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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 76,111-76,140
Pages 3,225
Rows per page 30
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18 30 60

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76,111-76,140 of 96,741

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89
The slide uses highlighted quotes from an ex-Agilent executive to frame Twist's technology as error-prone and their business model as vulnerable to the same failures as past competitors.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
90
The slide uses expert quotes to undermine the technical viability of the competitor's product.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
91
The slide uses direct quotes from an industry expert to frame Twist's technology as fundamentally flawed and prone to the same failure modes as previous market participants.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 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
93
The slide uses a combination of summary text and a direct quote from an IDT ex-regional sales manager to frame the company's technology as a 'self-defeating gimmick'.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
94
Uses expert testimony to undermine the company's operational efficiency claims.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
96
The slide uses a quote from an industry executive to validate the thesis of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
97
The slide uses a Q&A format to build credibility for the core thesis of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
98
The slide uses a Q&A format to present expert testimony as a critique of the target company's core technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
99
The slide uses a Q&A format to build a narrative of financial failure based on operational inefficiency.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
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 Inaction1 hit
101
Uses a 'subway shop' analogy to explain manufacturing waste and high COGS.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
102
Uses Q&A format to present expert testimony as evidence of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
103
Uses Q&A format to frame expert testimony as a critique of the company's core technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
104
The slide uses a Q&A format to highlight expert skepticism regarding Twist's unit economics.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
106
The slide uses a 'villain critique' approach by citing external experts to undermine the company's technological claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
108
The slide uses a Q&A transcript format to validate the thesis of negative gross margins.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
109
The slide uses strong, accusatory language ('Worldcom-esque accounting fraud', 'Ponzi-like nature') to frame the company's financial reporting as deceptive.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
110
The slide uses a red box to highlight the 'Gross margin' row and a red arrow to draw attention to the trend, framing the discrepancy as a potential accounting issue.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
111
The slide uses a red circle to highlight the 2018 data point as a focal point for the argument.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
112
The slide uses highlighted text to draw attention to specific claims about gross margin improvements and guidance.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
113
Uses transcript excerpts to build a case for management's over-reliance on margin narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
114
The slide uses a chronological list to highlight the discrepancy between guidance and actual performance.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
116
The slide uses a financial table to highlight the discrepancy between R&D spending and revenue compared to COGS.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
119
The slide uses excerpts from an S-1/A filing to support the claim of misclassification.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
120
The slide uses direct quotes from 10K filings to demonstrate a shift in how R&D is described, specifically highlighting the move from 'dedicated' to 'engaged in engineering and R&D'.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
121
The slide uses a screenshot of the company's career page to support the claim of misclassification.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit