Can Dows Deal With Dan Loeb Show Path Ahead for DuPont?

The video discusses how Dow and DuPont are handling activist pressures differently. Dow has allowed activist-nominated board members, leading to better stock performance, while DuPont faces a potential proxy battle due to its resistance. The video analyzes the impact of these strategies on stock performance and future prospects.

How did Dow respond to activist pressures compared to DuPont?

• Dow resisted activist involvement, unlike DuPont.

• Dow allowed activists on its board, unlike DuPont.

• Neither company allowed activists on their boards.

• Both companies allowed activists on their boards.

What is one reason for Dow's better stock performance?

• Higher oil prices

• Cooperation with activists

• Lack of competition

• Increased marketing efforts

What has been a significant factor in Dow's profitability?

• High oil prices

• Increased marketing efforts

• New product launches

• Shale gas boom in the US

What is a potential outcome of the proxy battle at DuPont?

• Merger with Dow

• Activist representation on the board

• Breakup of the company

• Complete takeover by activists

What do some DuPont investors support despite not wanting a company breakup?

• Increased marketing efforts

• Activist voices on the board

• Higher dividends

• Merger with another company