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slides · global inventory

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

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Matching slides 110,355
Current window 49,591-49,620
Pages 3,679
Rows per page 30
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49,591-49,620 of 110,355

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98
The slide uses a 'problem-solution' structure, identifying the productivity decline and then quantifying the upside of fixing it.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
99
The slide uses a line chart to contrast reported gross metrics with adjusted metrics to reveal a hidden decline in performance.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
101
The chart highlights ADP's significantly lower sales productivity compared to peers like Ultimate, Insperity, and Trinet.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
105
Uses a stacked bar chart to compare 2011A vs 2017A spend composition.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
108
Includes a quote from a former VP to validate the claim of excessive management layers.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
117
Uses a 'villain' framing by characterizing the corporate culture as 'insular' and 'bureaucratic'.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
118
The slide uses a color-coded legend to categorize peers by market segment (SMB, Mid-Market, Enterprise, Beyond Payroll).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
119
The slide uses a red border to highlight the 'Last' rank for ADP across all three categories.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
123
The slide uses a 'villain' framing by highlighting internal dysfunction through testimonials.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
125
Uses testimonial evidence to critique organizational design.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
128
The slide highlights the delta in Employer Services margin and EPS between the two scenarios.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
133
The slide uses a before-after framing to demonstrate the value creation potential of operational improvements post-divestiture.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
134
Used to contrast current performance or management claims with historical statements.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
136
The slide uses a direct quote from an earnings call to validate the activist's thesis regarding operational improvement potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
137
The slide uses a Q&A format to highlight the strategic misalignment between the parent company (ADP) and the spun-off entity (CDK).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
138
The slide uses a table to structure a transformation plan, which acts as a roadmap for operational improvement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
151
The table bridges reported financials to adjusted figures by accounting for float, PEO pass-throughs, and corporate allocations.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
152
Uses a waterfall-bridge logic to reconcile reported revenue with implied bookings.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
154
The chart highlights ADP's lower revenue per employee compared to peers, suggesting an efficiency gap.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
155
The slide uses a 'preempt_rebuttal' structure by acknowledging current headwinds (sub-scale, transformation, R&D spend) to argue for higher future margins.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
156
Includes a quote from Jan Siegmund regarding ADP's margin profile.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
157
The slide uses a table to demonstrate operating leverage. The red box highlights the projected profitability period.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
158
The table aggregates disparate data points from earnings calls to estimate the scale and profitability of non-core business segments.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
160
The chart highlights the underperformance of ADP relative to Ultimate Software prior to Pershing Square's involvement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
161
The slide uses a bulleted list structure to frame the argument that ADP's performance is largely due to industry-wide tailwinds rather than unique operational excellence.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
03
The slide uses a callout box to highlight the primary takeaway.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
04
The slide uses a callout to explain a specific event (tax reform) and its impact on earnings.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem1 hit
05
The chart uses a line graph to visualize historical valuation trends, with a summary table for historical averages.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Problem1 hit
08
The slide uses a combination of bar charts and a summary table to highlight Starbucks' superior ROI and shorter payback periods compared to peers.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
09
The slide uses a waterfall-like logic to show the value creation from initial investment to valuation.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit