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

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Matching slides 9,820
Current window 4,201-4,230
Pages 328
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Slide function

4,201-4,230 of 9,820

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The chart shows Pershing Square significantly outperforming the S&P 500 over the long term despite volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
11
The chart demonstrates the fund's relative outperformance in down months compared to the S&P 500.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Loop · Logic Chain1 hit
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
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
14
The chart highlights the significant outperformance of Pershing Square relative to the S&P 500 over the specified period.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · SatisfactionLoop · Logic Chain1 hit
19
The slide uses a matrix structure to map market segments against operational and competitive metrics.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
20
Uses two distinct 2x2 matrix frameworks to frame ADP as a laggard.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
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 Contradiction1 hit
24
Focuses on Ultimate Software as a specific competitive threat.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
46
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 1 hit
54
The chart uses a stacked bar approach to distinguish between operational revenue and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
55
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 1 hit
57
The chart uses a stacked bar approach to differentiate between business segments (e.g., PEO, SMB, Enterprise) and highlights the 'Recurring Median' vs ADP's performance.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
63
The slide uses historical margin data and business mix percentages to establish Paychex as a valid proxy for ADP's SMB segment performance.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
64
Includes detailed footnotes explaining adjustments for float income and PEO pass-through costs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
66
Includes detailed footnotes explaining adjustments for PEO pass-through costs and float income.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Mece Breakdown1 hit
68
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 Breakdown1 hit
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 Breakdown1 hit
70
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 Breakdown1 hit
75
Includes a sensitivity table for operating profit margins based on lower margin revenue.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
78
Uses 'L.S.D.' (Low Single Digit) and 'H.S.D.' (High Single Digit) abbreviations.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
101
The chart highlights ADP's significantly lower sales productivity compared to peers like Ultimate, Insperity, and Trinet.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
104
The chart uses a dual-axis approach to show both absolute dollar spend (bars) and percentage of revenue (squares).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
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
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
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
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
16
Includes an inset chart comparing systemwide sales for the top 3 players.Starbucks (SBUX) · Pershing Square Capital Management
Conference presentation Activist investor Beat · Market Size1 hit