Spinoffs Conference: Detailed Notes From Locust Wood – Part 2

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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?

Edge Spinoff Conference Locust Wood

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...

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