slides · global inventory
Analyze Data
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 16,921-16,950
Pages 1,935
Rows per page 30
Slide function
16,921-16,950 of 58,039
07
The slide uses a before-after bridge logic to explain the drivers of margin expansion.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
08
Slide 7 from an ADP investor presentation, focusing on shareholder value metrics.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Anchor1 hit
16
Includes market size projections and specific market share/positioning metrics by service line.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 hit
24
Shows shift in business model composition.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Mece Breakdown1 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
31
The slide uses stacked bar charts to show the composition of Field vs Inside sales roles.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
33
The chart illustrates a 'pay for performance' shift where 'Role Model' performers receive significantly higher compensation in FY17 compared to FY13.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Impact & Next Steps1 hit
37
The slide highlights the transition from investment-heavy periods (FY18) to expected return-generating periods (FY19-20).Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor 1 hit
06
Includes detailed footnotes regarding activist involvement timeline and disclaimer on attribution.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Rising Success1 hit
07
The chart uses a red dashed line to visually anchor the current price level against historical performance.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
09
The slide uses a strong negative framing ('Disappointing') to interpret the financial data.The Walt Disney Company (DIS) · Trian Partners
Press release Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
50
The slide highlights the magnitude of earnings adjustments made by management.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
71
The slide uses two distinct calculation approaches (% of sales vs % of EBITDA) to derive total excess corporate costs.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next Steps1 hit
63
The table tracks stock changes in both absolute dollar amounts and percentages, comparing DuPont's performance against the S&P 500 index.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
06
Ferguson plc (FERG)Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a stacked bar chart to show the transformation of the business portfolio over time.Ferguson plc (FERG) · Brian Baldwin
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
21
The slide uses a trend arrow to emphasize the growth trajectory.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
34
The slide uses stacked bar charts to show the shift in business composition over a decade.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
40
The chart highlights the strategic shift away from GE Capital, comparing historical data (2001-2014) with a 2014 pro forma estimate.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
52
The chart uses a yellow arrow overlay to emphasize the upward trend in margins.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
55
The slide uses green arrows to emphasize the reduction in costs.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
75
The slide uses a 'Greater Scale + Better Mix = Worse Valuation?' logic to argue for undervaluation.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
78
The table shows the calculation of Operating EPS by adjusting reported EPS for non-operating pension costs, net of tax.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
79
The table includes pro forma adjustments to remove NBCU and isolate core industrial equipment financials.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
81
Includes detailed footnotes regarding accounting adjustments for pension, lease, and acquisition impacts.General Electric (GE) · Trian Partners
Activist deck Activist investor 1 hit
31
Includes specific analyst quotes from Bernstein and Consumer Edge regarding earnings quality.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
32
Includes pro-forma adjustments for acquisitions (PBG, PAS, WBD) and tax effects.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
38
The table highlights market share erosion in key strategic markets as defined by PepsiCo management.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
39
The chart includes a regression line with a very low R-squared value, indicating no statistical significance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
42
The slide uses red bars to indicate market share loss and blue bars for gain. Asterisks denote the 7 largest categories.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor 1 hit