slides · global inventory
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Matching slides 79,264
Current window 64,681-64,710
Pages 2,643
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64,681-64,710 of 79,264
06
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
08
The slide uses red dashed circles to draw attention to BNY Mellon's market share in both charts.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
11
The slide uses a pie chart for revenue mix and a stacked bar chart to show growth in specific fee segments during a market downturn.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
12
The chart illustrates a consistent upward trend in global financial assets, supporting the thesis of long-term growth for the subject company (BK).The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
13
The chart illustrates a trend of de-risking the balance sheet over an 8-year period.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
14
Shows BK's superior risk profile compared to BAC, WFC, and JPM.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
15
The chart uses a dual-axis approach to show absolute deposit volume (stacked bars) and a percentage ratio (line graph).The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The chart highlights deposit growth during 2001, 2008-2009, 2011, and 2012-2013.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
17
The chart includes an annotation explaining a sharp drop in the ratio due to the consolidation of investment management funds.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
18
The chart uses a yellow dashed box to highlight Bank of NY Mellon.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
20
The chart illustrates a clear downward trend in NIM over a decade.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
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The slide uses a valuation buildup approach to justify a specific per-share value increase based on interest rate sensitivity.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
22
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
23
Includes a CEO quote from 2010 to support the thesis on TED spreads.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
24
The slide uses a stacked bar chart for historical data and a line chart for the recovery projection.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
27
The slide uses stacked bar charts to illustrate the components of regulatory requirements, highlighting the increase in capital buffers.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
31
Uses red text and dashed boxes to emphasize the missed $3.38 EPS target.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
04
The slide uses parentheses to denote negative returns or underperformance.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
05
The slide uses a 'Marcato' branding, likely an activist investor presentation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
06
The slide uses a red circle to emphasize the 83% figure, framing the acquisition as a failure.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
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Uses indexed financial performance (2012=100) to compare growth rates of Revenue, EBITDA, and EPS.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
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The slide uses indexed charts to show that corporate costs are outpacing revenue growth, suggesting operational inefficiency.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
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The slide uses a visual arrow to emphasize the upward trend in compensation.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath1 hit
11
The slide uses a stock price chart to argue that the Board's rejection of a $20 offer was flawed because the market has not valued the company at that level since.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The StruggleLoop · David Goliath1 hit
62
The slide uses a peer benchmark table to demonstrate a competitive advantage in capital efficiency.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
64
The slide uses historical impairment data to argue that competitors have already adjusted their balance sheets to reflect market reality.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
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Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP)Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
66
The slide uses a standard financial 'comps' table format to support an investment thesis regarding valuation arbitrage.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
67
The table calculates implied share price using median multiples from comparable companies.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
68
The slide highlights a lack of analyst coverage for BRP compared to other companies in the sector.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit