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Activist Investor Nelson Peltz Unveils His Plans for Pepsi and Mondelez

July 18, 2013 | About:
Canadian Value

Canadian Value

134 followers
Peltz has amassed a big position in Pepsi and a big position in Mondelez (MDLZ).

He thinks Pepsi has two different businesses. One is a cash business and the other is a growth business.

Peltz has a plan where Pepsi buys Mondelez and then does a spin-off of the beverage business.

He walks through the details in the interview below:





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Canadian Value
http://valueinvestorcanada.blogspot.com/

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