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Matching slides 110,471
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Pages 3,683
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72,481-72,510 of 110,471
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The slide uses a list format to highlight key structural and cultural advantages of the team.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
50
The slide serves as a summary of the investment thesis and the final outcome (exit).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
58
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
06
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
16
The slide uses a 'villain' framing by characterizing ADP's strategy as 'cobbled' together.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
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Includes a testimonial/quote from a former SVP to validate the critique.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
21
Uses a before-after framing to contrast low R&D investment with high revenue growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
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The chart uses a combination of trend lines and discrete data points to illustrate market share erosion.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
Focuses on Ultimate Software as a specific competitive threat.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a 'quote-as-evidence' technique to validate the activist's thesis.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
37
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a waterfall chart to bridge Gross Revenue to Net Operational Revenue.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
The slide uses a stacked bar chart to decompose gross bookings into three components: Employer Services, PEO Net Bookings, and PEO Pass-Through Bookings, highlighting the increasing share of pass-throughs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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The chart uses a bridge methodology to decompose revenue growth between FY2009 and FY2017.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
54
The chart uses a stacked bar approach to distinguish between operational revenue and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
55
The chart uses a color-coded legend for different market segments (SMB, Enterprise, PEO, HCM, Major Accounts).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
56
Uses a CEO quote to frame the contradiction between stated strategy and actual operational metrics.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
66
Includes detailed footnotes explaining adjustments for PEO pass-through costs and float income.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
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The slide uses a 'build-up' logic to justify a target margin range based on competitor benchmarks.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
84
Uses three distinct quotes to build a logical argument about the mislabeling of support as service.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
93
The slide uses a bulleted list to break down the specific technical and operational failures of the legacy system.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
104
The chart uses a dual-axis approach to show both absolute dollar spend (bars) and percentage of revenue (squares).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
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
129
The slide uses a waterfall chart to bridge FY 2017 EPS to FY 2022 EPS.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
131
Includes detailed footnotes regarding financial assumptions and methodology.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
140
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit