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Campaigns / Scorpion Capital → Berkeley Lights
Scorpion Capital vs. Berkeley Lights

Berkeley Lights · BLI

1 deck published between 2021-09-15 and 2021-09-15 — 158 pages, 158 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. 2021-09-15 initial thesis

    BLI

    158pp · research_note

    Berkeley Lights' $2M Beacon is a flow-cytometer knockoff customers call a clunker; with flat sales, fleeing insiders, and 50x-cheaper rivals, Scorpion pegs BLI at $0.