Matching slides 96,741
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76,201-76,230 of 96,741

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188
The slide uses a Q&A format to frame the expert's critique of Twist's competitive position.Twist Bioscience (TWST) · Scorpion Capital
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189
The slide uses bolding and highlighting to emphasize negative sentiment regarding Twist's market position.Twist Bioscience (TWST) · Scorpion Capital
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190
The slide uses a Q&A format to present primary research findings from Scorpion Capital.Twist Bioscience (TWST) · Scorpion Capital
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191
The slide uses a Q&A format to present expert testimony.Twist Bioscience (TWST) · Scorpion Capital
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192
The slide uses a Q&A transcript format to frame Twist's pricing as unsustainable and predatory.Twist Bioscience (TWST) · Scorpion Capital
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The slide uses highlighted text to emphasize key negative sentiment regarding Twist's market position.Twist Bioscience (TWST) · Scorpion Capital
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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
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195
Uses expert testimony to frame the company as a commodity player in a niche market.Twist Bioscience (TWST) · Scorpion Capital
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The slide uses expert testimony to frame Twist as technologically inferior and structurally locked out of the broader NGS market.Twist Bioscience (TWST) · Scorpion Capital
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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
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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
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199
Uses a historical blog post from a customer (Ginkgo) to perform a bottom-up TAM calculation that undermines the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
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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
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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
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203
The slide uses screenshots of competitor websites to validate service overlap and funding news.Twist Bioscience (TWST) · Scorpion Capital
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204
The slide uses highlighted text to emphasize key competitive advantages (speed, delivery times).Twist Bioscience (TWST) · Scorpion Capital
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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
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206
The slide uses a Q&A format to present expert testimony.Twist Bioscience (TWST) · Scorpion Capital
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207
The slide uses expert testimony to frame Twist as vulnerable to both established incumbents and new, cheaper technologies.Twist Bioscience (TWST) · Scorpion Capital
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209
Uses screenshots of competitor websites as evidence of their market presence and messaging.Twist Bioscience (TWST) · Scorpion Capital
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Twist Bioscience (TWST)Twist Bioscience (TWST) · Scorpion Capital
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The slide uses screenshots of the CFO's professional profiles to cast doubt on his past experience.Twist Bioscience (TWST) · Scorpion Capital
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212
The slide uses a Q&A format to highlight potential governance issues regarding related-party transactions.Twist Bioscience (TWST) · Scorpion Capital
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213
The slide uses a screenshot of a LinkedIn profile as evidence to question the lack of SEC disclosure.Twist Bioscience (TWST) · Scorpion Capital
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The slide uses a screenshot of the company website to frame a critique of their branding strategy.Twist Bioscience (TWST) · Scorpion Capital
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216
The slide uses direct quotes from news articles to build a case against the prison labor system.Twist Bioscience (TWST) · Scorpion Capital
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218
Uses a combination of LinkedIn, press releases, Wikipedia, and a BBC documentary to build a negative case.Twist Bioscience (TWST) · Scorpion Capital
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219
The slide uses red boxes to draw attention to Ever Alpha L.P. in both tables.Twist Bioscience (TWST) · Scorpion Capital
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221
Uses red boxes to highlight specific text in the SEC correspondence.Twist Bioscience (TWST) · Scorpion Capital
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223
The slide uses a combination of regulatory filing text and a registry search report to build a case of potential impropriety.Twist Bioscience (TWST) · Scorpion Capital
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