Letters by company
Zoetis Inc.
6 letters discussing ZTS. Everything written about it on this site is on its ticker page.
- Moon Capital Management 2026 Q2 letter Moon Capital sold DaVita after valuation expansion reduced the benefit of buybacks and left future upside more dependent on difficult volume growth. It added Zoetis, arguing that temporary companion-animal product-cycle pressures obscure a durable franchise, strong veterinary relationships, and an undervalued innovation pipeline. second quarter 2026 ZTS $34BAMZN $2.9TDVA $12B
- GDS Investments Client Update, June 2026: Valuation Risk and Opportunity GDS Investments is adding to housing-related Lennar, Floor & Decor and Trex, arguing that higher rates have obscured durable advantages, industry consolidation and long-term demand. It also backs Zoetis as an animal-health leader trading below its business quality, while viewing Rivian’s software, partnerships and leadership as important to its investment case. June 2026 FND $5.3BLEN $21BRIVN $20B
- Davis Advisors Global ADR Davis Global ADR SMA Portfolio Fall Update 2026 The Davis Global ADR SMA portfolio remained overweight China despite macro pressure and a food-delivery price war, arguing that depressed valuations and intact fundamentals create a contrarian opportunity. It sold Ping An Insurance, initiated Zoetis, and detailed holdings including Full Truck Alliance, Itochu, Julius Baer and Viatris as cash-generative businesses with durable advantages. first nine months of 2026 ITOCY $103BJBAXY $18BVTRS $24B
- Fairtree Asset Management Fairtree Global Equity Fund Q2 2026 commentary Fairtree Global Equity Fund added to Booking Holdings, Meta and TSMC, opened positions in Shibaura Mechatronics, Charles Schwab, Robinhood, LVMH, Sasol and Gold Fields, and exited several lower-conviction holdings. The portfolio favours technology over cyclical shares while retaining valuation discipline amid a momentum-led semiconductor rally. Q2 2026 —
- GDS Investments Client Update, May 2026: Let's speak plainly. GDS Investments argues that erratic tariffs, geopolitical strain and politicized economic policy are freezing corporate hiring and capital decisions. It is avoiding frothier momentum areas while favoring high-quality value companies, and sees Rivian’s long-term, software-centric EV strategy as more credible than legacy automakers’ pivots back toward gasoline and hybrids. May 2026 RIVN $20BF $49BGM $75B
- Value Line Funds Portfolio Manager Q&A: Value Line Select Growth Fund Value Line Select Growth Fund maintained limited exposure to giant-cap companies, favoring high-quality large-cap businesses to reduce crowding risk. It added O’Reilly Automotive and Parker Hannifin for their consistent earnings growth and competitive positions, while exiting Zoetis and Danaher over longer-term growth concerns. 4th Quarter 2025 ORLY $73BPH $123B
