What Value Investing with Sven Carlin, Ph.D. said in this video:
- AI Capexneutralmid-termThe host relays and endorses the view that if the AI boom turns to bust, money rotates into cheaper value names; Zoetis is detached from AI-bubble risk.Source
- ZTSneutrallong-termThe host cautions that pharma stocks require accepting extra volatility — failed drug approvals, competitor moves — and that this volatility will continue.Source
- ZTSbullishlong-termThe host sees Zoetis as cheap at a P/E of 12, with 7% market growth plus buybacks and dividends already delivering ~12% returns, high ROIC, and oligopoly positioning — it looks like a buy.Source