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Matching slides 110,471
Current window 69,181-69,210
Pages 3,683
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69,181-69,210 of 110,471
65
The slide uses a table to highlight the discrepancy between segment guidance and the resulting 'Other' segment performance.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
70
The Bank of New York Mellon (BK)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
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
81
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
84
The slide uses a vertical process flow with additive logic.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
86
The slide uses a visual matrix to show service coverage (Back, Middle, Front office) for BNY Mellon vs State Street, highlighting a gap in middle/front office services.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
91
Uses a 'problem-solution' framing where the problem is IT inefficiency. Includes quotes from stakeholders.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
92
The slide uses a red box to highlight the 'Technology' column as the preferred strategic direction.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
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
104
Uses direct quotes from Glassdoor to build a case against current management culture.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
107
Uses a combination of quote-based contradiction and a table of failed regulatory proposals.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
108
Uses BlackRock Solutions as a precedent for BNY Mellon's potential strategic pivot.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
127
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
144
Uses a ripple/concentric diagram to show how core behavior radiates through PR, engagement, and campaigns into specific channels.The Bank of New York Mellon (BK) · Marcato Capital Management
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
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
17
Buffalo Wild Wings (BWLD)Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
18
The slide uses a '4-Wall Margin' summary row above the stacked bars to show the net effect of these cost changes.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
20
Includes a callout box summarizing the per-share value impact and a source note at the bottom.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
25
Includes a quantitative valuation bridge and a qualitative comparison matrix.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
28
The slide uses a column-based framework to categorize strategic initiatives and their associated basis point impact.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
29
The chart uses red circles to highlight specific declining trends across categories.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit