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Matching slides 78,129
Current window 15,691-15,720
Pages 2,605
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Component
15,691-15,720 of 78,129
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 2 hits
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 2 hits
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 2 hits
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 2 hits
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 Chain2 hits
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 Chain2 hits
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 2 hits
38
Uses a waterfall chart to show projected growth components and a bar chart with target overlays to show the gap between actual and projected EPS.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
40
The slide uses a dual-chart layout to highlight performance divergence between two financial institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
50
Uses red dashed ellipses to highlight the period of decline.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
55
The slide highlights BNY Mellon's lower NIM and higher cash/interbank investment levels compared to peers.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
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 2 hits
10
Uses a two-part bar chart to contrast revenue scale with margin efficiency.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Loop · Aha Moment2 hits
13
Uses a dot-plot to emphasize the overwhelming frequency of negative returns.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
19
The slide uses a 'FAIL' callout to emphasize the critique of the Board's capital allocation decisions.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
21
Uses a 'FAIL' stamp to emphasize the critique of compensation practices.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
32
Part of the Trian Partners 'Restore the Magic' activist deck.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
39
Uses a dual-chart layout to highlight the discrepancy between scale (revenue) and efficiency (margins).The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
43
The slide uses a 'broken flywheel' narrative to contrast rising costs with stagnant revenue.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
51
Uses a combination of a comparative bar chart and a cumulative bar chart to illustrate misalignment.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
67
Uses a dual-chart layout to contrast TSR underperformance with high bonus payouts.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
68
Uses a two-column layout to contrast financial targets vs. discretionary bonus payouts.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
72
Uses 'MISS' stamps to emphasize performance failures against consensus estimates.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction2 hits
103
Uses two side-by-side bar charts and data tables to demonstrate the 'jaws' effect where costs grow faster than or decline slower than sales.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 2 hits
56
The slide uses a line chart for historical price trends and a bar chart for affordability ratios to contrast Alberta markets with major Canadian cities.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
57
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 2 hits
58
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 2 hits
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 2 hits
35
The chart illustrates the inverse relationship between free cash flow generation and share count reduction over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · Financials2 hits
40
The slide uses a contrast-based visual strategy to highlight Dillard's superior position in both metrics.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · FinancialsLoop · Benchmark Gap2 hits