Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

131,221-131,280 of 319,975

filter-aware
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 thesis1 hit
65
The slide uses aggressive metaphors ('suicide bombing contest') and expert quotes to frame the company's strategy as self-destructive.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
66
The slide uses aggressive, inflammatory language ('price junkies', 'crack den') to frame the competitor's business model as unsustainable.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
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 thesis1 hit
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
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 thesis1 hit
71
Uses Q&A format to present primary source interview data.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
72
Uses expert quotes to frame Twist's business model as unsustainable compared to competitors.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 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
75
The slide uses a Q&A format to highlight the discrepancy between the company's 'tech' narrative and the reality of their 'manual-labor' operations.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
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 1 hit
78
The slide uses a Q&A format to highlight a contradiction between the company's claims and the operational reality described by a former employee.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
79
The slide uses a Q&A format to highlight negative expert sentiment regarding the company's financial health.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
80
The slide uses a Q&A format to frame the expert's critique of Twist's business model and operational reality.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
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 1 hit
84
The slide highlights the contradiction between the company's claims of high-tech automation and the reality of manual, labor-intensive lab work.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
86
The slide uses yellow highlighting to emphasize key claims of non-differentiation.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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 1 hit
88
The slide uses expert testimony to frame the technical limitation as a 'fatal flaw' and a business bottleneck.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
90
The slide uses expert quotes to undermine the technical viability of the competitor's product.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
91
The slide uses direct quotes from an industry expert to frame Twist's technology as fundamentally flawed and prone to the same failure modes as previous market participants.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 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
93
The slide uses a combination of summary text and a direct quote from an IDT ex-regional sales manager to frame the company's technology as a 'self-defeating gimmick'.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
94
Uses expert testimony to undermine the company's operational efficiency claims.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
96
The slide uses a quote from an industry executive to validate the thesis of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
97
The slide uses a Q&A format to build credibility for the core thesis of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
98
The slide uses a Q&A format to present expert testimony as a critique of the target company's core technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
99
The slide uses a Q&A format to build a narrative of financial failure based on operational inefficiency.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
100
The slide uses a Q&A format to present an expert's critique of the company's business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Cost Of Inaction1 hit
101
Uses a 'subway shop' analogy to explain manufacturing waste and high COGS.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
102
Uses Q&A format to present expert testimony as evidence of operational failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
103
Uses Q&A format to frame expert testimony as a critique of the company's core technology.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 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
106
The slide uses a 'villain critique' approach by citing external experts to undermine the company's technological claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
107
The slide uses a Q&A format to highlight negative expert sentiment regarding the company's financial health.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
120
The slide uses direct quotes from 10K filings to demonstrate a shift in how R&D is described, specifically highlighting the move from 'dedicated' to 'engaged in engineering and R&D'.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