Lmst

“You see it all in 3-D.”

How in God’s green earth does he squeeze “in 3-D” onto the end of that line?

#Peg #SteelyDan

happy to see that lark (python peg parser) is still active

https://github.com/lark-parser/lark/releases

#dsl #peg #parsing

PEG Pattern: optional a
Tries to parse a. Succeeds if a succeeds.
"a?"
(? a)

Succeeds if a succeeds.

Oh, man. I love this. :blobfoxlul:

#guix #peg

This time I'm solving #AdventOfCode in #Janet (I'll write about my solutions in my blog in batches) and I'm really pleased by the built-in #PEG parsers. This is how the grammar looks for day 2:

```janet
{:main (sequence :ranges -1)
:ranges (some :range)
:range (group (sequence (number :num) "-" (number :num) (opt ",")))
:num (some :d)}
```

#programming #parsing

Margin of Safety, Missing in Action❌

With high PEG-ratios across the board, the margin of safety stays in negative territory.

This doesn’t mean the sector is broken, only that price and growth are out of sync on a historical basis.

#PEG is one signal and it points to *caution*!

(3/5)

Company Insights 🛠️

Here’s the snapshot:
🟢 #Eiffage, #Vinci, #BalfourBeatty, #Strabag → positive earnings growth and reasonable P/E ratios.
⚠️ #NCC (pure-play) → solid industry, but above implied fair value.
⚠️ #Acciona → renewables exposure + valuation pressure = overvalued on #PEG.

(2/5)

What’s Next? 🔗

Pharma didn’t shine on #PEG + most look expensive for their growth.

Next up → #ROIC: the real test of efficiency and capital discipline.

Full breakdown + graphs → https://thebarnblog.substack.com/p/finding-undervalued-companies-using

Follow #TheBarnBlog for smarter screening, one metric at a time 👊

(5/5)

#notinvestmentadvice #FindItFinancials

👇 Conclusion:

☑️ In fashion, patterns matter, in profits too.
☑️ Single data points mislead; consistency tells the story.

Next up → #PEG and is luxury overvalued???

Full breakdown ➕ graphs ➡️ https://thebarnblog.substack.com/p/using-ebit-margin-trend-for-analysis

#notinvestmentadvice #TheBarnBlog

Conclusion 👇

☑️ Construction margins are earned, not given.
☑️ Every basis point tells a story of execution and risk.

Next up: how do these players rank on #PEG ?

Full breakdown ➕ graphs ➡️ https://thebarnblog.substack.com/p/using-ebit-margin-trend-for-analysis

(5/5)

#notinvestmentadvice #TheBarnBlog

I am down the rabbit hole of melding #golang and #cuelang with a dash of #peg and a twist of #TextMate tmLanguage.json (but using RE2 not Oniguruma for reasons)

Cross-metric view:

When you layer #revenuegrowth with margin trends, clarity emerges:

🏃‍♂️‍➡️ Novo Nordisk and AstraZeneca lead the pack.
📈 Sanofi and Ipsen show growth, but at the cost of profitability.

Next steps ➡️ testing if #ROIC and #PEG can explain (or redeem) those gaps.

(4/5)