Hi all,
I have been extremely interested in Post Holdings (NYSE:POST) and after using different formula to calculate its intrinsic/fair value I found the stock should be about double what it is now and even higher.
I did notice for a few years the stock had remained quite flat, seemingly focused on reducing debt which they did have too much of. Now that they have their debt under control they have recently acquired new companies and branched out into the pet food sector.
Their cashflow is very healthy and I have no worries when it comes to covering their debt or making new acquisitions in the near future.
So my question is, what am I not seeing? I searched for any mention of this stock and its as if no one has ever heard of them. Is there something fundamentally wrong with the company?
Perhaps too many people hate those delicious fruity pebbles. Which I absolutely love so really I shouldnt even have done any due diligence lol.
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