Zoetis: ~13x P/E, But Still in the Doghouse
Zoetis trades near 13x 2026 guidance after a 31% annual share decline, as Q3 revenue and earnings fell and competition from Elanco intensified.
Saturday, November 14, 2026
Back to the front page 
From X
Colin King on X
$HQI going back on the watchlist...
Odd Diligence on X
@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT
Adam D. Wyden on X
$STGW @CorneliaLake Judd riffing on $STGW at min 40….lfg @Mark_Penn @jayleveton @ballan11 @AndrewYAVB @ACapitalLP
Barbarian Capital on X
Railroad CEO’s Loose Lips Threaten to Torpedo His $72 Billion Megadeal $UNP $NSC
Investor Letters
All letters- Gresham House October 2026 EARN $33M
- Asset Value Investors Ltd October 2026 079940 $485M093320 $626M
- Sandon Capital — Activist Fund October 2026 FWD $136MSPSY $111M
- Minotaur Capital October 2026 CROX $7.5BHUT $6.9B
- Bell Asset Management October 2026 CRH $62BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $419MFNCHF $512M
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30BNOW $106B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.8BSN $32B
Is Nebius Fucked?
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BGIN: a $34mm tax bill and $31mm of cash
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Arcos Dorados Q3: Same Golden Arches, A Fraction Of The Price
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A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)
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OXY’s Q3: 5 Reasons It’s Ripe for a Takeover
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Opera Q3 Preview: Another Great Quarter Ahead
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Gytis Zizys 5 clicks
Qualcomm Custom ASICs?
Qualcomm’s Alphawave SerDes, CPU cores and HBC could support custom AI ASICs as hyperscalers build heterogeneous fleets beyond GPUs.
Applied Materials (NASDAQ: AMAT) Stock Rating: We Remain At “Stop" After Q4 FY10/26 Earnings
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TSOH Weekly Roundup (11/13/2026)
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Klaviyo: Reduced Risk, Better-Than-Expected Growth And Gross Margin (Rating Upgrade)
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Research and Value 4 clicks
PYPD · long Polypid LTD
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Quick Value #334 - Flowers Foods (FLO)
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Q3 2026 Jenga IP Quarterly Letter
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Howmet Aerospace: Strong Q2, But The Valuation Is Too Rich
Howmet Aerospace posted 24% Q2 revenue growth and 46% adjusted EPS growth, but HWM trades about 87% above a $120.69 DCF fair-value estimate.
Alexander I. Velasquez 2 clicks
LQDA: finer powder, higher doses
Liquidia’s Yutrepia sales reached $170.4 million in Q2 2026, while a patent ruling threatens its PH-ILD label but leaves PAH sales and a…
Magna: International Expansion And Growing Margins
Magna International’s gross margin reached 14.7% and operating margin 5.6%, supporting double-digit earnings growth alongside EV investment…
David Zanoni 1 click
Global-e: The Invisible Engine Behind the Brands You Buy From Directly Online! $GLBE
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some thoughts on FICO
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Investor Overview 5 clicks
“Is Ralph Lauren Still Relevant?”
Ralph Lauren’s 2017 CEO change put Patrice Louvet in charge of reversing nine quarters of same-store sales declines and restoring the…
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Sectors
Ordered by how often our editor reaches for them.
