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Activist Investor Nelson Peltz Unveils His Plans for Pepsi and Mondelez

July 18, 2013 | About:

Peltz has amassed a big position in Pepsi and a big position in Mondelez (NASDAQ: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:





About the author:

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

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GuruFocus has detected 5 Warning Signs with Mondelez International Inc $MDLZ.
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