slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 1,321-1,350
Pages 473
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Slide function
1,321-1,350 of 14,162
43
The slide uses a bar chart to visually demonstrate that gross expenses grew by 12% while revenue only grew by 2%, undermining the 'Operational Excellence' narrative.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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 1 hit
51
Uses a bar chart to highlight the performance gap between BK and a peer.The Bank of New York Mellon (BK) · Marcato Capital Management
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54
The chart uses an indexed baseline (3Q11=100%) to compare growth rates across four financial institutions.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
58
The slide uses a waterfall chart for the 2011-2014 roadmap and a table to compare CAGR metrics across three time periods to highlight the lack of strategic change.The Bank of New York Mellon (BK) · Marcato Capital Management
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59
The slide uses a 'Flat' vs 'Normalized' comparison for 2017 to highlight the lack of ambition in management's guidance.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
60
Uses a combination of bar charts to show the gap between stated goals and actual financial outcomes.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
61
The table uses checkmarks and x-marks to visualize the inconsistency in accounting adjustments.The Bank of New York Mellon (BK) · Marcato Capital Management
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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
63
The slide uses a red dashed circle to highlight the 4% growth rates for both Core Revenue and Core Expense, visually emphasizing the lack of margin expansion.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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 1 hit
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
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
68
The slide uses a bar chart with dashed boxes to represent growth ranges, highlighting the gap between BK and State Street.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
69
The slide uses a waterfall chart to highlight a discrepancy between projected growth and historical performance, framing it as a recurring issue ('Deja Vu').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
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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
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 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
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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
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109
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
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117
The slide uses a logo grid to visually demonstrate the lack of brand cohesion.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
119
The slide uses an image of an existing BNY Mellon advertisement to illustrate the disconnect between the brand's messaging and its actual business structure.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
146
The slide uses the CEO's own words against him to justify a leadership change.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
06
The slide uses a callout box to highlight specific negative catalysts on 10/28/15.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
09
The slide uses a CEO quote to frame a problem of margin compression due to labor costs.Buffalo Wild Wings (BWLD) · Marcato
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