slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 64,381-64,410
Pages 2,643
Rows per page 30
Component
64,381-64,410 of 79,264
04
Slide 3 of a regulatory filing deck.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Situation & Context1 hit
07
The slide uses a before-after bridge logic to explain the drivers of margin expansion.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
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
10
The slide uses stacked bar charts to show TSR performance, including a specific adjustment for CDK spin-off reinvestment.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
24
Shows shift in business model composition.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
29
The slide uses stacked bar charts to illustrate productivity improvements over a 6-year period.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 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
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
37
The slide highlights the transition from investment-heavy periods (FY18) to expected return-generating periods (FY19-20).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
50
The slide highlights specific adjusted margin metrics with red dashed boxes to draw attention to the comparison.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
60
Includes detailed footnotes explaining adjustments for Service Alignment Initiative and Workforce Optimization Effort.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
120
Uses a 'before-after' or 'contrast' framing to highlight the gap between revenue extraction and service quality.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
126
Uses a two-column layout to contrast Disney's accusations with Trian's factual rebuttals.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
131
The slide uses a red dashed box to highlight the negative percentage changes, emphasizing the poor financial trajectory.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