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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | David MoonMoon Capital Management | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Moon Capital Management - ZTS We added one new stock to the portfolio last quarter, Zoetis. ) Zoetis is... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Mike PoggiBrown Advisors Global Leaders Strategy | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Brown Advisors Global Leaders Strategy - ZTS We also had specific errors of commission in Zoetis and Workday, both of which have now been exited. Zoetis observed increased... | BEAR | View Pitch → |
| Sep 2, 2026 | Fund Letter | Nik DvornakPlatinum International Brands Fund | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Platinum International Brands Fund - ZTS Our worst performer was Zoetis (-35%). Simply, we got... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Dan DavidowitzPolen Capital - Focus Growth | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Polen Capital Focus Growth - ZTS We sold Zoetis. Zoetis remains the... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Buyside Damon FicklinPolen Capital - Global Growth | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Polen Capital Global Growth - ZTS Zoetis was the largest detractor during the quarter as the market continued to quickly penalize any disappointment in business momentum. The company remains... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Tyler Hardt, CFAPelican Bay Capital Management | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Pelican Bay Capital Management - ZTS On the negative side, we suffered only one real setback. One of our... | NEUTRAL | View Pitch → |
| Aug 19, 2026 | Substack | dbsilverfoxSubstack (dbsilverfox) | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Portfolio update as of 11.08.2026Zoetis Inc. – ZTS Zoetis Inc. is a dominant player in the animal health industry, but its capital allocation strategy has focused on share buybacks rather than organic growth. The com... | BULL | View Pitch → |
| Aug 4, 2026 | Substack | dbsilverfoxSubstack (dbsilverfox) | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Vetoquinol vs ZoetisZoetis – ZTS Zoetis presents a tactical investment opportunity with potential for high short-term returns due to its aggressive capital allocation strategy. The company's h... | NEUTRAL | View Pitch → |
| Feb 3, 2026 | Fund Letter | Tyler Hardt, CFAPelican Bay Capital Management | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Pelican Bay Capital Management 2025 Q4 (ZTS) Zoetis is the leading pharmaceutical and vaccine developer in the global animal health market. The company has... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Anthony PhilippDiamond Hill Mid Cap | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Diamond Hill Mid Cap 2025 Q4 (ZTS) Zoetis is a leader in the animal health market with leading products for companion animals and livestock. The company has... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Austin HawleyDiamond Hill Large Cap Strategy | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Diamond Hill Large Cap Strategy 2025 Q4 (ZTS) Pet and livestock pharmaceutical manufacturer Zoetis underperformed in Q4 after reducing its 2026 outlook, citing fewer veterinary visits by pet owners. Investor concerns centered... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Brown Advisory LLCBrown Advisory Large-Cap Growth Strategy | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Brown Advisory Large-Cap Growth Strategy 2025 Q4 (ZTS) Zoetis underperformed this year amid intensifying competition and continued headwinds from its pain product, Librela. Aggressive promotional activity... | BEAR | View Pitch → |
| Jan 28, 2026 | Fund Letter | Scott LaBreche, Christine CappabiancaImpax US Sustainable Economy Fund | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Impax US Sustainable Economy Fund 2025 Q4 (ZTS) Zoetis is held due to its attractive sustainability opportunity profile and strong governance. During the quarter,... | BEAR | View Pitch → |
| Jan 23, 2026 | Fund Letter | Achilleas TaxildarisThe Bristol Gate U.S. Equity Strategy | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | The Bristol Gate U.S. Equity Strategy 2025 Q4 (ZTS) Zoetis (ZTS) released earnings earlier in November and while earnings per share was ahead of consensus, sales trailed modestly. The company also... | BEAR | View Pitch → |
| Jan 8, 2026 | Fund Letter | Michael KramerMott Capital Management | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Mott Capital Management 2025 Q2 (ZTS) Although outside the second quarter timeframe, we added Zoetis to the portfolio on July 1. Zoetis specializes in... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Aristotle Core Equity Fund 2025 Q2 (ZTS) We sold Zoetis, as concerns continue to grow about competitive entrants in the dermatology and parasiticides animal health marketplace. While the company... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Mr. FitzpatrickAristotle Atlantic Core Equity Strategy | Zoetis Inc. $ZTS• NYSE | PharmaceuticalsPharmaceuticals | Aristotle Atlantic Core Equity Strategy 2025 Q2 (ZTS) We sold Zoetis, as concerns continue to grow about competitive entrants in the dermatology and parasiticides animal health marketplace. While the company... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.