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The slide uses a narrative structure to link historical missed revenue projections with specific instances of paid influencer marketing and suspicious trading activity by MMCAP International.POET Technologies Inc. (POET) · Wolfpack Research
Research note Short seller Beat · The Monster2 hits
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The slide uses a forensic accounting approach to compare claimed vs. actual user data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
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The slide uses a line chart to visualize DAU trends and a table to compare specific growth metrics, directly challenging the subject's reported data.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Struggle2 hits
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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 Struggle2 hits
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Slide 1
The slide serves as an opening accusation/short-seller report summary.Datasection Inc. (3905) · Wolfpack Research
Research note Short seller Beat · Hook2 hits
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Slide 1
The slide uses a side-by-side comparison of 10-Q excerpts to point out the removal of compliance language.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Loop · Logic Chain2 hits
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Includes a bar chart showing a spike in net issuance of senior notes following the National acquisition.B. Riley Financial, Inc. (RILY) · Wolfpack Research
Research note Short seller Loop · Logic Chain2 hits
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The slide highlights a potential conflict of interest and regulatory risk involving Datasection, First Plus Financial, and US export controls.Datasection, Inc. (3905.TYO) · Wolfpack Research
Research note Short seller Beat · The Struggle2 hits
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This is a research note page detailing financial irregularities.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller 2 hits
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The slide uses a table to quantify the impact of accounting adjustments on reported vs expected figures, specifically highlighting the 'D&A Adjustment' line item.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter2 hits
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The slide explicitly critiques the company's 'creative' accounting practices regarding pro forma adjustments and synergy add-backs.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
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The slide highlights a calculation error in the company's reported EBITDA and critiques the removal of the slide in subsequent quarters as a tactic to hide financial decline.GTT Communications, Inc. (GTT) · Wolfpack Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
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The slide uses a Q&A format to highlight a specific expert's negative sentiment toward TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
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The slide uses a direct quote from an expert to undermine the value proposition of the TransMedics device.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
333
The slide uses visual evidence (images of livers and CT scans) to support the argument that machine perfusion causes lasting tissue damage.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
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Slide 1
This is a classic 'short-and-distort' activist deck cover page, utilizing aggressive, inflammatory language to frame the thesis.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Introduction to Twist Bioscience's issues2 hits
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The slide uses aggressive, inflammatory metaphors (e.g., 'suicide bomber', 'taunting ISIS') to characterize the company's business practices.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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The slide uses a numbered list to present four distinct arguments (points 4-7) challenging the company's technological claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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Continues a series of arguments regarding the fraudulent nature of the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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This is a continuation of a series of allegations against Twist Bioscience, focusing on financial reporting irregularities.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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This is a continuation of a series of allegations regarding accounting practices.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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The slide uses anecdotal evidence from customers, ex-employees, and competitors to build a case against the company's operational viability.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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The slide uses strong, emotive language ('emperor has no clothes', 'scares the living heck out of anyone') to frame the company as a low-quality vendor.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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This slide uses a series of numbered testimonials to build a case against the company's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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This slide continues a series of points (3-6) detailing competitive threats and market limitations.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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The slide uses numbered points to build a case against the company's long-term viability.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Exposing contradictions in Twist's narrative2 hits
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The slide uses investigative journalism techniques to link corporate entities to past financial fraud.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy2 hits
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The slide uses investigative journalism techniques to link investors to offshore leaks and past corporate fraud.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy2 hits
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The slide uses visual evidence to undermine management's narrative regarding facility activity.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits
160
The slide uses a quote to undermine the company's technical capabilities.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 2 hits