slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 10,741-10,770
Pages 473
Rows per page 30
Slide function
10,741-10,770 of 14,162
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
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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
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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
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112
The slide uses highlighted text to draw attention to specific claims about gross margin improvements and guidance.Twist Bioscience (TWST) · Scorpion Capital
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113
Uses transcript excerpts to build a case for management's over-reliance on margin narrative.Twist Bioscience (TWST) · Scorpion Capital
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114
The slide uses a chronological list to highlight the discrepancy between guidance and actual performance.Twist Bioscience (TWST) · Scorpion Capital
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115
Uses historical precedent of WorldCom fraud to frame current allegations against Twist.Twist Bioscience (TWST) · Scorpion Capital
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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
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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
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118
The slide uses red dashed ellipses to highlight the inverse correlation between the two metrics in both charts.Twist Bioscience (TWST) · Scorpion Capital
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119
The slide uses excerpts from an S-1/A filing to support the claim of misclassification.Twist Bioscience (TWST) · Scorpion Capital
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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
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122
Uses red dashed boxes to highlight the contradiction between job titles and actual duties.Twist Bioscience (TWST) · Scorpion Capital
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123
Uses red dashed boxes to highlight specific keywords in job descriptions that contradict the R&D classification.Twist Bioscience (TWST) · Scorpion Capital
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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
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125
The slide highlights a potential red flag in capital allocation strategy.Twist Bioscience (TWST) · Scorpion Capital
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126
The slide uses direct quotes from earnings call transcripts to point out inconsistencies in financial reporting.Twist Bioscience (TWST) · Scorpion Capital
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127
The slide uses direct quotes and SEC filing excerpts to demonstrate a pattern of inconsistent financial reporting by the CFO.Twist Bioscience (TWST) · Scorpion Capital
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128
The slide uses direct quotes from an earnings call transcript to demonstrate the CFO's contradictory statements about where the $90-100MM CapEx is being spent.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
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130
The slide uses a rhetorical question to frame the discrepancy in capex as a potential red flag.Twist Bioscience (TWST) · Scorpion Capital
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131
The slide uses a visual comparison (red arrow) to highlight that the 'factory' imagery is just a rendering.Twist Bioscience (TWST) · Scorpion Capital
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132
The slide uses a visual 'gotcha' to undermine corporate credibility regarding capital expenditure.Twist Bioscience (TWST) · Scorpion Capital
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133
Uses visual evidence to highlight a discrepancy between reported spending and physical reality.Twist Bioscience (TWST) · Scorpion Capital
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134
Uses field investigation to debunk corporate narrative.Twist Bioscience (TWST) · Scorpion Capital
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135
The slide uses visual evidence to undermine management's narrative regarding facility activity.Twist Bioscience (TWST) · Scorpion Capital
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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
137
The slide uses a quote from the CEO to establish a timeline and operational status that may be contrasted with other data in the deck.Twist Bioscience (TWST) · Scorpion Capital
Activist deck Short seller 1 hit