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75,751-75,780 of 96,741

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The slide uses a direct quote to expose a contradiction between company claims and user experience.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Testimonials from Industry Experts1 hit
07
The slide uses a direct quote to frame TransMedics as a failing company due to poor leadership and predatory behavior, drawing an analogy to Blackberry's decline.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Testimonials from Industry Experts1 hit
11
The slide uses extreme, inflammatory language to attack the subject company and its leadership.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
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The slide uses a 'Spy The Lie' framework to interpret CEO responses as deceptive.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
13
The slide uses aggressive, accusatory language ('fraud', 'hubris', 'one-trick pony') to frame the company negatively.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
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The slide uses a short-selling thesis style, highlighting valuation concerns and legal/regulatory risks in the medical air transport industry.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
16
The slide uses a 'wink-wink' narrative to frame the company's own marketing as evidence of a non-clinical value proposition.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
17
The slide uses highly charged, aggressive language to frame the company and its leadership as predatory and unprofessional.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
18
The slide uses direct quotes to build a narrative of customer churn risk, specifically highlighting the threat of switching to OrganOX.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
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The slide uses a combination of narrative summary and a direct Q&A transcript excerpt to substantiate claims of unethical conduct.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
20
The slide uses strong, emotive language ('greedy', 'predatory', 'hate') to frame the company as a villain in the transplant market.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Critique of TransMedics Group Inc.1 hit
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The slide uses a combination of narrative analysis and direct testimonial quotes to build a bearish case against the company.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
22
The slide uses aggressive, short-selling style language ('colossal failure', 'crashing and burning', 'one-trick pony').TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
23
The slide uses a sarcastic tone to undermine the company's intellectual property claims.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
24
The slide uses a 'villain' framing to attack the company's business model as exploitative of the US healthcare system.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
26
Uses direct quotes from industry experts to build a case of systemic exploitation.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
27
The slide uses a combination of investigative journalism style text and corporate marketing materials to expose a perceived conflict of interest.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
28
The slide uses a combination of anecdotal evidence from centers and financial logic to frame the company's business model as fraudulent.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
29
The slide uses a Q&A format to highlight specific allegations from an industry executive regarding OIG, DOJ, and IRS involvement.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
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The slide uses highlighted text to emphasize key quotes from an industry executive regarding systemic abuse of the cost-based reimbursement model.TransMedics (TMDX) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
32
The slide uses a Q&A transcript format to build a narrative about an ongoing investigative report.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
33
The slide uses a Q&A format to highlight potential financial incentives and investigative scrutiny regarding TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
34
The slide uses a 'guilt by association' argument, linking TransMedics to a failed company (Nevro) based on demographic patterns in their user base.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
35
The slide uses a narrative approach to cast doubt on the reputation of a prominent surgeon, linking him to high mortality rates and unethical practices.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
36
The slide uses visual evidence from a conference to link corporate figures with potential conflicts of interest and allegations of misconduct.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
37
The slide uses a Q&A format and direct quotes to build a narrative of a toxic, insular culture.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
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This is a short-seller research note attempting to cast doubt on management integrity via association.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
39
The slide uses visual evidence (event flyer and WhatsApp screenshots) to link a surgeon, a broker, and the company's leadership.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
40
The slide uses a Q&A transcript format to highlight potential regulatory and ethical misconduct.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
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TransMedics (TMDX)TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit