slides · global inventory
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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 16,981-17,010
Pages 1,935
Rows per page 30
Slide function
16,981-17,010 of 58,039
13
The chart illustrates a trend of de-risking the balance sheet over an 8-year period.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
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 1 hit
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 1 hit
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 Chain1 hit
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 Chain1 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
115
The chart uses letter annotations (A-P) to mark specific events, though the legend for these is missing.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
08
The chart highlights that menu price increases have outpaced CPI, while traffic/mix has been declining.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
24
The slide uses a 'build-up' approach to adjust the headline return metric down to a more realistic after-tax FCF return.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
34
The slide highlights the company's strategy of re-levering and returning capital to shareholders, showing a 210% cumulative payout ratio.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
17
The table includes a footnote referencing a 2006 Goldman Sachs report for historical context.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
20
Includes a specific callout regarding a 2006 Goldman Sachs valuation of the Kukui'ula project.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
21
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
24
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
32
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
38
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
41
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
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 1 hit
49
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
52
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
53
Dual-axis chart comparing U.S. (left axis) and Canada (right axis) housing starts.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
54
The chart shows U.S. prices peaking around 2006 and declining, while Canadian prices show consistent growth over the decade.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
55
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
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 1 hit
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 1 hit
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 1 hit
59
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
60
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
63
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