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 5,611-5,640
Pages 227
Rows per page 30
Framework
5,611-5,640 of 6,793
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
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
130
The slide uses a rhetorical question to frame the discrepancy in capex as a potential red flag.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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 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
Activist deck Short seller 1 hit
134
Uses field investigation to debunk corporate narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
135
The slide uses visual evidence to undermine management's narrative regarding facility activity.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
136
The slide uses a table from a 10K filing and a direct quote to expose a discrepancy in corporate messaging.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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
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
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
161
The slide uses a Q&A format to expose a gap between Twist's marketing claims and customer reality regarding oligo length capabilities.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
166
The slide uses direct quotes from an IDT ex-regional sales manager to undermine the target company's marketing claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
182
The slide uses direct quotes from a former competitor employee to frame Twist's strategy as low-quality/low-cost vs. the industry standard of quality-focused value propositions.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
184
Uses LinkedIn Insights data and 10K filings to highlight a contradiction between company narrative and operational reality.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
190
The slide uses a Q&A format to present primary research findings from Scorpion Capital.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
192
The slide uses a Q&A transcript format to frame Twist's pricing as unsustainable and predatory.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
194
The slide uses a Q&A format to validate the thesis that Twist is losing market share to larger incumbents.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
199
Uses a historical blog post from a customer (Ginkgo) to perform a bottom-up TAM calculation that undermines the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
200
The slide uses a quote from a press release to contradict the narrative of 'dominant' market position by showing the actual revenue scale.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
212
The slide uses a Q&A format to highlight potential governance issues regarding related-party transactions.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
213
The slide uses a screenshot of a LinkedIn profile as evidence to question the lack of SEC disclosure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
215
Uses a visual juxtaposition of a news headline and an illustration of prisoners working in an office setting.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
216
The slide uses direct quotes from news articles to build a case against the prison labor system.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit