Trian Partners 13D Investor Summit – DuPont Presentation – ValueWalk Premium
DuPont
15Apr

Trian Partners 13D Investor Summit – DuPont Presentation

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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