Tyler Stone 
“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?
jnpnhappy to see that lark (python peg parser) is still active
razzlom is always sad
Abhinav 🌏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)}
```
The BarnMargin 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)
👇 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
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)
David Somers