Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
I view Twist as a sort of “Microsoft of the gene sector”. A silicon platform...
— Dr. Hendrik Leber
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Twist Bioscience Corp
Twist Bioscience ($TWST) is an advanced life sciences tools company that synthesizes artificial DNA on silicon chips rather than traditional plastic plates, serving researchers in drug discovery, genomics, and agricultural biotechnology. The investment team...
Twist Bioscience is a life sciences company that leverages a proprietary silicon-based DNA writing platform, with synthetic biology applications across drug discovery, diagnostics, agriculture and ind
More institutional theses from ACATIS Investment
Equinor ASA ($EQNR) was sold to take profits after its share price nearly doubled following tensions around the Strait of Hormuz.
Panasonic Holdings Corporation ($PCRFY) was divested after substantial gains in AI-driven data center components pushed its valuation into overvalued territory.
Coinbase Global ($COIN) operates a leading digital asset exchange and institutional infrastructure ecosystem providing trading, custody, and staking services for cryptocurrencies. The investment manager...