Zoetis makes medicines for pets and farm animals, but a sharp slowdown in its US pet business recently rattles investors and raises questions about how durable demand really is. The story hinges on whether its long track record of steady pricing and buybacks can keep the business resilient—or whether debt, product concentration, and copycat drugs start to bite.Read more

A takeover offer for IJM has sparked a public fight over what the business is really worth, with one camp saying the bid is fair and others saying it badly undervalues the company. Dig into what drives IJM’s earnings and asset base across construction, property, tolls, and ports—and the one accounting area that could still change the story.Read more

Intel’s chip business looks like it has stopped getting worse, but the real question is whether its manufacturing arm can turn from a cash drain into a real profit engine. New leadership and growing outside interest hint at a path forward, while the story also explains what has to go right for that turnaround to actually matter.Read more

PayPal’s core checkout business faces tough competition and shrinking profit per transaction, but the market already seems to expect the worst. The upside comes if a new management push and tighter spending start to turn the story around, while the author argues there’s a way to limit how much you can lose if it doesn’t.Read more