Matching slides 41,127
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17,281-17,310 of 41,127

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Slide 1
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
10
The slide uses stacked bar charts to show TSR performance, including a specific adjustment for CDK spin-off reinvestment.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
29
The slide uses stacked bar charts to illustrate productivity improvements over a 6-year period.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
50
The slide highlights specific adjusted margin metrics with red dashed boxes to draw attention to the comparison.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Critique of Pershing SquareLoop · Cost Of Inaction1 hit
58
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
59
The slide provides a reconciliation-style explanation of non-GAAP metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
64
The table compares ADP's performance against a peer group, including market cap weighting and relative performance metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
65
The table compares ADP's performance against a peer group of 14 companies, including market cap, beta, and TSR metrics over 'Since Carlos', 5-year, 3-year, and 1-year periods.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
66
The table compares ADP's performance against Oracle, SAP, Ultimate Software, and Workday over various time horizons (Since Carlos, 5-year, 3-year, 1-year).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
01
Slide 1
Includes a call-to-action banner at the bottom right.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor 1 hit
09
The slide uses a red dashed box to group the 'Unproven' segments, contrasting them with the 'Proven' Agriculture segment.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Conference presentation Activist investor Beat · Expose contradictionLoop · Cost Of Inaction1 hit
02
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Situation & Context1 hit
04
Includes a callout box emphasizing the flexibility of the separation strategy based on management performance.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Golden Circle1 hit
05
The slide uses a logo grid to demonstrate historical investment influence, specifically highlighting board representation.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
07
Includes an alternate nominee section at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
09
Includes a callout box highlighting potential upside from excess cost reduction.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
10
Uses the 'put money where mouth is' trope to frame the CEO's actions as hypocritical.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Iceberg1 hit
12
Uses a dual-axis chart to overlay stock price (line) and EPS (red line with points) to show divergence.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · ComplicationLoop · Iceberg1 hit
03
The Walt Disney Company (DIS)The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor 1 hit
30
Uses a roller coaster graphic as a visual metaphor for the timeline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
34
The slide uses a 'villain critique' style to frame capital allocation as value-destructive.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Iceberg1 hit
86
The slide uses a grid of four quotes to establish credibility and counter potential narratives about confrontational behavior.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
87
This is a continuation slide featuring six distinct quotes/testimonials arranged in a grid.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
03
Solventum Corporation (SOLV)Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
Solventum Corporation (SOLV)Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The slide uses a table to summarize the 2023 business mix across four segments: MedSurg, Health Info Systems, Dental Solutions, and Purification & Filtration.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
The slide uses a 2x2 grid layout to present four distinct analyst perspectives.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a 'Precedent Spin Analysis' to justify a 27% margin target for Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
23
Includes a 'Restoring Performance' WholeCo Valuation Analysis table with supporting commentary.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
25
Solventum Corporation (SOLV)Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor 1 hit