Couverture de 40. Saving your Good Boy is a Big Business

40. Saving your Good Boy is a Big Business

40. Saving your Good Boy is a Big Business

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 For our fortieth episode, we're talking about a part of our families that often has four legs. [pause] We’re talking about our pets. The trend is undeniable: we've elevated our pets from the backyard to cherished members of the family. We'll spend almost anything to keep them healthy. Today's company is the "Pfizer for your pet." It's the global leader in the medicines, vaccines, and treatments that our veterinarians rely on every single day. We are talking about Zoetis.

When you hear the name Zoetis ($ZTS), you might know it as the former animal health division of Pfizer, the largest company in the world dedicated to medicines and vaccines for pets and livestock. It's the dominant leader in a niche corner of the healthcare sector.
But the real story behind Zoetis's incredible success isn't just about animal medicine; it's about the powerful and durable "humanization of pets" megatrend. As owners increasingly treat their pets as members of the family, spending on their health and wellness becomes essential and recession-resistant. This has turned Zoetis into a defensive growth powerhouse with a wide competitive moat, serving both the companion animal and livestock markets. But with the stock consistently trading at a premium valuation, is all the good news already priced in?
We're checking up on the health of this investment to determine if Zoetis can continue to justify its premium price tag and remain a best-in-breed holding for a long-term portfolio.


Created with love by Emil Lazzaroni
2 new episodes per week, until I can find good companies to hold forever.

This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content.

Always consult a professional before investing.
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