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Matching slides 110,471
Current window 71,731-71,760
Pages 3,683
Rows per page 30
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71,731-71,760 of 110,471

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01
Slide 1
This is a short-seller research report cover/intro page.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller 1 hit
13
The slide uses a series of bullet points to document specific failed partnerships (Glu Mobile, Buck Hunter, Beeline Interactive, NFL) to undermine management credibility.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
235
The slide uses a Q&A format to highlight potential ethical concerns regarding data transparency in organ recovery.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
246
The slide uses a narrative format to expose operational failures and potential ethical/regulatory concerns regarding TransMedics' high-volume users.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
259
The slide uses a Q&A format to document allegations of unethical sales pressure by a specific individual (Magdy Attia) at TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
272
The slide uses a Q&A format to directly contradict claims made by the TransMedics CEO regarding reimbursement pass-through.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
286
The slide uses a Q&A format to highlight the gap between the device's intended utility and real-world clinical experience.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
310
The slide uses direct quotes from transplant surgeons and hepatologists to validate the thesis of market disruption.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
330
The slide uses direct quotes from former employees and industry peers to build a case against the reliability of the TransMedics OCS device.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
01
Slide 1
This is a classic 'short-and-distort' activist deck cover page, utilizing aggressive, inflammatory language to frame the thesis.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
03
The slide uses strong, accusatory language typical of activist short-seller reports (e.g., 'Ponzi-like', 'fraudulent', 'Worldcom-esque').Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
05
The slide uses strong, aggressive language ('Ponzi-like', 'house of cards', 'hoax') typical of activist short-seller reports.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues1 hit
07
The slide uses a 'Theranos' comparison to frame the narrative of technological deception.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
08
The slide uses a numbered list to present four distinct arguments (points 4-7) challenging the company's technological claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 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
13
This slide functions as a 'villain critique' or 'expose' of the target company's operational failures.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
16
The slide uses qualitative evidence from customer and competitor interviews to support the thesis of commoditization.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
17
This slide uses a series of numbered testimonials to build a case against the company's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
18
The slide uses anecdotal evidence from ex-employees and competitors to support the thesis of a growth plateau.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative1 hit
21
The slide uses strong, accusatory language ('cesspool of bad actors', 'modern slavery', 'FCPA risks') to frame the company's governance as fraudulent.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
28
Uses the 'iceberg' metaphor to suggest deeper, hidden issues.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
46
The slide uses a Q&A format and highlighted text to emphasize critical claims about the product being a standard lab accessory rather than a microchip.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
48
The slide uses a 'villain' critique approach to undermine the target company's competitive moat.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 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
68
The slide uses a Q&A transcript format to validate the thesis that Twist's growth is artificial.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
75
The slide uses a Q&A format to highlight the discrepancy between the company's 'tech' narrative and the reality of their 'manual-labor' operations.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
78
The slide uses a Q&A format to highlight a contradiction between the company's claims and the operational reality described by a former employee.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
92
The slide uses a Q&A format with an 'IDT ex-regional sales manager' to build a narrative of a 'fatal flaw'.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
95
The slide uses a Q&A format to validate claims of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit