Updated PEG ratio comp sheet:
Notes: 1. PEG = P/E divided by earnings growth. I borrow it from Peter Lynch. 2. I tweak the PEG framework by using 2 years of annualized profit growth instead of just 1 3. The right-most column is the PEG variation, with higher values meaning (all else equal) more expensive. This, the comp sheet for the mature growth cohort, CES keynote reviews, $CRWD M&A, the Venezuela $MELI impact & a lot more sent this morning in news of the week. Link in bio. Happy weekend!
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