anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Source Note

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 110,355
Current window 36,991-37,020
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

36,991-37,020 of 110,355

filter-aware
08
Slide 7 from an ADP investor presentation, focusing on shareholder value metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
09
The slide justifies the selection of S&P 500, broader tech/services, HCM-related players, and Gartner Magic Quadrant participants as relevant benchmarks for TSR.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
14
The slide highlights strategic focus by showing specific business unit sales and spin-offs.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
15
The slide uses a structured comparison matrix to highlight strategic focus areas.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
16
Includes market size projections and specific market share/positioning metrics by service line.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
17
Includes a 2x2 matrix from NelsonHall 2017 and a stacked bar chart showing market growth.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
18
Includes a NelsonHall competitive matrix and growth projections for the HCM market.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
21
The slide uses a stacked bar chart to show the composition of R&D spend and a list format to detail the benefits of specific technology initiatives.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
31
The slide uses stacked bar charts to show the composition of Field vs Inside sales roles.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
36
The chart shows the bridge from 20% margin in FY17 to 21-22% in FY20F, accounting for various operational levers and pass-through drags.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
39
The table highlights ADP's alignment with shareholder-friendly governance standards.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
40
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
42
The slide uses a matrix to map committee members against specific industry/functional expertise areas.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
44
Includes a dual-axis chart for CEO pay vs TSR and pie charts for pay-at-risk.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
48
The slide uses a 'villain' framing to discredit Bill Ackman's claims regarding his firm's influence.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
51
The slide uses a 'villain critique' approach to undermine the credibility of the activist investor by highlighting a lack of domain expertise.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
52
The slide uses a comparison of fee structures to frame the subject's behavior as contradictory to shareholder interests.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
53
The slide uses a 'villain critique' framing to undermine the credibility of an activist investor by highlighting past failures.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
54
The slide uses a bar chart to visually contrast the 29% return of Pershing Square against the 98% and 146% returns of the S&P 500 and ADP respectively.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
55
The slide uses a 'ripped paper' aesthetic to present external analyst quotes as evidence against an activist investor's proposal.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
61
Includes footnotes explaining adjustments for Workforce Optimization Effort, Service Alignment Initiative, and client funds extended investment strategy.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
62
The chart uses a dual-axis approach (price and volume) with annotations marking specific events.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
63
The table includes two main sections: absolute TSR and relative TSR vs. comparables, with specific adjustments for 'unaffected' pricing.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
64
The table compares ADP's performance against a peer group, including market cap weighting and relative performance metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
65
The table compares ADP's performance against a peer group of 14 companies, including market cap, beta, and TSR metrics over 'Since Carlos', 5-year, 3-year, and 1-year periods.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
66
The table compares ADP's performance against Oracle, SAP, Ultimate Software, and Workday over various time horizons (Since Carlos, 5-year, 3-year, 1-year).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
67
The chart uses red bars for positive net change (dilution) and green bars for negative net change (repurchase/reduction).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
69
The slide uses a matrix-like layout to map specific products to their respective accolades and analyst endorsements.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
11
The chart includes a table summarizing average organic growth over various time horizons (3, 5, 10, 20 years).Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses a table to contrast analyst expectations at the time of the spin-off announcement against current market pricing to argue for undervaluation.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit