slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 29,251-29,280
Pages 10,126
Rows per page 30
Component
29,251-29,280 of 303,780
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The slide uses a 'before-after' framing to argue that current progress is insufficient compared to potential.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · DesireLoop · Before After2 hits
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The chart highlights specific acquisition and purchase events by Pershing Square.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Desire2 hits
01
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
18
The chart uses callouts to annotate specific historical milestones (launches, challenges) against the growth trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
21
This slide outlines the investment philosophy/screening criteria for the firm.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 2 hits
34
The chart highlights specific corporate events (acquisitions and share purchases) against the stock price trajectory.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Before After2 hits
01
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
21
Uses a before-after framing to contrast low R&D investment with high revenue growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction2 hits
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction2 hits
44
Uses a scenario analysis to demonstrate how client mix shifts mask revenue stagnation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
69
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
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 2 hits
124
The slide uses a custom organizational chart to demonstrate the 'matrix' nature of the company, contrasting hard-line functions with matrixed corporate functions.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
125
Uses testimonial evidence to critique organizational design.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
131
Includes detailed footnotes regarding financial assumptions and methodology.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 2 hits
166
The slide uses a Q&A format to highlight management's commentary on margin expansion potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
167
The slide uses quotes from an Analyst Day presentation to validate the thesis of operational efficiency through digital migration.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 2 hits
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 2 hits
43
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
44
Howard Hughes Corporation (HHC)Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
45
The slide serves as a visual anchor for a real estate development project, identifying key buildings within the 9M square foot master plan.Howard Hughes Corporation (HHC) · William Ackman
Conference presentation Activist investor Beat · Solution (Provide relief)2 hits
08
The slide uses a timeline-style layout to contrast early management optimism with later admissions of market decline.Herbalife, Ltd. (HLF) · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Expose Contradiction2 hits
01
United Technologies; ADP (UTX; ADP)United Technologies; ADP (UTX; ADP) · Pershing Square Holdings, Ltd.
Press release Activist investor Beat · Attention2 hits
01
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 2 hits
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 2 hits