Home » Value Investing Trian Partners’ Discussion Points On DuPont By Sheeraz Raza Updated on Feb 2, 2020, 10:02 am Trian Partners investment thesis for DuPont. See full PDF below. Related Articles Logica Capital April 2023 Commentary Return on Invested Capital: One Metric To Rule Them All Crescat Capital: Whistling Past The Graveyard The Cult Of Warren Buffett