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 10,801-10,830
Pages 473
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Slide function
10,801-10,830 of 14,162
173
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
174
The slide uses expert testimony to undermine the company's moat.Twist Bioscience (TWST) · Scorpion Capital
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175
The slide uses quotes from former employees to undermine the company's growth narrative.Twist Bioscience (TWST) · Scorpion Capital
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177
The slide uses Q&A transcripts to undermine the competitive moat of the subject company (Twist).Twist Bioscience (TWST) · Scorpion Capital
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178
The slide uses a Q&A format to frame the expert's testimony as a critique of Twist's business model.Twist Bioscience (TWST) · Scorpion Capital
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179
The slide uses a Q&A format to highlight negative sentiment from a key customer.Twist Bioscience (TWST) · Scorpion Capital
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181
The slide uses a direct quote from an expert consultation to undermine the target company's (Twist) business model and sustainability.Twist Bioscience (TWST) · Scorpion Capital
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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
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184
Uses LinkedIn Insights data and 10K filings to highlight a contradiction between company narrative and operational reality.Twist Bioscience (TWST) · Scorpion Capital
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185
The slide uses a red box to highlight the specific data point (Sales -60%) that contradicts the company's narrative.Twist Bioscience (TWST) · Scorpion Capital
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186
The slide uses a Q&A format to validate the thesis that Twist's growth is stalling.Twist Bioscience (TWST) · Scorpion Capital
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187
The slide uses a Q&A transcript format to validate the thesis that Twist is losing competitive momentum.Twist Bioscience (TWST) · Scorpion Capital
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188
The slide uses a Q&A format to frame the expert's critique of Twist's competitive position.Twist Bioscience (TWST) · Scorpion Capital
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189
The slide uses bolding and highlighting to emphasize negative sentiment regarding Twist's market position.Twist Bioscience (TWST) · Scorpion Capital
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190
The slide uses a Q&A format to present primary research findings from Scorpion Capital.Twist Bioscience (TWST) · Scorpion Capital
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192
The slide uses a Q&A transcript format to frame Twist's pricing as unsustainable and predatory.Twist Bioscience (TWST) · Scorpion Capital
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193
The slide uses highlighted text to emphasize key negative sentiment regarding Twist's market position.Twist Bioscience (TWST) · Scorpion Capital
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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
195
Uses expert testimony to frame the company as a commodity player in a niche market.Twist Bioscience (TWST) · Scorpion Capital
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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
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198
The slide uses an expert testimonial to undermine the growth narrative of the competitor and by extension the subject company (Twist).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
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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
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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
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207
The slide uses expert testimony to frame Twist as vulnerable to both established incumbents and new, cheaper technologies.Twist Bioscience (TWST) · Scorpion Capital
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208
Includes a quote from an industry expert and a chart comparing sequencing costs to Moore's Law.Twist Bioscience (TWST) · Scorpion Capital
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212
The slide uses a Q&A format to highlight potential governance issues regarding related-party transactions.Twist Bioscience (TWST) · Scorpion Capital
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213
The slide uses a screenshot of a LinkedIn profile as evidence to question the lack of SEC disclosure.Twist Bioscience (TWST) · Scorpion Capital
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214
The slide uses a screenshot of the company website to frame a critique of their branding strategy.Twist Bioscience (TWST) · Scorpion Capital
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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