Deep Dive into DuPont

Not as special as you might think.

I’ve had a lot of people ask me to do a deep dive on a public chemical company and I’ve resisted for a multitude of reasons, but I think it’s because I have no idea how to approach it. I’m not a public markets analyst. I do not want to pretend to be a public market analyst—I wouldn’t even know how to pretend. This is not investment advice. This is just …