slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type composition
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
136,081-136,140 of 319,975
114
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 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
116
Uses a quote to illustrate 'corporate immune system' resistance to change.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
118
The slide uses a color-coded legend to categorize peers by market segment (SMB, Mid-Market, Enterprise, Beyond Payroll).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
119
The slide uses a red border to highlight the 'Last' rank for ADP across all three categories.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
120
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
121
The slide uses a combination of hard-line reporting and matrixed functions to illustrate structural complexity.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
123
The slide uses a 'villain' framing by highlighting internal dysfunction through testimonials.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
125
Uses testimonial evidence to critique organizational design.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
126
Automatic Data Processing (ADP) (ADP)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
130
The chart uses a waterfall-bridge format to show the components of EPS growth.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
132
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
134
Used to contrast current performance or management claims with historical statements.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
135
The slide uses a historical precedent (CDK) to frame a critique of the current target company (ADP).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
136
The slide uses a direct quote from an earnings call to validate the activist's thesis regarding operational improvement potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
137
The slide uses a Q&A format to highlight the strategic misalignment between the parent company (ADP) and the spun-off entity (CDK).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
139
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
140
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
141
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
142
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
143
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
144
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
145
Page number 144 included in bottom right.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
146
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
147
This slide serves as a diagnostic inquiry list, likely used to pressure management for transparency on underperforming areas.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
148
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
149
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 hit
150
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Propose Solution1 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
152
Uses a waterfall-bridge logic to reconcile reported revenue with implied bookings.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
154
The chart highlights ADP's lower revenue per employee compared to peers, suggesting an efficiency gap.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
156
Includes a quote from Jan Siegmund regarding ADP's margin profile.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
159
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
161
The slide uses a bulleted list structure to frame the argument that ADP's performance is largely due to industry-wide tailwinds rather than unique operational excellence.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
162
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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 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
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
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 1 hit
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 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
United Technologies; ADP (UTX; ADP)United Technologies; ADP (UTX; ADP) · Pershing Square Holdings, Ltd.
Press release Activist investor Beat · Attention1 hit
01
Starbucks (SBUX)Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
02
Slide 1 of a presentation, likely an investor deck.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation 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
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