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Matching slides 79,264
Current window 72,871-72,900
Pages 2,643
Rows per page 30
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72,871-72,900 of 79,264

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53
The chart uses a dual-axis approach to overlay performance against discount volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
54
Slide 54 of an activist deck.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
07
The slide uses a table to decompose the company's revenue and profit structure, highlighting the distinct nature of the float income.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
09
The slide uses a table of financial projections to set up a critique of management's incentive structure.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
11
This is a high-level thesis slide, likely serving as a transition or anchor for the activist argument.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
12
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
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
22
Uses a 'zoom-in' visual technique to highlight the National Accounts segment from a larger table.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
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
31
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
38
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
39
The slide uses a bar chart to contrast 'Operational Revenue' with adjusted figures to expose accounting-driven growth inflation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
The slide uses a 'before-after' or 'contradiction' framing to show that sales force expansion is outpacing bookings growth.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
43
Uses a red box to highlight negative CAGR in Mid-Market and Enterprise segments.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
44
Uses a scenario analysis to demonstrate how client mix shifts mask revenue stagnation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
46
The slide uses a red circle to highlight Ultimate's superior retention rate as a counter-example to ADP's service model claims.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
47
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
49
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
50
The slide highlights a specific margin increase while providing context on the underlying cost pressures (dual operation costs).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
52
The chart uses a waterfall structure to bridge from reported margin to adjusted net operational profit margin.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
57
The chart uses a stacked bar approach to differentiate between business segments (e.g., PEO, SMB, Enterprise) and highlights the 'Recurring Median' vs ADP's performance.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
58
The slide uses a 'gap analysis' approach to justify activist intervention by quantifying the potential financial upside of operational improvements.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
59
The slide uses a 'bridge' logic to arrive at the potential margin, adjusting for business mix and operating leverage.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit