Spinoffs Conference: Detailed Notes From Locust Wood – Part 2

Detailed notes of Stephen Errico’s (Locust Wood) presentation from the Spinoffs Conference brought to you by The Edge which took place on June 6th 2018. See the full notes here.

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Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid?

Basically, these two companies have been in the news over the years. They have been under attack - Dow from Daniel Loeb, DuPont from Nelson Peltz of Trian. And so that was sort of the predecessor two companies. Ultimately, Peltz kind of won, but he ended losing out for what came out of...