slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 83,791-83,820
Pages 3,950
Rows per page 30
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83,791-83,820 of 118,471
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This slide outlines the core activist thesis for ADP, focusing on operational improvements and valuation gap.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 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
50
The slide serves as a summary of the investment thesis and the final outcome (exit).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
54
Slide 54 of an activist deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
57
Page number 57 at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
01
Automatic Data Processing (ADP) (ADP)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
43
Uses a red box to highlight negative CAGR in Mid-Market and Enterprise segments.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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Uses CEO/CFO quotes as evidence of strategic shift and potential growth headwinds.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
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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
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The charts illustrate the 'OpEx burden' of smaller, faster-growing competitors compared to ADP's scale.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
95
The slide uses a block diagram to illustrate product sprawl and technical debt.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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The slide uses a line chart to contrast reported gross metrics with adjusted metrics to reveal a hidden decline in performance.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
109
The slide uses a map to illustrate organizational inefficiency or lack of centralization.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
110
The slide uses a map to argue that the company's offices are unnecessarily fragmented despite being in close geographic proximity.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
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
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
168
The slide uses direct quotes to validate the thesis of margin expansion through SaaS transition.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
01
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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Slide 1 of a presentation, likely an investor deck.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
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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
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The chart highlights a deceleration in growth and notes a specific accounting/loyalty program distortion between Q3 2016 and Q2 2017.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide highlights a downward revision in financial targets due to same-store sales slowdown.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
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The table uses a decomposition framework to arrive at the total SSS growth figure.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit