Matching slides 60,568
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21,481-21,510 of 60,568

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The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 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
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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
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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
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Uses a 'before-after' style comparison of claimed targets vs. actual results to undermine management credibility.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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Uses a table to contrast claimed program savings against targeted savings.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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The slide uses a combination of a bar chart and a table to illustrate the headcount discrepancy.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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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
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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
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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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The table includes footnotes explaining specific transaction contexts (forced sales, specific valuation inclusions).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
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Includes a red circle highlighting the final equity value per share and premium to current stock price.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
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The slide uses a red oval annotation to draw attention to the 'Real estate held for entitlement and leasing' line item.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
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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
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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
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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
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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
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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
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Includes a red circle highlight around the final implied share price and premium.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
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The slide uses a callout to link the 'Land and housing inventory' line item in the balance sheet to the pie chart breakdown.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
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The table uses a standard financial reporting format to compare profitability across regions.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
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The slide highlights a discrepancy between management's guidance and the analyst's conservative assumptions regarding U.S. land sales.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
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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
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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
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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
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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