Honestly, I’m stunned I’m writing this. I did my research on Zoetis during June, July and August, and my conclusion seemed, funnily, conclusive. My suspicion was that Zoetis was as close to being a truly durable company as possible. Even though the object of this article does not claim otherwise, it does indeed reveal something I completely overlooked. My conclusion was ultimately drawn from the following:
Thank you very much Kartik! I believe they in fact have. They sold some assets on that area if I'm not mistaken. Notwithstanding that, the feed additive business is not incredibly substantial to Zoetis' activities.
Appreciate your insightful perspectives and the depth of your writing my friend ! Your articles consistently provide valuable insights, making each read a rewarding experience. Looking forward to the next article!
I deeply appreciate your continuous support my friend and I am happy you find some value in these articles. I try my best for them to be interesting and thoughtful. Thank you and hope you had a great start to 2024 my friend!
Great article my friend! It is easy to see all the work and research behind those. This is not something most investors are good to do, going against the initial thesis and finding disruption. I need to put more effort into this. Thank you for sharing. Cheers!!
Hello Maxime, thank you very much for taking the time to go through these and the lovely comment! I'm still thinking a lot about this company and the types of technology it supposes. There are, I believe, 1 or 2 more articles around this story, all of which alter Zoetis' ecosystem in some way. Take care my friend!
Very nice read! I know this article is dated. But do you think $ZTS has reduced their risk in this area by selling off this feed additive business?
Thank you very much Kartik! I believe they in fact have. They sold some assets on that area if I'm not mistaken. Notwithstanding that, the feed additive business is not incredibly substantial to Zoetis' activities.
I also try to look at things that can break my investment thesis, but this is on another level. Thanks for writing this!
Thank you for the kind comment my friend. I think these types of writings are infinitely improvable, but glad they help!
Appreciate your insightful perspectives and the depth of your writing my friend ! Your articles consistently provide valuable insights, making each read a rewarding experience. Looking forward to the next article!
I deeply appreciate your continuous support my friend and I am happy you find some value in these articles. I try my best for them to be interesting and thoughtful. Thank you and hope you had a great start to 2024 my friend!
Great article my friend! It is easy to see all the work and research behind those. This is not something most investors are good to do, going against the initial thesis and finding disruption. I need to put more effort into this. Thank you for sharing. Cheers!!
Hello Maxime, thank you very much for taking the time to go through these and the lovely comment! I'm still thinking a lot about this company and the types of technology it supposes. There are, I believe, 1 or 2 more articles around this story, all of which alter Zoetis' ecosystem in some way. Take care my friend!
muchas gracias excelente trabajo como siempre saludos
Muchísimas gracias Rodolfo, intento que sean rigurosos pero de fácil lectura. Aún no estoy ahí, pero trabajando para llegar! Saludos compañero