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This is a forensic research note alleging accounting fraud via non-monetary barter transactions.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle3 hits
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The slide uses forensic accounting to highlight potential fraud in revenue reporting.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle3 hits
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The slide uses a conceptual chart to frame the argument before presenting the actual data (which is referenced but not shown on this specific page).iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle3 hits
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The slide uses a 'fraud-exposure' framework to highlight discrepancies in financial reporting.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
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The slide uses financial statement analysis to challenge the validity of IQ's reported investment figures.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
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Includes a footnote with a URL to the original regulatory filing.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle3 hits
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The slide uses financial data to argue that IQ's actual capital contribution does not match the claimed amount, as evidenced by the absence of corresponding APIC or receivables on the balance sheet.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle3 hits
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The slide uses red boxes to highlight iQIYI (or its subsidiary Zhong Yuan) in the SAIC industry reports to demonstrate revenue overstatement.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory3 hits
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The slide highlights discrepancies between company-reported figures and local regulatory filings.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory3 hits
27
Includes a table of game releases and narrative debunking of CEO claims regarding Skymoons' technical capabilities.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory3 hits
29
The slide uses a direct quote from a 20-F filing to contrast with a contractual requirement, alleging management dishonesty.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Victory3 hits
31
Includes footnotes referencing specific corporate announcements and industry pricing data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 3 hits
32
The slide uses a hypothetical scenario to demonstrate how DDMC's gross margin would be significantly lower if iQiyi did not pay a premium over standard TV station rates.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 3 hits
33
The slide uses data to support an allegation of financial fraud/revenue inflation.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 3 hits
34
Includes a screenshot of Netflix's Consolidated Statement of Cash Flows to highlight the 'Additions to streaming content assets' line item.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller 3 hits
131
The slide uses a visual comparison (red arrow) to highlight that the 'factory' imagery is just a rendering.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
140
Uses transcript excerpts to demonstrate management's shift in tone and evasion of specific revenue questions.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
155
The slide uses a Q&A format to present expert testimony.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
168
The slide uses highlighted text to emphasize key arguments regarding Twist's perceived lack of technical innovation and reliance on unsustainable pricing.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
172
The slide uses a Q&A transcript format to build a case against the company's competitive moat.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
186
The slide uses a Q&A format to validate the thesis that Twist's growth is stalling.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
196
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
Activist deck Short seller 3 hits
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
Activist deck Short seller 3 hits
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
Activist deck Short seller 3 hits
227
The slide uses Q&A format to highlight discrepancies between official disclosures and internal reality.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
231
Uses red boxes to highlight specific entities in the source text.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits
236
The slide uses a 'Pandora's Box' metaphor to frame the nominee's past as a source of hidden corruption.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 3 hits