slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,851-26,880
Pages 10,128
Rows per page 30
Component
26,851-26,880 of 303,834
06
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
17
The chart includes an annotation explaining a sharp drop in the ratio due to the consolidation of investment management funds.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
18
The chart uses a yellow dashed box to highlight Bank of NY Mellon.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
21
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 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
33
The chart highlights a clear upward trend in the expense-to-revenue ratio, supporting the activist thesis of operational inefficiency.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
36
The slide uses a timeline format to illustrate a pattern of serial acquisitions.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
44
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 2 hits
45
The red arrow visually emphasizes the performance gap between the two companies in 2014.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
46
The chart highlights BK's outlier status in headcount management compared to peers like Bank of America, which shows a significant reduction.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
48
The chart uses callouts to explicitly quantify the margin gap at three points in time.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
64
The slide uses a table to contrast CAGR figures, highlighting that the 'Flat Scenario' implies higher expense growth than the 'Normalized Scenario', which contradicts standard financial modeling expectations.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
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 2 hits
72
The slide uses indexed growth charts to compare performance across specific business lines.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
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 2 hits
80
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
82
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
83
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
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 After2 hits
88
The slide uses a visual contrast between 'Legacy BK Markets' and 'Future Growth Markets' to highlight the company's under-ambitious targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After2 hits
99
The slide uses a book cover image as a visual anchor for the authority citation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
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 2 hits
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 Goliath2 hits
07
Uses indexed financial performance (2012=100) to compare growth rates of Revenue, EBITDA, and EPS.Epiq Systems, Inc. (EPIQ) · Marcato
Activist deck Activist investor Beat · The MonsterLoop · David Goliath2 hits
40
The slide uses a timeline framework to demonstrate the longevity and stability of the company's product portfolio.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 2 hits
42
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
66
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 2 hits
41
The peer group includes Macy's, Kohl's, and Nordstrom; JC Penney is excluded.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 2 hits
44
The table highlights the 12.0x multiple column with a red box.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor 2 hits