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Matching slides 18,554
Current window 7,351-7,380
Pages 619
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7,351-7,380 of 18,554
07
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 Struggle2 hits
25
This page serves as a detailed disclosure/appendix page documenting specific legal and regulatory events.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory2 hits
27
Includes a table of game releases and narrative debunking of CEO claims regarding Skymoons' technical capabilities.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory2 hits
06
The slide uses a red box to highlight Ishihara's name in a Japanese corporate registry document.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
12
Includes a quote from a competitor regarding industry standards for fiber depreciation.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The Monster2 hits
100
The slide uses a Q&A format to present an expert's critique of the company's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction2 hits
101
Uses a 'subway shop' analogy to explain manufacturing waste and high COGS.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
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 2 hits
107
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 2 hits
139
The slide uses a 'kabuki theater' metaphor to describe the company's operational claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
142
Uses a combination of earnings call transcript excerpts and a table from a 10K filing to point out the discrepancy.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
147
The slide uses a Q&A format to provide evidence of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
148
The slide uses a Q&A format to expose a contradiction between company marketing and customer experience.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
150
Uses a Q&A format to highlight a negative expert opinion on Twist's competitive positioning.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
152
The slide uses a direct quote from a Novartis scientist to undermine Twist's 'high-throughput' value proposition.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
160
The slide uses a quote to undermine the company's technical capabilities.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
173
The slide uses Q&A format to present expert testimony regarding market commoditization and competitive threats.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
176
The slide uses direct quotes from a competitor to frame the target company's business model as unsustainable.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
178
The slide uses a Q&A format to frame the expert's testimony as a critique of Twist's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
179
The slide uses a Q&A format to highlight negative sentiment from a key customer.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
181
The slide uses a direct quote from an expert consultation to undermine the target company's (Twist) business model and sustainability.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
188
The slide uses a Q&A format to frame the expert's critique of Twist's competitive position.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
191
The slide uses a Q&A format to present expert testimony.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
194
The slide uses a Q&A format to validate the thesis that Twist is losing market share to larger incumbents.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
197
Includes direct quotes from a former employee now at a key competitor to substantiate the claim of dependency on third-party manufacturing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
198
The slide uses an expert testimonial to undermine the growth narrative of the competitor and by extension the subject company (Twist).Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
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 2 hits
202
Uses aggressive language ('money-losing dumpster fire', 'tallest midget in the room') to frame the competitor as a threat to the subject company's moat.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
205
The slide uses a Q&A format to validate the thesis that Twist faces an existential threat from new market entrants.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
228
The slide uses a Q&A transcript format to highlight a potential governance or disclosure issue.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits