slides · global inventory
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Matching slides 79,264
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Pages 2,643
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64,741-64,770 of 79,264
67
The chart illustrates the 'J-curve' of speculative investments, showing deep negative cash flow before projected breakeven.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
68
The slide uses a bar chart with dashed boxes to represent growth ranges, highlighting the gap between BK and State Street.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
69
The slide uses a waterfall chart to highlight a discrepancy between projected growth and historical performance, framing it as a recurring issue ('Deja Vu').The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
72
The slide uses indexed growth charts to compare performance across specific business lines.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
73
Uses a side-by-side waterfall chart comparison to highlight a performance gap.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
74
Uses a waterfall chart to visualize cost-cutting levers and a comparison table to highlight the divergence between JPM and BNY Mellon.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
76
The slide uses a red dashed box to highlight JPM's superior performance metrics.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
77
Uses red boxes to highlight specific companies (JPM, BK) and red text to emphasize 'real' expenses being excluded from margins.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
83
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
87
Uses a sensitivity table to demonstrate implied ROE against consolidated ROE targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
88
The slide uses a visual contrast between 'Legacy BK Markets' and 'Future Growth Markets' to highlight the company's under-ambitious targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
89
Includes market size charts and donut charts showing insourced vs outsourced servicing ratios for Hedge Funds, Private Equity, and Real Estate.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
93
The slide uses a bar chart to illustrate operational inefficiency at BNY Mellon compared to a peer.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
95
Includes a table showing implied headcount combinations for asset managers and servicers.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
96
The slide uses a comparison between internal historical data and an external benchmark to justify a reduction initiative.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
97
The table is split into 'Historical Restructurings' and 'Current Restructurings'.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
100
Includes a mix of historical AUM data, growth projections, an S-curve adoption model, and a competitive product penetration bubble chart.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
101
The slide uses two charts to demonstrate market dominance by top players and the profitability of specific investment strategies.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
103
Uses a bar chart to contrast high-inflow 'beta' strategies against low-inflow 'alpha' strategies to justify a divestiture recommendation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
121
The slide uses a donut chart to visualize total share volume for three financial institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
126
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
148
The slide uses the long tenure of the leadership team to imply stagnation or lack of fresh perspective.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
151
The slide uses a bottom-up calculation to derive EPS impact and total value creation per share.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
152
The table calculates pro-forma (PF) cash net income and EPS by adjusting for OpEx savings, restructuring costs, and share repurchases.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
153
The table calculates 'Adj. Value Per Share' by applying a 15x P/E multiple to 'PF Cash EPS' and adding cumulative dividends.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
06
The slide uses a callout box to highlight specific negative catalysts on 10/28/15.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
07
The slide uses a causal chain logic to link operational metrics to valuation compression.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
08
The chart highlights that menu price increases have outpaced CPI, while traffic/mix has been declining.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
10
The slide uses a red dashed box to emphasize the 2015 outlier.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
11
The slide uses a grouped bar chart to compare ROIC with and without operating lease capitalization, alongside a franchise mix row.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit