Mike Arnold
Long only, small-cap, tech, growth at reasonable price

Post Up For The Long Haul With Post Holdings

Shares of Post Holdings (NYSE:POST) ("Post" or "the company") are offering investors an attractive entry point after giving up 20% of its market value over the last couple of months. While an investment in a boring breakfast cereal business may seem a bit prosaic to some investors, this business should benefit from a number of recent accretive transactions and from renewed investor demand should market volatility ratchet up at the prospect of government shutdown fears, causing investors to refocus on defensive businesses.

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The Business

Post is a storied franchise in the United States, owning a collection of well-known cereal brands.

After Post's spin-off in early 2012 from Ralcorp [which was recently bought out by ConAgra...

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