Hi guys i‘ve been tracking a few high-quality compounders that have been beaten down by recent market sentiment. With the current pullback, we’re seeing some of the most reliable businesses in the US trading at prices we haven’t seen in a long time.
**Tractor Supply ($TSCO) :** A retail staple that has shown incredible resilience over the years. Seeing it trade at these levels feels like a significant disconnect from its long-term compounding power.
**Zoetis ($ZTS)** : The leader in animal health. With the stock currently in the high $70s, it’s trading at a valuation that is hard to ignore for a company with such a defensive and growing moat( i know IDXX is better but zts is cheaper and those two are a duopoly in animal health )
**Fiserv ($FISV)** A fintech powerhouse that has been heavily punished. Trading below $50 is a massive shift, especially considering their role as essential infrastructure in global payments. Yesterday we saw 3/4 insider buying good amount of shares and even Burry started buying FISV ( idk if this is positive or not since he’s right 1 out of 10 times)
What do you guys think ? are you buying some of those names ?