anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 96,741
Current window 78,961-78,990
Pages 3,225
Rows per page 30
Component: Calloutclear collectionreset all
18 30 60

Component

78,961-78,990 of 96,741

filter-aware
30
The slide uses a flywheel-style diagram to connect operational improvements to financial outcomes.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 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
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
42
The slide uses red 'X' icons to signify the removal of previously available data points.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
45
Uses a 'VS' comparison structure to juxtapose executive quotes against empirical market data.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
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
53
Automatic Data Processing (ADP) (ADP)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
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
60
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
62
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
63
The slide uses historical margin data and business mix percentages to establish Paychex as a valid proxy for ADP's SMB segment performance.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
64
Includes detailed footnotes explaining adjustments for float income and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
65
Includes detailed footnotes regarding fiscal year adjustments and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 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
67
Uses a stacked bar chart to illustrate the discrepancy in implied profitability.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
72
Uses external analyst validation to support the investment thesis regarding operating leverage.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
73
The slide uses direct quotes from investor conferences to establish a precedent for margin expansion potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
76
Includes a bar chart showing EBITDA margins for specific international regions and supporting management quotes.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
77
The slide uses color-coding to represent different business units (Small Business, Major Accounts, National Accounts, International) across margin tiers.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit