$HUBS HubSpot Tape Reports
Per Ticker.id: $HUBS HubSpot Tape Reports — 6 podcast mentions across 3 podcasts (30 days), latest 2026-08-11 00:05 UTC.
That is Nucor Corporation, ticker NUE. Thanks for the call. All right. From time to time, we get questions on our Invest Talk, or from HubSpot, that is. And HubSpot is our questions from our website investtalk.com. So here's one that came in actually just today, and it is on ticker ZTS. It says, so this Inc. is aggressively buying back shares at current prices. I would appreciate your insight. All right. Uh, this company has in fact been buying back shares in a pretty aggressive way recently. Uh, it is the world's largest animal health company. Typed in the wrong ticker there. Uh, yeah, world's largest animal health company. Uh, they have not been doing well in terms of their performance over the past 3 years from a pricing perspective. Uh, you are seeing Revenue falling year over year. You are seeing earnings per share remaining steady. Return on equity is growing. Margins are, are steady as well. It is a $31 billion market cap company with only about $9 billion in debt, so nothing too crazy there from a balance sheet perspective. But I mean, they reported earnings on August 6th and things weren't great. They missed on revenue. Um, they had organic revenue down 1% year over year. Their companion animal division, which is their largest division, uh, saw revenue down 11% year over year within the United States. Uh, they even revised their guidance downward. So I don't know, I mean, this thing's been trading sideways since the beginning of— let's see, it's been trading sideways since the beginning of May. But there's not a lot of like here, you know. You got a company that is, is— had poor performance, it's trading at the low end of its valuation, yes, but again, these are relative multiples. So if earnings reset, certainly it can head higher. Uh, that's how— that's what happens when you divide one number by another number. Uh, if the denominator goes down, the price is gonna follow. And so I'm not really in favor of, of buying a company that has just delivered its second consecutive guidance cut. Um, so for me, you know, uh, Zoetis, ticker ZTS, gonna have to pass. All right, why don't we fit in another voicemail question now?
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Speaker B — The Real Eisman Playbook · The AI Trade, Rising Rates, and Why the Market Is Still Standing | The Real Eisman Playbook Ep 73 · 2026-08-17