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Matching slides 96,741
Current window 79,021-79,050
Pages 3,225
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Component
79,021-79,050 of 96,741
127
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
129
The slide uses a waterfall chart to bridge FY 2017 EPS to FY 2022 EPS.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
130
The chart uses a waterfall-bridge format to show the components of EPS growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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
134
Used to contrast current performance or management claims with historical statements.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
137
The slide uses a Q&A format to highlight the strategic misalignment between the parent company (ADP) and the spun-off entity (CDK).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
138
The slide uses a table to structure a transformation plan, which acts as a roadmap for operational improvement.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
140
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
142
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
143
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 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
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
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
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
161
The slide uses a bulleted list structure to frame the argument that ADP's performance is largely due to industry-wide tailwinds rather than unique operational excellence.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
163
The slide uses a horizontal timeline to illustrate product migration strategy across client segments.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
165
The slide uses a Q&A format to highlight management's strategic rationale for platform consolidation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
01
United Technologies; ADP (UTX; ADP)United Technologies; ADP (UTX; ADP) · Pershing Square Holdings, Ltd.
Press release Activist investor Beat · Attention1 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
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