slides · global inventory
Name Villain
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,296
Current window 841-870
Pages 44
Rows per page 30
Slide function
841-870 of 1,296
02
The slide uses the 'iceberg' metaphor to describe the hidden risks of the company's financial projections.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Villain Critique1 hit
10
The slide uses a quote from a former employee and a direct excerpt from Google's policy to support its bearish thesis.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Expose Contradiction1 hit
02
The slide uses a sarcastic closing remark ('good Luckin') to imply fraudulent behavior similar to Luckin Coffee.iQIYI, Inc. (IQ) · Wolfpack Research
Research note Short seller Beat · The Monster1 hit
293
The slide uses expert testimonials to argue that the TransMedics device is 'fatally flawed' because it does not allow for functional assessment under load.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
297
The slide uses a quote-heavy structure to undermine the investment thesis for TransMedics (TMDX).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
303
This is a text-only slide serving as a section header or key point in a research note.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
304
The slide uses direct quotes from surgeons to build a bearish case against the company (TransMedics/Waleed).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
308
The slide uses expert testimony to undermine the value proposition of TransMedics' portability.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
319
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
326
This slide functions as a 'villain critique' or 'fraud exposure' note, likely part of a short-seller research report.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 hit
334
The slide uses a combination of narrative summary and direct Q&A excerpts to build a case against the company's product claims.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 1 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
31
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
36
Uses highlighted text to emphasize key accusations of IP theft and unethical behavior.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
43
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
44
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
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
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
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
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
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
146
The slide is essentially a single, long, aggressive thesis statement.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
172
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
176
The slide uses direct quotes from a competitor to frame the target company's business model as unsustainable.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
180
The slide uses a Q&A format to validate the thesis that Twist is a 'race to the bottom' competitor.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
196
The slide uses expert testimony to frame Twist as technologically inferior and structurally locked out of the broader NGS market.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
206
The slide uses a Q&A format to present expert testimony.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
209
Uses screenshots of competitor websites as evidence of their market presence and messaging.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit
211
The slide uses screenshots of the CFO's professional profiles to cast doubt on his past experience.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit