
The slide uses a combination of cost comparison and technical diagrams to argue for the obsolescence of the subject company's core product.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
319
The slide uses expert testimony to frame TransMedics as an overpriced incumbent being disrupted by a cheaper, established European technique (NRP).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 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
25
The slide uses aggressive, emotive language ('dumpster fire', 'spectacle', 'circus') typical of activist short-seller reports.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
26
Uses a 'Worldcom-esque' comparison to allege accounting fraud.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
27
The slide uses a highly aggressive, polemical tone to frame the company as a failing entity.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
32
The slide uses aggressive, inflammatory language ('junkie', 'crackhead', 'toilet paper') to characterize the company's financial strategy.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
33
Uses CEO quotes to frame management stock sales as a contradiction to company performance or long-term commitment.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
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
Activist deck Short seller 1 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
64
The slide uses a 'villain' framing by highlighting the 'reckless' nature of the pricing and citing competitors' shock.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
67
The slide uses a Q&A transcript format to build credibility and expose the fragility of the customer relationship.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
69
Uses Q&A interview transcripts to build a case against the sustainability of Twist's pricing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
79
The slide uses a Q&A format to highlight negative expert sentiment regarding the company's financial health.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
104
The slide uses a Q&A format to highlight expert skepticism regarding Twist's unit economics.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
105
The slide uses a Q&A transcript format to build credibility for the claim that Twist's business model is fundamentally flawed.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
108
The slide uses a Q&A transcript format to validate the thesis of negative gross margins.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
109
The slide uses strong, accusatory language ('Worldcom-esque accounting fraud', 'Ponzi-like nature') to frame the company's financial reporting as deceptive.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
110
The slide uses a red box to highlight the 'Gross margin' row and a red arrow to draw attention to the trend, framing the discrepancy as a potential accounting issue.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
111
The slide uses a red circle to highlight the 2018 data point as a focal point for the argument.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
112
The slide uses highlighted text to draw attention to specific claims about gross margin improvements and guidance.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
113
Uses transcript excerpts to build a case for management's over-reliance on margin narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
114
The slide uses a chronological list to highlight the discrepancy between guidance and actual performance.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
116
The slide uses a financial table to highlight the discrepancy between R&D spending and revenue compared to COGS.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit