Shares of Bank of New York Mellon (NYSE: BK ) have been a tremendous performer over the past year, gaining 75%. The company has benefited from a persistently high-rate environment (which may now change), strong equity markets, and very impressive expense discipline. Given such aOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a ...