Value Investing

Trian Partners Latest Presentation: DuPont Rhetoric

Trian Partners Latest Presentation: DuPont Rhetoric by Stock Pucker

April 25, 2015

Trian Partners put out another short (13-slide) presentation re: DuPont yesterday. This comes as the annual meeting is set for May 13 and ISS is expected to make its recommendation in a week or so. The latest presentation is basically a rebuttal piece, where Trian takes various statements that DuPont has made in the past and rebuts them, hence the title, DuPont Rhetoric vs. Reality.

Here are  the slides, Trian’s Presentation from April 24. The two key slides from the deck:



Trian’s previous presentation on $DD here, Trian Partners 13D Investor Summit | DuPont ($DD) Presentation

See full presentation below.

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