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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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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
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1

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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

135,961-136,020 of 319,975

filter-aware
52
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
53
The chart uses a dual-axis approach to overlay performance against discount volatility.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
54
Slide 54 of an activist deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
55
Slide 55 of the deck.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
56
Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor Beat · Action1 hit
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Page number 57 at the bottom.Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
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Pershing Square Holdings Portfolio (multi-position) (PSH)Pershing Square Holdings Portfolio (multi-position) (PSH) · William Ackman
Activist deck Activist investor 1 hit
01
Slide 1
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
02
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
03
This slide serves as a foundational disclaimer for the activist campaign, emphasizing the depth of due diligence while acknowledging information asymmetry.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
04
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
05
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
06
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
07
The slide uses a table to decompose the company's revenue and profit structure, highlighting the distinct nature of the float income.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
08
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
09
The slide uses a table of financial projections to set up a critique of management's incentive structure.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
10
This is a classic activist investor 'problem statement' slide, framing the company's current state as a failure to reach potential.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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This is a high-level thesis slide, likely serving as a transition or anchor for the activist argument.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
12
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
13
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
14
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
15
The slide uses a list-based structure to contrast ADP's legacy model with the modern SaaS HCM market.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
16
The slide uses a 'villain' framing by characterizing ADP's strategy as 'cobbled' together.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
17
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 hit
18
Includes a testimonial/quote from a former SVP to validate the critique.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Problem Statement1 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
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Uses a 'zoom-in' visual technique to highlight the National Accounts segment from a larger table.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
23
The chart uses a combination of trend lines and discrete data points to illustrate market share erosion.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
25
The slide uses a 'quote-as-evidence' technique to validate the activist's thesis.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a circular process diagram feeding into a linear outcome box.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
27
Uses a 'before-after' framing logic to contrast current operational underperformance with potential future growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
29
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
The slide uses a flywheel-style diagram to connect operational improvements to financial outcomes.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
32
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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Includes a testimonial quote from a former SVP to reinforce the 'ticking time bomb' narrative.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
Uses a waterfall chart to bridge Gross Revenue to Net Operational Revenue.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
The slide uses a bar chart to contrast 'Operational Revenue' with adjusted figures to expose accounting-driven growth inflation.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
40
The slide uses a 'before-after' or 'contradiction' framing to show that sales force expansion is outpacing bookings growth.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor Loop · Cost Of Inaction1 hit
41
The slide uses a stacked bar chart to decompose gross bookings into three components: Employer Services, PEO Net Bookings, and PEO Pass-Through Bookings, highlighting the increasing share of pass-throughs.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
42
The slide uses red 'X' icons to signify the removal of previously available data points.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
43
Uses a red box to highlight negative CAGR in Mid-Market and Enterprise segments.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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 1 hit
45
Uses a 'VS' comparison structure to juxtapose executive quotes against empirical market data.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 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
47
The chart uses a bridge methodology to decompose revenue growth between FY2009 and FY2017.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
48
Uses CEO/CFO quotes as evidence of strategic shift and potential growth headwinds.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
49
Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
50
The slide highlights a specific margin increase while providing context on the underlying cost pressures (dual operation costs).Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
51
Uses a direct quote from a 10-K filing to expose accounting practices.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
52
The chart uses a waterfall structure to bridge from reported margin to adjusted net operational profit margin.Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit
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Automatic Data Processing (ADP) (ADP)Automatic Data Processing (ADP) (ADP) · William Ackman
Activist deck Activist investor 1 hit