Letters by company

Post Holdings, Inc.

1 letter discussing POST. Everything written about it on this site is on its ticker page.

Frank Capital Partners Frank Value Fund Q2 2026 Letter to Shareholders Frank Value Fund retained a large consumer-staples allocation and added healthcare companies and defense contractors, arguing that low valuations support buybacks and earnings growth. The fund warns that S&P 500 concentration in the AI Big 10 resembles prior market peaks, while Hershey and Post Holdings offer predictable free cash flow at depressed valuations. Q2 2026 HSY $33BPOST $3.2B