Nelson Peltz at Delivering Alpha Conference

Nelson Peltz was at the Delivering Alpha Conference today where it was revealed that he was amassing a big stake in DuPont. Additionally he went on to explain his investment thesis in Pepsi (of which he owns $1.5B) and Mondelez (of which he owns around $1.4B). He wants Pepsi to buy Mondelez for around $35 per share. Here is an abbreviated highlight reel: Here is the full interview with Nelson Peltz (some 20 minutes):