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Campaigns / Scorpion Capital → Twist Bioscience
Scorpion Capital vs. Twist Bioscience

Twist Bioscience · TWST

1 deck published between 2022-11-15 and 2022-11-15 — 236 pages, 236 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-11-15 initial thesis

    TW1

    236pp · full_deck

    Twist is a textbook Ponzi — price-dumping commodity DNA below cost, inventing a fake 'DNA chip,' masking negative gross margins via WorldCom-style accounting fraud. Target: $0.