Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Diversification Is Complete, Post Ready To Go Higher

Post Holdings Inc. (NYSE:POST) made eight acquisitions over the last few quarters and stock, after some integration missteps related to the recent acquisitions, has corrected. Looking at the stock and the recent news flow, the story behind the trail of acquisitions seems somewhat clouded and lost. A closer look suggests that the product portfolio, after last months Michael Foods acquisition, is complete and benefits accruing from the diversification strategy undertaken should be visible in the coming quarters.

Using Michael Foods and other acquisitions as a tool to diversify, Post has defined a clear leadership in one of the fastest growing categories in the food segment - Breakfast. At a time when more players, including Taco Bell and Tyson...

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