slides · global inventory
Antagonist Introduction
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Framework
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The slide uses expert testimony to frame TransMedics as an overpriced incumbent being disrupted by a cheaper, established European technique (NRP).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
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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 issues1 hit
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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 narrative1 hit
24
The slide uses inflammatory language ('cesspool', 'charlatans', 'Ponzi') to frame the target company as a fraud.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
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Uses ad hominem and satirical imagery to undermine the CEO's credibility.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Critique of Twist's management and strategy1 hit
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Uses a 'villain' framing to demystify the company's technology as common industry practice.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
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Uses a mocking tone to frame the 'magic chip' as a recurring investment scam.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
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Uses historical stock charts to illustrate the 'crash and burn' thesis.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
50
Uses aggressive, colloquial language ('dumpster fire', 'fastest pig at the county fair') to undermine the target company.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Loop · Aha Moment1 hit
52
The slide uses a Q&A format and direct quotes to build a narrative of intellectual property theft and business model failure.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses a Q&A format to frame the expert testimony as a direct critique of Twist's marketing claims.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses a Q&A format to validate the thesis that the technology is fundamentally flawed.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses strong, inflammatory language to frame the company as a 'ticking time bomb' and 'Ponzi-like scheme'.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
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The slide uses quotes from former employees to build a narrative of a flawed business model.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller Beat · Presentation of the thesis1 hit
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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
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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
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Uses Q&A format to present primary source interview data.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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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
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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
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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
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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
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
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
141
Uses direct quotes to undermine company narrative.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
159
Uses direct quotes to undermine the company's technical capabilities.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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The slide uses a quote to undermine the company's technical capabilities.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
169
The slide uses direct quotes from a competitor to undermine the target company's credibility.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
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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 1 hit
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The slide uses Q&A format to present expert testimony regarding market commoditization and competitive threats.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit