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slides · global inventory

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

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Matching slides 96,741
Current window 12,211-12,240
Pages 3,225
Rows per page 30
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12,211-12,240 of 96,741

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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
32
The chart uses a dashed line to indicate the average cost basis ($105) and highlights specific dates of activist engagement.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
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The slide uses a structured argument format to justify a long position.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
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The slide highlights operational milestones for HHC's various developments and explains a specific financial transaction by PSH regarding FIRPTA compliance.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
38
The chart highlights the growth from an average cost at announcement ($37) to the current price ($128).Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
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The slide uses a timeline-annotated line chart to correlate specific management/operational events with stock price volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
41
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
44
The slide uses callout boxes to link specific dates and events to the share price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
46
Includes a callout for the Investor Day event on 10/25/17.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
48
The chart highlights the contrast between the initial short thesis and the subsequent share price appreciation.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
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 2 hits
16
The slide uses a 'villain' framing by characterizing ADP's strategy as 'cobbled' together.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement2 hits
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement2 hits
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The chart uses a combination of trend lines and discrete data points to illustrate market share erosion.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction2 hits
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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
31
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
32
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 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
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The slide uses a bar chart to contrast 'Operational Revenue' with adjusted figures to expose accounting-driven growth inflation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction2 hits
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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 2 hits
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The slide uses a red circle to highlight Ultimate's superior retention rate as a counter-example to ADP's service model claims.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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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 2 hits
50
The slide highlights a specific margin increase while providing context on the underlying cost pressures (dual operation costs).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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Uses a direct quote from a 10-K filing to expose accounting practices.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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The chart uses a color-coded legend for different market segments (SMB, Enterprise, PEO, HCM, Major Accounts).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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The slide uses a 'build-up' logic to justify a target margin range based on competitor benchmarks.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown2 hits
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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
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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 Breakdown2 hits
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Includes peer benchmarks (ADP, Paychex) as context for operating expense and margin targets.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits