Category Archives: $PEP

@_SebMeyer – FV Coke vs Pepsi…..

$KO and $PEP trade at exactly the same 5Y implied growth rates of 16%,You could therefore argue that $KO is expensive, as $PEP is more diversified than $KO – but $KO has had some recent upgrades – they need new products – last product was Coke zero 3 years ago.

As for Shorting? I would ‘nt short any name in the US at the moment!
buy Deutsche Bank FV=53 instead