401
The Timken Company
TKR · USA
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished 8. Juli 2026 Halten
38 /100
Eher schwach
65/100 8. Juli 2026
402
Coeur Mining, Inc.
CDE · USA
Coeur Mining: A Stronger Seven-Mine Platform, No Longer Cheap Enough to Ignore the Cycle 2. Juli 2026 Halten
38 /100
Eher schwach
21/100 2. Juli 2026
403
Hecla Mining Company
HL · USA
Hecla Mining: A Cleaner, Debt-Free Silver Major Still Priced Without a Margin of Safety 29. Juni 2026 Halten
38 /100
Eher schwach
21/100 29. Juni 2026
404
Carl Zeiss Meditec AG
AFX · XETRA
Carl Zeiss Meditec: A High-Grade Ophthalmology Franchise Forced to Relearn Its Operating Model in China 26. Juni 2026 Beobachten
38 /100
Eher schwach
— 26. Juni 2026
405
Barrick Mining Corporation
B · USA
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value 25. Juni 2026 Halten
38 /100
Eher schwach
41/100 25. Juni 2026
406
Inspur Electronic Information Industry Co., Ltd.
000977 · Shenzhen
Inspur Information Deep-Dive Research 14. Juni 2026 Halten
38 /100
Eher schwach
57/100 14. Juni 2026
407
Voyager Technologies, Inc.
VOYG · USA
Voyager Technologies Research from a Long-Term Owner's Perspective 4. Juni 2026 Beobachten
38 /100
Eher schwach
— 5. Juni 2026
408
Henry Schein, Inc.
HSIC · USA
Henry Schein Investment Research from a Long-Term Business Owner's Perspective 31. Mai 2026 Beobachten
38 /100
Eher schwach
— 7. Juni 2026
409
Alliant Energy Corporation
LNT · USA
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective 30. Mai 2026 Beobachten
38 /100
Eher schwach
53/100 10. Juni 2026
410
Nestlé S.A.
NESN · SW
Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of Safety 5. September 2026 Halten
37 /100
Eher schwach
80/100 5. September 2026
411
Mueller Industries, Inc.
MLI · USA
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value 31. August 2026 Halten
37 /100
Eher schwach
72/100 31. August 2026
412
Reliance, Inc.
RS · USA
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band 30. August 2026 Halten
37 /100
Eher schwach
65/100 30. August 2026
413
Encompass Health Corporation
EHC · USA
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety 25. August 2026 Halten
37 /100
Eher schwach
73/100 25. August 2026
414
Swisscom AG
SCMN · SW
Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 635 20. August 2026 Halten
37 /100
Eher schwach
78/100 20. August 2026
415
Pfizer Inc.
PFE · USA
Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 7. August 2026 Halten
37 /100
Eher schwach
— 7. August 2026
416
The Boeing Company
BA · USA
Boeing: Second-Quarter Free Cash Flow Turned Positive, but 45–50 Times Owner Earnings Already Prices the Recovery 3. August 2026 Halten
37 /100
Eher schwach
— 3. August 2026
417
Booz Allen Hamilton Holding Corporation
BAH · USA
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value 1. August 2026 Halten
37 /100
Eher schwach
76/100 1. August 2026
418
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghai
Changzhou Juhe: Real Moat, Unproven Second Curve 13. Juli 2026 Halten
37 /100
Eher schwach
42/100 13. Juli 2026
419
China XD Electric Co., Ltd.
601179 · Shanghai
China XD Electric: A Real UHV Upcycle, Priced Like It's Already Proven 11. Juli 2026 Halten
37 /100
Eher schwach
— 11. Juli 2026
420
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghai
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround 1. Juli 2026 Halten
37 /100
Eher schwach
— 1. Juli 2026
421
ICON plc
ICLR · USA
ICON plc In-Depth Research 12. Juni 2026 Halten
37 /100
Eher schwach
— 13. Juni 2026
422
Wolfspeed, Inc.
WOLF · USA
Wolfspeed Deep Dive: A vertically integrated silicon carbide pure play with scarce assets, but margins and per-share value are still underwater 12. Juni 2026 Beobachten
37 /100
Eher schwach
— 13. Juni 2026
423
Shanghai Biren Technology Co., Ltd.
6082 · Hongkong
Biren Technology Deep-Dive Research 11. Juni 2026 Beobachten
37 /100
Eher schwach
— 11. Juni 2026
424
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. 9. Juni 2026 Beobachten
37 /100
Eher schwach
— 9. Juni 2026
425
LongBio Pharma
1779 · Hongkong
LongBio Pharma-B Vertical and Horizontal Analysis 3. Juni 2026 Beobachten
37 /100
Eher schwach
— 5. Juni 2026
426
Hormel Foods Corporation
HRL · USA
Hormel Foods Deep Value Investment Research 31. Mai 2026 Beobachten
37 /100
Eher schwach
— 8. Juni 2026
427
Viper Energy, Inc.
VNOM · USA
Viper Energy Deep-Dive Research 31. Mai 2026 Halten
37 /100
Eher schwach
— 5. Juni 2026
428
Eni S.p.A.
ENI · MI
Eni: One-Third of Pro Forma EBIT Now Sits Outside the Consolidated Perimeter, and EUR 23 Already Pays for Both the Satellite Rerating and USD 104 Brent 7. September 2026 Halten
36 /100
Eher schwach
— 7. September 2026
429
Recursion Pharmaceuticals, Inc.
RXRX · USA
Recursion Pharmaceuticals: A Sub-$375m Cost Reset Buys Runway into Early 2028, but $3.63 Already Pays for About 66% of a $1.28bn Platform Option 5. September 2026 Beobachten
36 /100
Eher schwach
— 6. September 2026
430
Chow Tai Seng Jewellery Co., Ltd.
002867 · Shenzhen
Chow Tai Seng: FY2025 Revenue Fell 36.54% While Profit Rose 9.22%, But at CNY 12.93 the Shares Sit 33-49% Above the CNY 8.7-9.7 Conservative Value 11. August 2026 Halten
36 /100
Eher schwach
— 11. August 2026
431
Kinross Gold Corporation
KGC · USA
Kinross Gold: A Gold-Levered Cash Machine in Transition, but at 23.50 USD the Unresolved Cost Gap Leaves No Margin of Safety 30. Juli 2026 Halten
36 /100
Eher schwach
27/100 30. Juli 2026
432
Plug Power Inc.
PLUG · USA
Plug Power: A Real Turnaround With Zero Margin of Safety 24. Juli 2026 Beobachten
36 /100
Eher schwach
— 24. Juli 2026
433
CGN Power Co., Ltd.
003816 · Shenzhen
CGN Power: A Real Nuclear Moat, but No Margin of Safety Yet 23. Juli 2026 Halten
36 /100
Eher schwach
— 24. Juli 2026
434
Sanmina Corporation
SANM · USA
Sanmina Corporation 23. Juli 2026 Halten
36 /100
Eher schwach
54/100 23. Juli 2026
435
Trina Solar Co., Ltd.
688599 · Shanghai
Trina Solar: Surviving the Solar Glut While the Old Profit Engine Is Still Underwater 16. Juli 2026 Halten
36 /100
Eher schwach
— 16. Juli 2026
436
Aeva Technologies, Inc.
AEVA · USA
Aeva Technologies: A Genuine LiDAR Re-Rating, Priced As If 2028 Is Already Won 5. Juli 2026 Beobachten
36 /100
Eher schwach
— 5. Juli 2026
437
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof 29. Juni 2026 Halten
36 /100
Eher schwach
— 29. Juni 2026
438
Gold Fields Limited
GFI · USA
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk 25. Juni 2026 Vorsichtiger Kauf
36 /100
Eher schwach
39/100 25. Juni 2026
439
BlackSky Technology, Inc.
BKSY · USA
BlackSky Technology Research from a Long-Term Owner's Perspective 4. Juni 2026 Meiden
36 /100
Eher schwach
— 5. Juni 2026
440
Host Hotels & Resorts, Inc.
HST · USA
Host Hotels & Resorts Deep Value Investment Research 30. Mai 2026 Beobachten
36 /100
Eher schwach
26/100 10. Juni 2026
441
Stanley Black & Decker, Inc.
SWK · USA
Stanley Black & Decker Deep Value Investment Research 30. Mai 2026 Beobachten
36 /100
Eher schwach
— 7. Juni 2026
442
Aker BP ASA
AKRBP · OL
Aker BP ASA: The 2028 Cash Inflection Is Sanctioned and Tax-Shielded, but NOK 356 Leaves No Conservative Margin of Safety 4. September 2026 Halten
35 /100
Eher schwach
41/100 4. September 2026
443
Orkla ASA
ORK · OL
Orkla: Zero Organic Growth in the Controlled Portfolio, Jotun Operating Profit Up 21%, and a 21% NAV Discount at NOK 97.10 25. August 2026 Halten
35 /100
Eher schwach
75/100 25. August 2026
444
SCHOTT Pharma AG & Co. KGaA
1SXP · XETRA
SCHOTT Pharma: A GLP-1 Boom Priced by the Dose, Not the Drug, and a Capacity Bill That Has Yet to Prove Its Return 6. August 2026 Halten
35 /100
Eher schwach
67/100 6. August 2026
445
JL MAG Rare-Earth Co., Ltd.
300748 · Shenzhen
JL MAG Rare-Earth (300748) Zen Horizon Framework Deep Dive: A Global Rare-Earth Permanent Magnet Leader, With a V-Shaped Earnings Rebound Meeting a Rich Valuation and a Robotics Narrative 5. Juni 2026 Beobachten
35 /100
Eher schwach
— 5. Juni 2026
446
The J. M. Smucker Company
SJM · USA
J.M. Smucker Value Investing Deep Dive 31. Mai 2026 Beobachten
35 /100
Eher schwach
— 10. Juni 2026
447
Halliburton Company
HAL · USA
Halliburton: A Deep Dive on Long-Term Value 28. Mai 2026 Beobachten
35 /100
Eher schwach
31/100 10. Juni 2026
448
Consolidated Edison, Inc.
ED · USA
Consolidated Edison: A Long-Term Business Owner's View 27. Mai 2026 Beobachten
35 /100
Eher schwach
— 10. Juni 2026
449
51WORLD
6651 · Hongkong
51WORLD: A Deep Research Report 25. Mai 2026 Beobachten
35 /100
Eher schwach
— 11. Juni 2026
450
BXP, Inc.
BXP · USA
BXP: A Deep Value Investment Analysis 24. Mai 2026 Beobachten
35 /100
Eher schwach
— 10. Juni 2026
451
Amcor plc
AMCR · USA
Amcor: Packaging Platform and M&A Integration Study 23. Mai 2026 Beobachten
35 /100
Eher schwach
— 11. Juni 2026
452
Endeavour Mining plc
EDV · LSE
Endeavour Mining plc: Gold Did the Work While Ounces Fell 13%, and £47.23 Already Prices In a Risked Assafou 5. September 2026 Halten
34 /100
Schwach
20/100 5. September 2026
453
Generate Biomedicines, Inc.
GENB · USA
Generate Biomedicines: The Asset Is Real, the AI Premium Is Still on Trial 24. Juli 2026 Halten
34 /100
Schwach
— 24. Juli 2026
454
Henan Pinggao Electric Co., Ltd.
600312 · Shanghai
Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet Revenue 4. Juli 2026 Halten
34 /100
Schwach
58/100 4. Juli 2026
455
NuScale Power Corporation
SMR · USA
NuScale Power (SMR): Zen Horizon Research Report 8. Juni 2026 Meiden
34 /100
Schwach
— 10. Juni 2026
456
Paramount Skydance Corporation
PSKY · USA
Paramount Skydance Corporation: A Long-Term Value Investing Study 31. Mai 2026 Meiden
34 /100
Schwach
— 8. Juni 2026
457
Devon Energy Corporation
DVN · USA
Devon Energy Deep Value Investment Analysis 27. Mai 2026 Beobachten
34 /100
Schwach
20/100 11. Juni 2026
458
Occidental Petroleum Corporation
OXY · USA
Occidental Petroleum: A Deep Value Study 27. Mai 2026 Beobachten
34 /100
Schwach
— 11. Juni 2026
459
Best Buy Co., Inc.
BBY · USA
Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner 23. Mai 2026 Beobachten
34 /100
Schwach
80/100 11. Juni 2026
460
Kilroy Realty Corporation
KRC · USA
Kilroy Realty Corporation: A Value Investing Deep Dive 20. Mai 2026 Beobachten
34 /100
Schwach
— 10. Juni 2026
461
WhiteFiber, Inc.
WYFI · USA
WhiteFiber: A Deep Value Investing Study 20. Mai 2026 Beobachten
34 /100
Schwach
— 10. Juni 2026
462
Lao Feng Xiang Co., Ltd.
600612 · Shanghai
Lao Feng Xiang: 499 Franchise Closures and a 10.6% Jewellery Gross Margin, While the Shares at CNY 34.87 Sit 9% Above the CNY 31.9 Conservative Value 9. August 2026 Halten
33 /100
Schwach
83/100 9. August 2026
463
Endeavour Silver Corp.
EXK · USA
Endeavour Silver: The Three-Mine Platform Is Real, But Silver's Rally Is Doing Much of the Work 5. Juli 2026 Halten
33 /100
Schwach
— 6. Juli 2026
464
Redwire Corporation
RDW · USA
Redwire: A Long-Term Owner's View — Good Runway, an Unproven Good Company 4. Juni 2026 Beobachten
33 /100
Schwach
— 5. Juni 2026
465
Toray Industries, Inc.
3402 · TSE
Toray Industries: A Long-Term Owner's Study 3. Juni 2026 Beobachten
33 /100
Schwach
— 5. Juni 2026
466
The Campbell's Company
CPB · USA
The Campbell's Company: A Value-Investing Deep Dive 31. Mai 2026 Beobachten
33 /100
Schwach
74/100 10. Juni 2026
467
Dow Inc.
DOW · USA
Dow Inc. — A Long-Term Business Owner's Research Report 29. Mai 2026 Beobachten
33 /100
Schwach
— 10. Juni 2026
468
HP Inc.
HPQ · USA
HP Inc.: A Value-Investing Deep Dive 29. Mai 2026 Beobachten
33 /100
Schwach
81/100 10. Juni 2026
469
Southwest Airlines Co.
LUV · USA
Southwest Airlines Co.: A Value-Investing Deep Dive 29. Mai 2026 Beobachten
33 /100
Schwach
21/100 8. Juni 2026
470
Bitdeer Technologies Group
BTDR · USA
Bitdeer Technologies: A Deep-Value Investment Study 20. Mai 2026 Beobachten
33 /100
Schwach
— 10. Juni 2026
471
Viatris Inc.
VTRS · USA
Viatris In-Depth Investment Research Report 30. Mai 2026 Beobachten
32 /100
Schwach
— 8. Juni 2026
472
Relay Therapeutics, Inc.
RLAY · USA
Relay Therapeutics: USD 3.22bn of Pipeline Value Above Cash Rests on a Phase 3 Run Against Approved Capivasertib Rather Than Placebo 12. September 2026 Beobachten
31 /100
Schwach
— 12. September 2026
473
Nikon Corporation
7731 · TSE
Nikon Corporation: Impairment Was 88.2% of the JPY 112.448 Billion Fiscal 2026 Operating Loss, the Impairment-Excluded Loss Was Still JPY 13.307 Billion, and JPY 1,740 Sits Above the JPY 1,375-1,500 Conservative Value 10. September 2026 Halten
31 /100
Schwach
— 10. September 2026
474
Zangge Mining Company Limited
000408 · Shenzhen
Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for It 4. September 2026 Halten
31 /100
Schwach
66/100 5. September 2026
475
Science Applications International Corporation
SAIC · USA
SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative Value 26. August 2026 Halten
31 /100
Schwach
70/100 26. August 2026
476
Shell plc
SHEL · LSE
Shell plc: $22.4 Billion Returned on 52% of Cash Flow, an Eight-Year Reserve Life, and No Margin of Safety at £34.10 24. August 2026 Halten
31 /100
Schwach
27/100 24. August 2026
477
Shaanxi Coal Industry Company Limited
601225 · Shanghai
Shaanxi Coal Industry: A Low-Cost Mine Base, 9.32 GW of Unfinished Power, and a 2026 Recovery Already in the Price 20. August 2026 Halten
31 /100
Schwach
70/100 20. August 2026
478
Diageo plc
DGE · LSE
Diageo: Cyclical Trough and Structural Erosion Are Both Real, and at 16.435 Pounds the Discount Is Not Yet Wide Enough 31. Juli 2026 Halten
31 /100
Schwach
84/100 31. Juli 2026
479
XJ Electric Co., Ltd.
000400 · Shenzhen
XJ Electric: A High-Margin HVDC Niche, But No Margin of Safety at Today's Price 11. Juli 2026 Halten
31 /100
Schwach
— 11. Juli 2026
480
X-Energy, Inc.
XE · USA
X-Energy: Real Nuclear-Licensing Progress, Priced Like a Decade of Milestones Is Already Won 7. Juli 2026 Beobachten
31 /100
Schwach
— 7. Juli 2026
481
Fresnillo plc
FRES · LSE
Fresnillo: A Genuine Re-Rating, But the Price Already Assumes the Hard Part Is Done 4. Juli 2026 Halten
31 /100
Schwach
50/100 4. Juli 2026
482
SSR Mining Inc.
SSRM · USA
SSR Mining: Cash-Rich After the Çöpler Exit, With the Real Test Still Ahead 3. Juli 2026 Halten
31 /100
Schwach
— 3. Juli 2026
483
Babcock & Wilcox Enterprises, Inc.
BW · USA
Babcock & Wilcox Enterprises: A Value Investing Deep Dive 20. Mai 2026 Meiden
31 /100
Schwach
— 10. Juni 2026
484
HIVE Digital Technologies Ltd.
HIVE · USA
HIVE Digital Technologies: In-Depth Research 20. Mai 2026 Beobachten
31 /100
Schwach
— 10. Juni 2026
485
Qorvo, Inc.
QRVO · USA
Qorvo: A Long-Term Owner's Perspective 3. Juni 2026 Beobachten
28 /100
Schwach
40/100 5. Juni 2026
486
CleanSpark, Inc.
CLSK · USA
CleanSpark Deep-Dive Value Research 20. Mai 2026 Beobachten
28 /100
Schwach
— 10. Juni 2026
487
J Sainsbury plc
SBRY · LSE
J Sainsbury plc: The Value of the Post-Argos Food Retailer 8. September 2026 Halten
27 /100
Schwach
— 8. September 2026
488
Tsingtao Brewery Company Limited
600600 · Shanghai
Tsingtao Brewery: H1 Volume Fell 4.9% While Profit Held Flat on Cost Savings, and CNY51.49 Is 12% Above Conservative Value 5. September 2026 Halten
27 /100
Schwach
70/100 5. September 2026
489
BP p.l.c.
BP · LSE
BP p.l.c.: $22.3bn of Headline Net Debt Sits Inside a $55bn Obligation Stack, and £5.397 Leaves No Conservative Margin of Safety 4. September 2026 Halten
27 /100
Schwach
— 5. September 2026
490
Canaan Inc.
CAN · USA
Canaan Inc. — Zen Horizon Framework Deep Dive 8. Juni 2026 Meiden
26 /100
Schwach
— 7. Juni 2026
491
STMicroelectronics N.V.
STM · USA
STMicroelectronics: A Long-Term Owner's Perspective 3. Juni 2026 Beobachten
26 /100
Schwach
— 6. Juni 2026
492
Syensqo SA/NV
SYENS · BR
Syensqo: A Long-Term Owner's View 3. Juni 2026 Beobachten
26 /100
Schwach
— 6. Juni 2026
493
Velo3D, Inc.
VELO · USA
Velo3D: A Long-Term Owner's Perspective 3. Juni 2026 Meiden
23 /100
Schwach
— 5. Juni 2026