The way stock picks are screened isn't normally how I work (ranking by PEG and "revenue thesis purity"), but the supply chain analysis itself is definitely worth a read through.
Edit: I definitely wouldn't select stocks based on the PEG ranking. For example, US/Canadian based solar producers are beaten down for structural reasons. Value traps are everywhere.
Some very interesting data in here.
The way stock picks are screened isn't normally how I work (ranking by PEG and "revenue thesis purity"), but the supply chain analysis itself is definitely worth a read through.
Edit: I definitely wouldn't select stocks based on the PEG ranking. For example, US/Canadian based solar producers are beaten down for structural reasons. Value traps are everywhere.