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- Total posts
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- Total predictions
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BUY
Zoetis down -50% over the past year
World's leading animal pharma company at 13x PE with 9% EPS growth
Score-0.38
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US Meatpacking ($TSN, $SFD, $PPC): Cheap enough?
The US's largest domestic protein producers screen relatively attractively when viewed across the cycle, enjoy defensive demand, and have scale moats. However, each protein cycle is unique, and we might be approaching a time of great cost and demand disruption. …
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How AI Startups Hallucinate Their Revenue Metrics
Understanding the difference between cARR and actual ARR + how the metric gets gamed by founders looking to raise money.
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