Contrarian Corpus
Trian Partners vs. E.I. du Pont de Nemours and Company

E.I. du Pont de Nemours and Company · DD

1 deck published between 2015-04-13 and 2015-04-13 — 12 pages, 12 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2015-04-13 proxy fight

    c81018_ex1

    12pp · conference_presentation

    DuPont is a bloated conglomerate hiding $2-4bn of excess corporate costs and crony compensation; Trian's board nominees can unlock $120/share by 2017 — a 21% IRR.