Contrarian Corpus
Marcato vs. The Bank of New York Mellon

The Bank of New York Mellon · BK

1 deck published between 2015-03-01 and 2015-03-01 — 153 pages, 153 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2015-03-01 initial thesis

    2015 03 Marcato BNY Mellon Presentation Mar 2015

    153pp · full_deck

    BNY Mellon has squandered the 2007 Mellon merger under CEO Hassell; cutting ~10,000 excess FTEs and installing new leadership closes the State Street gap for 114% upside.