E.I. du Pont de Nemours and Company
2 activist/short documents on this target.
Timeline
2015-04-13
Trian Partners · 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.
N4 V3
2015-04-21
Trian Partners · full deck
DuPont is bottom-quartile under Ellen Kullman; electing Trian's four nominees unlocks $120/share by 2017 by cutting $2-4bn of excess corporate costs and ending 'crony' compensation.
N5 V4