Matching slides 118,471
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82,741-82,770 of 118,471

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The slide uses a Q&A format to highlight operational inefficiencies and manual labor requirements that contradict the 'automated' narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
84
The slide highlights the contradiction between the company's claims of high-tech automation and the reality of manual, labor-intensive lab work.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
85
The slide uses highlighting to emphasize key claims about the non-proprietary nature of the technology.Twist Bioscience (TWST) · Scorpion Capital
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86
The slide uses yellow highlighting to emphasize key claims of non-differentiation.Twist Bioscience (TWST) · Scorpion Capital
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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
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
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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
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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
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
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Uses Q&A format to frame expert testimony as a critique of the company's core technology.Twist Bioscience (TWST) · Scorpion Capital
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104
The slide uses a Q&A format to highlight expert skepticism regarding Twist's unit economics.Twist Bioscience (TWST) · Scorpion Capital
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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
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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
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
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112
The slide uses highlighted text to draw attention to specific claims about gross margin improvements and guidance.Twist Bioscience (TWST) · Scorpion Capital
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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
117
The slide uses red circles and lines to draw attention to specific data points in the table that support the argument of suspicious R&D spending.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
118
The slide uses red dashed ellipses to highlight the inverse correlation between the two metrics in both charts.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
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121
The slide uses a screenshot of the company's career page to support the claim of misclassification.Twist Bioscience (TWST) · Scorpion Capital
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Uses red dashed boxes to highlight the contradiction between job titles and actual duties.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit