Post Holdings, Inc.
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 played out decisively: over the ~12.6 years since the pitch, the stock returned +153.1%, more than doubling in line with the pitch's emphasis on market position and growth prospects. With far more time elapsed than any typical investment horizon and a strongly positive return in the direction of the pitch, the thesis is confirmed. While the absolute return is solid rather than spectacular, nothing in the thesis dynamics was invalidated.