Trian Partners 13D Investor Summit – DuPont PresentationGuest Post
Trian Partners 13D Investor Summit - DuPont Presentation H/T StockPucker
Nelson Peltz was kind enough to post his presentation on DuPont online.
It's a short 12-slide presentation. Here's the takeaway.
Trian’s Investment Thesis For DuPont
- When Trian issued its Summary White Paper (September 2014), Trian arrived at an implied target value per share in excess of $120(1 . . .
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