slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 74,941-74,970
Pages 3,950
Rows per page 30
Component
74,941-74,970 of 118,471
01
The Bank of New York Mellon (BK)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
16
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
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
28
The slide uses a 2x3 grid of colored boxes to categorize strategic focus areas.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Logic Chain1 hit
34
The slide uses a red arrow for headcount growth and a green arrow for revenue growth to visually emphasize the disparity.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
62
Uses a comparison of two different reporting methods to expose management's opportunistic data presentation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
66
The slide uses a negative framing to critique the company's capital allocation strategy.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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
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
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
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
90
Features a book cover image of 'Who Says Elephants Can't Dance?'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
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
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
01
Epiq Systems, Inc. (EPIQ)Epiq Systems, Inc. (EPIQ) · Marcato
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
09
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
37
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
39
The valuation methodology uses specific cap rates and per-acre estimates for different assets.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
41
The table highlights consistent EBIT margins between 9.8% and 11.7% despite revenue growth.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
43
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
44
The slide uses a bridge table to justify a valuation multiple adjustment.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
69
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