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Matching slides 96,741
Current window 78,931-78,960
Pages 3,225
Rows per page 30
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78,931-78,960 of 96,741

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This slide outlines the investment philosophy/screening criteria for the firm.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
24
The slide highlights five specific investment positions, including one undisclosed.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
25
The slide uses a table to show that stock price appreciation during the diligence phase limited the firm's ability to accumulate larger positions in Hilton, Nike, and S&P Global.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
28
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
29
Includes a footnote regarding the PSH High Water Mark date.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
36
The chart highlights specific events (Pershing Square 13D, margin target raises, Kraft Heinz bid, CEO transition) and their correlation with share price movement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
39
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
42
The slide uses a timeline-annotated line chart to contextualize stock performance against specific legal and political events.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a structured list format to highlight operational success, valuation gap, and corporate strategy.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
45
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
47
Slide 47 from an activist investor deck (Pershing Square).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After1 hit
54
Slide 54 of an activist deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
55
Slide 55 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
01
Slide 1
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
03
This slide serves as a foundational disclaimer for the activist campaign, emphasizing the depth of due diligence while acknowledging information asymmetry.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
08
Automatic Data Processing (ADP) (ADP)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
10
This is a classic activist investor 'problem statement' slide, framing the company's current state as a failure to reach potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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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
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
15
The slide uses a list-based structure to contrast ADP's legacy model with the modern SaaS HCM market.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
20
Uses two distinct 2x2 matrix frameworks to frame ADP as a laggard.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
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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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Focuses on Ultimate Software as a specific competitive threat.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
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Uses a circular process diagram feeding into a linear outcome box.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