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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 21,511-21,540
Pages 2,019
Rows per page 30
Component
21,511-21,540 of 60,557
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
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
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
75
Uses a checkmark-based comparison to argue that the 'playbook' is universal.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
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
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
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
94
Uses symbols (++, --) to denote strategic direction and arrows for business impact trends.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
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
105
The slide uses bold text within quotes to emphasize key criticisms.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
147
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
149
The Bank of New York Mellon (BK)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
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
16
The slide uses a comparison table to frame the franchise model as more capital-efficient and resilient to cost inflation.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
21
The slide uses a dual-component approach: a line chart for stock performance and a data table for operational metrics.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
22
Includes a highlighted box (2010-2012) emphasizing the period of 3G Capital's ownership and rapid multiple expansion.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
23
The slide uses a dual-axis chart (bar for store count, line for stock performance) combined with a data table to demonstrate the correlation between refranchising and valuation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit