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.
Sunday, November 15, 2026
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From X
Mr Neutral Man aka "Howard Marks of REITs” on X
Taking my kids on an Anthony Bourdain style Queens food crawl Dinner at Astoria Seafood - grilled scallops, cuttlefish, gulf shrimp, halibut and fried calamari $186 Baklava at Al Sham -$13 Pastry at Cafe Noisette - $18 Pokemon cards $GME - $20 My kids’ smiles - Priceless
A Capital on X
- $OWL private credit apocalypse vs. sustainable franchise
Asif Suria on X
@RAMCOCAPITAL We haven't seen much in terms of insider buying at $FICO despite the huge drop in recent months. It was Prospect Capital:
George Noble on X
@TheAlucardofX My “crappy service” Countless investors have profited from my advice. Every $CRWV shareholder certainly wishes they had.
Investor Letters
All letters- Minotaur Capital October 2026 MSCI $47BRDDT $19B
- Bell Asset Management October 2026 CRH $62BEXPGF $34B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $30B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SN $32B
- FCL Capital October 2026 ANPDF $28BCNSWF $52B
- Protean Funds October 2026 LFABF $13BNSIS-B $28B
- Optimist Fund Q3 2026 ZS $31BAFRM $22B
- City Different Investments 3Q 2026 FLEX $28B
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Nebius’ Q3 beat relied on $325 million of one-off partnership fees as it raised 2027 CapEx to $40–45 billion and may need $6–11 billion of…
A No-Spin, No-Snark Take On Nebius Group (NASDAQ: NBIS)
Nebius spent $7.3bn in Q3 capital expenditure against $981m of revenue, including $325m in nonrecurring partnership sales, and guides to…
OXY’s Q3: 5 Reasons It’s Ripe for a Takeover
Occidental Petroleum reached its $10 billion debt target early and targets $6.4 billion to $6.5 billion of 2027 free cash flow at $65 WTI,…
TSOH Weekly Roundup (11/13/2026)
Tripadvisor’s CEO and CFO will depart after weak Q3 results, while Roblox’s CEO discusses AI and Berkshire repurchases $9.6 billion of…
Infineon Technologies (OTC: IFNNY) Stock Rating: Initiating Coverage At Accumulate After Q4 FY9/26 Earnings
Infineon’s AI data-center power-chip revenue more than doubled to €1.7bn, supporting fiscal 2027 guidance for about €20bn in revenue and…
Research & Analysis: CoreWeave (NASDAQ: CRWV)
CoreWeave targets 2 GW of active compute capacity, backed by high GPU rental rates, fast paybacks and a growing backlog despite a…
Celestica: Down 56% In 5 Months, Still A Strong Buy
Celestica, down 56% in five months, is pitched on next-generation data center switches and design wins, with customer concentration,…
Benjamin C. Barry 1 click
Industry Primer: Alternative Asset Managers
Alternative asset managers earn durable fees on committed capital, but 2026 losses followed retail-credit redemptions, lender-fraud…
Bloom Energy: Voters Want Data Centers Off Their Bill, Buy
Bloom Energy’s fuel cells offer data centers grid independence as Q3 operating income rose 518% on 138% revenue growth.
Ignacio Planas Gonzalez 2 clicks
QXO Inc Earnings Update: Q3 2026
QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163…
EUXTF · long Euronext NV
Euronext has evolved from a regional cash-equities exchange into a pan-European market-infrastructure platform after a decade of technology…
[CoStar] Homes are different
CoStar spent more than $1 billion building Homes.com to challenge Zillow, betting seller-agent leads, proprietary listing content and…
“Going Through Some Pain”
Dick’s Sporting Goods’ $2.4 billion Foot Locker acquisition nearly quadruples its store count and adds international exposure, risking a…
The Monday Morning Briefing
Latticework’s weekly briefing spotlights discounted European assets including Barco, Bolloré, Brookfield and D’Ieteren, with catalysts…
Genuine Parts: NAPA Self-Help, Motion Recovery, And The 2027 Separation Support Upside
Genuine Parts targets NAPA network improvements, Motion’s industrial recovery and a 2027 Automotive-Industrial separation to lift sales,…
Value Capital Research 2 clicks
Deep Dive: Brookfield Corporation
Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…
Southwest Airlines: Buy The Transformation Despite The Oil Shock
Southwest Airlines targets more than $2 billion of 2026 EBIT from assigned seating, extra legroom and bag fees despite higher fuel costs…
Dhierin Bechai 4 clicks
Thoughts on GFL’s Take Private - Is Dovigi Indifferent?
GFL’s take-private process has drawn KKR, Blackstone, Brookfield and IFM, while CEO Patrick Dovigi signals he will accept only the right…
Brookfield of Dreams
Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
Why Dario Amodei and Sam Altman Are Faking the AI Doomsday Crisis | The Weekly Wrap
Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
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Lee Bailey
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Marc Gerstein
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Mike Arnold
Mike Zaccardi, CFA, CMT
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Motti Sapir
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Quantryon Capital
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absreturnchaser
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Broken Moats
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Connor Haley
Conor Maguire | Value Situations
Convequity
Dalius - Special Sits
David Orr
Deep Sail Capital
Derek Pilecki
Devin LaSarre
DOMO Capital Management, LLC
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Fajasy
Farmer
Fierce_beast
Fred Liu
Gavin Baker- George Noble
Hunterbrook
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JabroniCoin.USD
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junkbondinvestor
kab60
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Kuppy
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marginofdanger
mavix
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Investor letters we follow
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- Lazard Asset Management
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- Lindsell Train Limited
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- Loomis Sayles — Global Growth Fund
- Lyrical Asset Management
- MJG Capital
- Madison Investments — Small Cap Fund
- Mairs & Power
- Manole Capital Management
- Mar Vista Investment Partners
- Maran Capital Management
- Markel Group
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- NS Partners
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- Newport Capital Group
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- Nightview Capital
- Nixon Capital
- Nomura Asset Management — Large Cap Growth Fund
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- Northern Funds — International Equity
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- Optimist Fund
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- Overseas Asset Management Asian Recovery Fund
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- PM Capital
- Packer & Co
- Palm Harbour Capital
- Palm Valley Capital
- Parnassus Investments
- Patient Capital Management
- Peak Asset Management
- Peapack Private
- Pendelhaven Asset Management B.V.
- PenderFund Capital Management Ltd.
- Penn Davis McFarland
- Pershing Square Holdings
- Pittenger & Anderson
- Platinum Asset Management — International Fund
- Plural Investing
- Polaris Capital Management
- Polen Capital 5Perspectives Growth Opportunities
- Polen Capital U.S. Opportunistic High Yield
- Praetorian Capital
- Private Capital Management
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- Protean Funds
- Pzena Investment Management
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- Quercus Fund
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- Sequoia Fund
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- Tapasya Investment
- The London Company
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- TimesSquare Capital Management
- Touchstone — Balanced Fund
- Troy Asset Management
- Tweedy, Browne
- Unconventional Value
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- VH Standard Asset Management
- Value Line Funds
- Victory Capital — Sycamore Mid Cap Value Equity
- Vision Capital Fund
- Vltava Fund
- Voss Capital
- Voya Investment Management — MI Dynamic Small Cap Fund
- Vulcan Value Partners
- Warden Capital
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- Wealthspire Advisors
- Wedgewood Partners
- Weitz Investment Management
- Wellington Management — Quarterly Market Review
- WestEnd Capital Management
- Westfield Capital Management
- Westwood — Quality SmallCap Fund
- White Brook Capital
- White Falcon Capital Management
- YCG Investments
Sectors
Ordered by how often our editor reaches for them.
