Why do I like it? what are it's shortcomings? How do I use it?
This is great. Thanks Tristan. Is including buybacks beyond the scope of the process?
I use per share growth so it is implicit that buybacks are included
Great, thanks for the quick response.
Hello, i just wanted to ask how you calclate P/E with debt and also why to multiple the PEGY with 0.5
P.S Very nice article thanks for sharing.
P/E with debt I’m just using EV instead of market cap as the numerator.
0.5x is just a hurdle for me, the lower the ratio the more cheap it implies, and the higher being more expensive
This is great. Thanks Tristan. Is including buybacks beyond the scope of the process?
I use per share growth so it is implicit that buybacks are included
Great, thanks for the quick response.
Hello, i just wanted to ask how you calclate P/E with debt and also why to multiple the PEGY with 0.5
P.S Very nice article thanks for sharing.
P/E with debt I’m just using EV instead of market cap as the numerator.
0.5x is just a hurdle for me, the lower the ratio the more cheap it implies, and the higher being more expensive