Broyhill: Post Holdings Inc Chief Needs More Protein

Post Holdings Inc Chief Needs More Protein by Christopher Pavese, Broyhill Assset Management, The View from the Blue Ridge Last week, we took a look at William Stiritz and how he produced a track record worthy of Outsiders fame. While many of the Outsiders are no longer among us or have been so successful as to be almost universally associated with investment acumen (we’re talking to you Warren Buffett), some continue to work their magic in relative obscurity. Our Ralston Purina story, A Public LBO, concluded with the company’s sale to Nestle in 2001.  But the action didn’t stop there.  In 2007, Ralston Purina acquired Post…