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Ginkgo Bioworks (DNA)Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
163
The slide uses a combination of narrative text and two data tables to support the claim of related-party revenue dependency.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
164
Uses direct quotes from a Synlogic executive to undermine Ginkgo's credibility.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
165
The slide uses a Q&A format to expose the artificial nature of the business relationship.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
166
The slide uses highlighted text to emphasize key negative sentiment regarding the company's value proposition.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
167
Uses highlighted quotes to emphasize key points of failure and evasion.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses direct quotes from a consultation call to undermine the company's value proposition as a CRO.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'villain/contradiction' framing to undermine the credibility of a key customer relationship.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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This is a thesis-driven slide used in an activist short report.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
172
Uses direct quotes to frame Ginkgo's strategic moves as reactive to Zymergen's failure.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
173
The slide uses expert testimony to argue that the two companies are undifferentiated and that Ginkgo's projects are higher risk.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
174
The slide uses yellow highlighting to emphasize key claims about stock performance, technical capability, and corporate culture.Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
175
The slide uses direct quotes to draw a parallel between Ginkgo and Zymergen, framing Ginkgo's business model as lacking substance ('secret sauce').Ginkgo Bioworks (DNA) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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Slide 1
The slide uses aggressive, accusatory language typical of short-seller activist reports.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
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IonQ Inc. (IONQ)IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses aggressive, accusatory language typical of an activist short report.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
05
The slide uses a numbered list format to outline specific investigative findings regarding IonQ's machine performance, reliability, and speed.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
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This slide serves as a transition and summary of the activist report's core accusations.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
08
Uses a 'villain' framing to attack the company's credibility and valuation.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
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Uses a series of headlines to demonstrate a 'crying wolf' narrative regarding technological breakthroughs.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses guilt-by-association to undermine the credibility of IonQ's backers and advisors.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses a 'villain' framing by calling IonQ a scam and quantum computing a 'science fiction fantasy'.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses a 'villain' framing by citing academic criticism to undermine the target's credibility.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses quotes from UMD professors to undermine the credibility of IonQ's technology claims.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses a quote from a Quanta Magazine article to support the activist thesis that the target company's technology is fundamentally broken.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses a collage of four actual slides from IonQ's investor deck to support the claim of 'make-believe' projections.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses a side-by-side comparison of a visual roadmap and a text excerpt to prove the contradiction.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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The slide uses a 'before-after' or 'claim-vs-reality' structure by pairing slide thumbnails with their specific, contradictory footnotes.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Problem with IonQ's Technology1 hit
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Uses an ex-employee quote to frame the current CEO as a promoter rather than a technical leader.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Struggle to Overcome Technical Challenges1 hit
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Uses ad hominem and anecdotal evidence to undermine leadership credibility.IonQ Inc. (IONQ) · Scorpion Capital
Activist deck Short seller Beat · The Struggle to Overcome Technical Challenges1 hit