Two companies I believe the market may be underestimating right now: Xiaomi and Zoetis.
$1810 (-2,55%) continues to impress me with its expansion beyond smartphones.
The ecosystem strategy, EV ambitions and global growth potential make it a very interesting long-term play.
$ZTS (-0,91%) is different.
A dominant business in animal health with strong margins, recurring demand and a sector that keeps growing steadily over time.
Both stocks have been under pressure.
Both still look fundamentally strong to me.
Sometimes the best opportunities appear when quality companies temporarily lose market momentum.
Which one would you choose today?
