Matching slides 78,129
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49,771-49,800 of 78,129

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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
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
28
The chart is a waterfall-bridge diagram showing the reduction of US non-sales locations.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
33
The chart illustrates a 'pay for performance' shift where 'Role Model' performers receive significantly higher compensation in FY17 compared to FY13.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
35
The chart shows a stacked bar comparison between FY17 actuals and FY20F projections, with CAGR annotations for each segment.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
40
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 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
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
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
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
68
The slide directly refutes a specific claim by an activist investor (Pershing Square).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
07
Uses a dual-axis chart to show divergence between stock price and EPS; includes specific event annotations related to Trian's involvement.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradiction1 hit
10
The slide uses a series of bar charts to illustrate the 'before and after' of corporate cost allocation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradictionLoop · Zoom In1 hit
12
Uses a rhetorical question to frame the contradiction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradictionLoop · Cost Of Inaction1 hit
12
Uses a dual-axis chart to overlay stock price (line) and EPS (red line with points) to show divergence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
17
The slide uses a line chart with annotations of key corporate events to contrast management's stated strategy with actual stock performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
19
The slide uses bar charts to contrast DuPont's actual performance against 2011/2013 targets and specific peer benchmarks.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
113
The slide uses a comparison table for benefits and a bar chart to illustrate the growth impact of the proposed strategy.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
118
Uses a waterfall-style chart to show relative stock performance vs S&P 500.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
128
Uses a three-column structure to contrast performance, governance failures, and proposed remedies.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
132
The slide uses a quote from the CEO to highlight the gap between management's narrative and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 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
14
The chart highlights the valuation gap between Solventum and its peers, suggesting the market is underestimating its earnings potential.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a before-after framing to argue that the spin-off has resulted in performance degradation rather than the expected improvement.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
16
The chart uses a waterfall-style ordering (descending) to emphasize the current low performance.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
18
The chart highlights Solventum's outlier performance in margin deterioration compared to historical precedents.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
20
The slide uses a bar chart to compare historical Solventum allocations against peer benchmarks, arguing that Solventum was over-allocated costs by 3M.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit