Post Holdings, Inc.
POST
pitch
long
Jackson Thies
Thesis
Jackson Thies pitched Post Holdings as a strong investment opportunity during the Moon Lee Prize Competition, emphasizing its market position and growth prospects.
Did it work?
worked
confidence: high
The long thesis on Post Holdings has played out successfully, as evidenced by a significant price increase of 164.6% over the 151 months since the pitch. The company's strong market position and growth prospects have likely contributed to this positive performance, validating the investment thesis.
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