Matching slides 79,264
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71,191-71,220 of 79,264

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Slide 1
The report uses a 'short-seller' investigative tone, specifically referencing Luckin Coffee as a precedent for Chinese accounting fraud.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 1 hit
02
The slide uses a sarcastic closing remark ('good Luckin') to imply fraudulent behavior similar to Luckin Coffee.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
03
The slide uses a forensic accounting approach to compare claimed vs. actual user data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
04
The slide uses a combination of a quantitative table to show data discrepancy and a narrative argument to suggest fraudulent activity (click farms) based on geographic anomalies.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
The slide uses a line chart to visualize DAU trends and a table to compare specific growth metrics, directly challenging the subject's reported data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
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This is a forensic research note alleging accounting fraud via non-monetary barter transactions.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
08
The slide uses forensic accounting to highlight potential fraud in revenue reporting.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
09
The slide uses a conceptual chart to frame the argument before presenting the actual data (which is referenced but not shown on this specific page).iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle1 hit
10
The slide uses a 'fraud-exposure' framework to highlight discrepancies in financial reporting.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
11
The slide uses primary survey data to challenge the company's financial reporting practices.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
13
The slide uses a dual-axis chart to show the divergence between ARPU and gross margin following the start of dual memberships in 2Q18.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
14
Includes footnotes and a table excerpt from a 20-F filing with a red box highlighting the disputed deferred revenue line item.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
15
The slide uses financial statement analysis to challenge the validity of IQ's reported investment figures.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
21
The slide uses a forensic accounting approach to highlight discrepancies between government filings and public company disclosures.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory1 hit
22
The slide uses red boxes to highlight iQIYI (or its subsidiary Zhong Yuan) in the SAIC industry reports to demonstrate revenue overstatement.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory1 hit
23
The slide highlights discrepancies between company-reported figures and local regulatory filings.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory1 hit
30
The slide highlights a potential circular transaction or inflated pricing scheme between IQ and its partner DDMC.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory1 hit
31
Includes footnotes referencing specific corporate announcements and industry pricing data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 1 hit
32
The slide uses a hypothetical scenario to demonstrate how DDMC's gross margin would be significantly lower if iQiyi did not pay a premium over standard TV station rates.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 1 hit
117
The slide uses red circles and lines to draw attention to specific data points in the table that support the argument of suspicious R&D spending.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
118
The slide uses red dashed ellipses to highlight the inverse correlation between the two metrics in both charts.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
124
The slide uses a combination of a bar chart and a financial table to highlight the discrepancy in Capex spending patterns.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
125
The slide highlights a potential red flag in capital allocation strategy.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
126
The slide uses direct quotes from earnings call transcripts to point out inconsistencies in financial reporting.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
127
The slide uses direct quotes and SEC filing excerpts to demonstrate a pattern of inconsistent financial reporting by the CFO.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
184
Uses LinkedIn Insights data and 10K filings to highlight a contradiction between company narrative and operational reality.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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
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
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