The Outsider Value Creation Strategy Makes Post Holdings A Buy

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About: Post Holdings, Inc. (POST)
by: Detroit Bear
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Detroit Bear
Deep Value, special situations, long-term horizon, value
Summary

Shares of Post Holdings are up a whopping 265% since being spun off from Ralcorp in 2012.

Legendary CEO Bill Stiritz and his hand-picked successor, Robert Vitale, have created significant value for shareholders through the use of leverage.

Shares look reasonably priced as a standalone, but there is upside from the Active Nutrition IPO and further value-enhancing strategies.

Shares of Post Holdings (POST) are up nearly 24% over the past year, and impressively, they are up 265% since being spun off of Ralcorp in 2012. Legendary CEO Bill Stiritz took the