slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 5,581-5,610
Pages 227
Rows per page 30
Framework
5,581-5,610 of 6,793
68
The slide uses a Q&A transcript format to validate the thesis that Twist's growth is artificial.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
69
Uses Q&A interview transcripts to build a case against the sustainability of Twist's pricing.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
73
The slide uses a direct comparison to Theranos to frame the company's narrative as deceptive.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
74
The slide uses direct quotes from former employees to undermine the company's public narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
76
The slide uses a Q&A transcript format to undermine the company's claims of automation.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
81
Uses an expert quote to debunk the 'robot' claim and provides visual evidence of off-the-shelf Hamilton equipment.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
82
The slide relies on a Q&A format with an anonymous ex-employee to undermine the company's claims of automation and efficiency.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
Activist deck Short seller 1 hit
89
The slide uses highlighted quotes from an ex-Agilent executive to frame Twist's technology as error-prone and their business model as vulnerable to the same failures as past competitors.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 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
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
104
The slide uses a Q&A format to highlight expert skepticism regarding Twist's unit economics.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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
108
The slide uses a Q&A transcript format to validate the thesis of negative gross margins.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
Activist deck Short seller 1 hit
112
The slide uses highlighted text to draw attention to specific claims about gross margin improvements and guidance.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
113
Uses transcript excerpts to build a case for management's over-reliance on margin narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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
115
Uses historical precedent of WorldCom fraud to frame current allegations against Twist.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
Activist deck Short seller 1 hit
121
The slide uses a screenshot of the company's career page to support the claim of misclassification.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
122
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
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
124
The slide uses a combination of a bar chart and a financial table to highlight the discrepancy in Capex spending patterns.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