Twist Bioscience Is Bent, Not Broken: Near-Term Strain, Long-Term Strength (NASDAQ:TWST)

Twist Bioscience's ( TWST ) revenue growth continues to moderate, which is at least partly due to macro headwinds. There are also some temporary factors weighing on growth at the moment. This isn't surprising, as I previously suggested that headwindsRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying ...