slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 82,771-82,800
Pages 3,950
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82,771-82,800 of 118,471
123
Uses red dashed boxes to highlight specific keywords in job descriptions that contradict the R&D classification.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
125
The slide highlights a potential red flag in capital allocation strategy.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
126
The slide uses direct quotes from earnings call transcripts to point out inconsistencies in financial reporting.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
127
The slide uses direct quotes and SEC filing excerpts to demonstrate a pattern of inconsistent financial reporting by the CFO.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
128
The slide uses direct quotes from an earnings call transcript to demonstrate the CFO's contradictory statements about where the $90-100MM CapEx is being spent.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
129
The slide uses a 'villain' framing by criticizing both the company's lack of disclosure and the sell-side analysts' failure to probe.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
132
The slide uses a visual 'gotcha' to undermine corporate credibility regarding capital expenditure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
133
Uses visual evidence to highlight a discrepancy between reported spending and physical reality.Twist Bioscience (TWST) · Scorpion Capital
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134
Uses field investigation to debunk corporate narrative.Twist Bioscience (TWST) · Scorpion Capital
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139
The slide uses a 'kabuki theater' metaphor to describe the company's operational claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
141
Uses direct quotes to undermine company narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
142
Uses a combination of earnings call transcript excerpts and a table from a 10K filing to point out the discrepancy.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
145
Uses LinkedIn search results as a proxy for employee headcount and expertise to challenge corporate financial disclosures.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
147
The slide uses a Q&A format to provide evidence of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
148
The slide uses a Q&A format to expose a contradiction between company marketing and customer experience.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
150
Uses a Q&A format to highlight a negative expert opinion on Twist's competitive positioning.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
152
The slide uses a direct quote from a Novartis scientist to undermine Twist's 'high-throughput' value proposition.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
154
The slide uses a Q&A format to validate the thesis of customer churn due to operational inefficiency.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
156
The slide uses a Q&A format and direct quotes to build a case against the subject company's operational quality.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
159
Uses direct quotes to undermine the company's technical capabilities.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
162
The slide uses a Q&A transcript format to highlight negative sentiment from a major customer.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
163
The slide uses direct quotes from a major genomics center and an ex-IDT manager to build a case against Twist's product reliability.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
167
The slide uses a Q&A format to highlight operational failures.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
169
The slide uses direct quotes from a competitor to undermine the target company's credibility.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
174
The slide uses expert testimony to undermine the company's moat.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
175
The slide uses quotes from former employees to undermine the company's growth narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
176
The slide uses direct quotes from a competitor to frame the target company's business model as unsustainable.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
178
The slide uses a Q&A format to frame the expert's testimony as a critique of Twist's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
179
The slide uses a Q&A format to highlight negative sentiment from a key customer.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
180
The slide uses a Q&A format to validate the thesis that Twist is a 'race to the bottom' competitor.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit