slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 27,481-27,510
Pages 2,019
Rows per page 30
Component
27,481-27,510 of 60,557
11
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
12
The slide highlights strong performance across the portfolio, particularly in Fannie Mae and Freddie Mac holdings.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
13
The slide highlights PSH's alpha generation in basis points (bps) relative to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
16
The slide highlights specific stock contributors and the impact of a share buyback program.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Satisfaction1 hit
115
The slide uses a quote to set up a contradiction, then provides a data table to refute the quote's premise.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
117
Uses a 'villain' framing by characterizing the corporate culture as 'insular' and 'bureaucratic'.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
122
The checkmarks indicate product availability in specific segments, visually demonstrating the lack of clear segmentation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
127
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
128
The slide highlights the delta in Employer Services margin and EPS between the two scenarios.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
131
Includes detailed footnotes regarding financial assumptions and methodology.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
151
The table bridges reported financials to adjusted figures by accounting for float, PEO pass-throughs, and corporate allocations.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
153
The table uses a bridge-style calculation to isolate 'Volume' growth from 'Other' revenue drivers.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
158
The table aggregates disparate data points from earnings calls to estimate the scale and profitability of non-core business segments.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
164
Uses a before-during-after framework to illustrate value creation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 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
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
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
17
The table highlights the contrast between US market dominance and international white space.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit
22
The chart uses a grouped bar format to compare two categories over time.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Product1 hit
25
The chart uses a stacked bar approach where the total height represents the sum of China and Rest of World units.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
30
The slide highlights specific product categories (Core Beverage and Frappuccino) with red dashed boxes to emphasize their contribution to the growth deceleration.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
31
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
37
Includes a 53rd week adjustment note for 2016.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
38
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
39
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Mece Breakdown1 hit
41
The slide uses a 'Summary Valuation' table to justify an investment thesis based on historical reversion.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Financials1 hit