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Matching slides 18,554
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7,591-7,620 of 18,554
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The slide uses a quote to establish political alignment and the necessity of reform.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction2 hits
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire2 hits
53
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire2 hits
05
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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 2 hits
18
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 Statement2 hits
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 Contradiction2 hits
26
Uses a circular process diagram feeding into a linear outcome box.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction2 hits
33
Includes a testimonial quote from a former SVP to reinforce the 'ticking time bomb' narrative.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction2 hits
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 2 hits
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 2 hits
69
Includes a quote from Gary Butler (ADP Former CEO) to support the thesis on implementation costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown2 hits
74
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
92
The slide uses a 'villain' framing by highlighting technical debt and lack of focus.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
102
The slide uses a direct quote to preemptively shift blame from the sales team to the product strategy.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
108
Includes a quote from a former VP to validate the claim of excessive management layers.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
115
The slide uses a quote to set up a contradiction, then provides a data table to refute the quote's premise.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
116
Uses a quote to illustrate 'corporate immune system' resistance to change.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
121
The slide uses a combination of hard-line reporting and matrixed functions to illustrate structural complexity.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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 2 hits
136
The slide uses a direct quote from an earnings call to validate the activist's thesis regarding operational improvement potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
156
Includes a quote from Jan Siegmund regarding ADP's margin profile.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
27
The slide uses a direct quote from an FTC legal filing to frame a problem statement.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
48
Includes a direct quote from an FTC official to bolster the argument.Herbalife, Ltd. (HLF) · William Ackman
Conference presentation Activist investor Beat · Impact & Next Steps2 hits
34
The slide uses a direct quote from a former Fed Chair to establish a historical precedent for the critique of the GSEs.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 2 hits
35
The slide uses a high-authority quote to frame the target companies' business models as inherently flawed and dangerous.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 2 hits
39
The slide uses a quote to establish the original intent of the conservatorship as a temporary stabilization measure.Fannie Mae & Freddie Mac (FNMA/FMCC) · William Ackman
Activist deck Activist investor 2 hits
10
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
09
The table explicitly calculates the 'adjusted' performance by subtracting the estimated pull-forward volume.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction2 hits
10
The slide uses a quote from 2008 to highlight the gap between management's historical optimism and the actual declining performance shown in the chart.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction2 hits