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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 79,264
Current window 72,931-72,960
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

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72,931-72,960 of 79,264

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131
Includes detailed footnotes regarding financial assumptions and methodology.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
135
The slide uses a historical precedent (CDK) to frame a critique of the current target company (ADP).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
153
The table uses a bridge-style calculation to isolate 'Volume' growth from 'Other' revenue drivers.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
164
Uses a before-during-after framework to illustrate value creation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
02
Slide 1 of a presentation, likely an investor deck.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation 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
06
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
07
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 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
10
The slide uses a stacked bar chart with CAGR annotations to illustrate the shift in earnings contribution.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
11
The chart uses a dual-axis approach (implied) to show absolute dollar buybacks and cumulative percentage of market cap.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
14
The slide uses a mix of custom dot-plot/flow diagrams, a grouped bar chart, and media clippings to build a narrative of market growth.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
15
The chart highlights a premium in M&A multiples compared to Starbucks' current valuation.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
16
Includes an inset chart comparing systemwide sales for the top 3 players.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
17
The table highlights the contrast between US market dominance and international white space.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
19
The chart highlights a 13-year average of 5% growth, with a clear visual distinction between transaction and ticket contributions.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
20
The chart uses a stacked bar format to illustrate the components of SSS growth, with a dashed line indicating the long-term average.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
21
The chart highlights an 8% CAGR over the period.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit