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
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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
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Sectors
Ordered by how often our editor reaches for them.
