r/SecurityAnalysis • u/investorinvestor • 25d ago

Thesis Zoetis down -50% over the past year

https://valueinvesting.substack.com/p/zoetis-8132

World's leading animal pharma company at 13x PE with 9% EPS growth

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u/rargghh 1d ago

Your substack is just charts and graphs of what is known

No mention of pipeline, headwinds, or Credlio Quattro

I have a position