slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,645
Current window 1,441-1,470
Pages 355
Rows per page 30
Component
1,441-1,470 of 10,645
205
The slide uses direct quotes from an organ procurement technician to build a case against NOP surgeons' technical proficiency.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
208
The slide uses a 'villain' narrative structure to cast doubt on the company's operational standards.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
251
The slide uses highlighted text to emphasize key grievances (dishonesty, forced bundling, anger).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
264
The slide uses a Q&A format to highlight a perceived cover-up by the company regarding device performance.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
271
The slide uses direct quotes from surgeons to build a narrative of financial unviability and institutional pushback against the product.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
273
The slide uses direct quotes to build a narrative of customer churn and institutional resistance.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
275
The slide uses a 'villain critique' style to highlight negative sentiment from industry insiders regarding TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
286
The slide uses a Q&A format to highlight the gap between the device's intended utility and real-world clinical experience.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
292
The slide uses highlighted text to emphasize key negative claims from a surgeon.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
293
The slide uses expert testimonials to argue that the TransMedics device is 'fatally flawed' because it does not allow for functional assessment under load.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
306
The slide uses a 'villain' narrative structure to frame TransMedics as vulnerable to upcoming competition.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
307
The slide uses expert testimony to build a bearish case against the incumbent (TransMedics).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
309
The slide uses direct quotes from an OrganOx employee and a leading transplant surgeon to validate the thesis.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
337
The slide uses a Q&A format to highlight a perceived cover-up by the company.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 3 hits
64
The slide uses a 'villain' framing by highlighting the 'reckless' nature of the pricing and citing competitors' shock.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis3 hits
67
The slide uses a Q&A transcript format to build credibility and expose the fragility of the customer relationship.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis3 hits
70
Uses expert quotes to highlight the discrepancy between Twist's pricing and the actual cost of manufacturing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis3 hits
77
The slide uses a Q&A format to highlight the contradiction between marketing claims and operational reality.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
83
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 3 hits
85
The slide uses highlighting to emphasize key claims about the non-proprietary nature of the technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
87
The slide uses highlighted text to emphasize key criticisms regarding development time, labor intensity, and error rates.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
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 3 hits
141
Uses direct quotes to undermine company narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
144
The slide uses a chronological sequence of quotes to highlight the lack of progress and shifting narratives.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
153
The slide uses direct quotes from a customer to frame Twist as a commodity player struggling against dominant incumbents.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
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 3 hits
170
The slide uses direct quotes from former employees and competitors to undermine the company's value proposition.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
174
The slide uses expert testimony to undermine the company's moat.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
189
The slide uses bolding and highlighting to emphasize negative sentiment regarding Twist's market position.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
207
The slide uses expert testimony to frame Twist as vulnerable to both established incumbents and new, cheaper technologies.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits