701
Casey's General Stores, Inc.
CASY · USA
Casey's General Stores In-Depth Value Investing Analysis 24. Mai 2026
Beobachten
42 /100
Eher schwach
66/100
10. Juni 2026
702
Church & Dwight Co., Inc.
CHD · USA
Church & Dwight Long-Term Value Investment Analysis 24. Mai 2026
Beobachten
42 /100
Eher schwach
87/100
11. Juni 2026
703
The Cigna Group
CI · USA
The Cigna Group Long-Term Value Investment Analysis 24. Mai 2026
Beobachten
42 /100
Eher schwach
51/100
11. Juni 2026
704
Cummins Inc.
CMI · USA
Cummins Long-Term Value Investment Analysis 24. Mai 2026
Beobachten
42 /100
Eher schwach
74/100
11. Juni 2026
705
American International Group, Inc.
AIG · USA
AIG: Property-Casualty Insurance and Capital Return Study 23. Mai 2026
Beobachten
42 /100
Eher schwach
—
11. Juni 2026
706
The Allstate Corporation
ALL · USA
Allstate: Personal P&C Insurance and Protection Services Study 23. Mai 2026
Beobachten
42 /100
Eher schwach
—
11. Juni 2026
707
Air Products and Chemicals, Inc.
APD · USA
Air Products: A Long-Term Value Study of Industrial Gases 23. Mai 2026
Beobachten
42 /100
Eher schwach
—
11. Juni 2026
708
Aptiv PLC
APTV · USA
Aptiv: The New Aptiv and Its Automotive Connection Systems 23. Mai 2026
Beobachten
42 /100
Eher schwach
—
11. Juni 2026
709
Take-Two Interactive Software, Inc.
TTWO · USA
Take-Two Interactive: A Long-Term Owner's Perspective 23. Mai 2026
Beobachten
42 /100
Eher schwach
—
11. Juni 2026
710
ASE Technology Holding Co., Ltd.
3711 · Taiwan
ASE Technology Holding: An In-Depth Value Investing Study 22. Mai 2026
Beobachten
—
42 /100
Eher schwach
57/100
11. Juni 2026
711
CSX Corporation
CSX · USA
CSX Corporation: A Deep-Dive Value Investing Study 22. Mai 2026
Beobachten
42 /100
Eher schwach
72/100
11. Juni 2026
712
Electronic Arts Inc.
EA · USA
Electronic Arts: A Value-Investing Deep Dive 22. Mai 2026
Beobachten
42 /100
Eher schwach
90/100
11. Juni 2026
713
Mondelez International, Inc.
MDLZ · USA
MDLZ: Investment Research Through a Long-Term Business Owner's Lens 22. Mai 2026
Beobachten
42 /100
Eher schwach
63/100
11. Juni 2026
714
Baker Hughes Company
BKR · USA
Baker Hughes In-Depth Value Investing Analysis 21. Mai 2026
Beobachten
42 /100
Eher schwach
40/100
10. Juni 2026
715
Comcast Corporation
CMCSA · USA
Comcast: A Deep Value-Investing Analysis 21. Mai 2026
Vorsichtiger Kauf
42 /100
Eher schwach
70/100
10. Juni 2026
716
Infosys Limited
INFY · USA
Infosys: In-Depth Value Investing Research 20. Mai 2026
Beobachten
42 /100
Eher schwach
93/100
10. Juni 2026
717
Talen Energy Corporation
TLN · USA
Talen Energy Corporation In-Depth Research Report 20. Mai 2026
Beobachten
42 /100
Eher schwach
—
10. Juni 2026
718
The Brink's Company
BCO · USA
Brink's: A 9.1% Owner-Earnings Yield and 14 Straight Quarters of AMS/DRS Growth Meet a $7.3 Billion Pro-Forma Net-Debt Bet on NCR Atleos 18. September 2026
Beobachten
41 /100
Eher schwach
57/100
18. September 2026
719
Valmont Industries, Inc.
VMI · USA
Valmont: A 33.9% Utility Surge and 0.93x Leverage Justify the Rerating, but $472.43 Still Underwrites the 2029 Margin Plan With No Conservative-Case Margin of Safety 18. September 2026
Halten
41 /100
Eher schwach
68/100
18. September 2026
720
Zhejiang Dahua Technology Co., Ltd.
002236 · Shenzhen
Dahua: 10% H1 Growth and a 43% Gross Margin Are Real, but CNY 15.72 Sits Above Conservative Value While FCC Component Rules and a CNY 8.568bn Inventory Build Leave No Margin of Safety 17. September 2026
Halten
41 /100
Eher schwach
70/100
17. September 2026
721
ITT Inc.
ITT · USA
ITT Inc.: SPX FLOW Adds 1.2x ITT's Pre-Deal Revenue and 15.25% More Shares, but 197.99 USD Sits 20% Above the 165 USD Conservative Value 16. September 2026
Halten
41 /100
Eher schwach
72/100
16. September 2026
722
Xiamen Faratronic Co., Ltd.
600563 · Shanghai
Xiamen Faratronic: 95% Film-Capacitor Purity, a 38.6%-to-32.1% Margin Reset, and CNY 123.01 Inside the Hold Band 13. September 2026
Halten
41 /100
Eher schwach
86/100
13. September 2026
723
Kering SA
KER · Paris
Kering SA: Flat H1 Recurring Operating Income of EUR 921m Was Bought With EUR 240m of Cost Cuts Against EUR 239m of Lost Gross Profit, and EUR 244.40 Sits Above the EUR 232 Conservative Value 9. September 2026
Beobachten
41 /100
Eher schwach
—
9. September 2026
724
HOCHTIEF Aktiengesellschaft
HOT · XETRA
HOCHTIEF: Data Centers Are 21% of Backlog and 32% of FY2025 Orders, and EUR 426 Prices the Boom Against a EUR 358 Base SOTP 7. September 2026
Beobachten
41 /100
Eher schwach
—
7. September 2026
725
Valmet Oyj
VALMT · HE
Valmet Oyj: Two Businesses, One Share Price, and a Separation Thesis Already Partly Priced 2. September 2026
Halten
41 /100
Eher schwach
70/100
2. September 2026
726
GoerTek Inc.
002241 · Shenzhen
GoerTek: Stand-Alone Q2 Grew 0.67%, FY2025's Profit Jump Was Largely an Accounting Gain, and CNY 23.51 Already Pays the Base Case 30. August 2026
Halten
41 /100
Eher schwach
45/100
30. August 2026
727
Shenzhen Transsion Holdings Co., Ltd.
688036 · Shanghai
Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value 27. August 2026
Halten
41 /100
Eher schwach
69/100
27. August 2026
728
Nextpower Inc.
NXT · USA
Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be Earned 25. August 2026
Halten
41 /100
Eher schwach
56/100
25. August 2026
729
Houlihan Lokey, Inc.
HLI · USA
Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is Dormant 19. August 2026
Halten
41 /100
Eher schwach
83/100
19. August 2026
730
Hundsun Technologies Inc.
600570 · Shanghai
Hundsun Technologies: 2026 H1 Revenue Fell 11.6% While Profit Rose 0.69%, Associates Supplied CNY106.3m of Q1 Investment Income, and CNY22.12 Leaves No Conservative Margin of Safety 16. August 2026
Halten
41 /100
Eher schwach
71/100
16. August 2026
731
Lockheed Martin Corporation
LMT · USA
Lockheed Martin: Backlog Rose 36.8 Billion Dollars in Six Months, Mostly on a Single THAAD Action, While 19.2 Times Guided Earnings Leaves No Margin of Safety 3. August 2026
Halten
41 /100
Eher schwach
76/100
3. August 2026
732
Fujikura Ltd.
5803 · TSE
Fujikura: A Real AI-Optics Profit Engine, but a Price That Leaves No Margin of Safety 25. Juli 2026
Beobachten
41 /100
Eher schwach
—
25. Juli 2026
733
Energy Fuels Inc.
UUUU · USA
Energy Fuels: A Genuine Uranium Ramp, Priced Ahead of an Unbuilt Rare-Earth Chain 16. Juli 2026
Halten
41 /100
Eher schwach
—
16. Juli 2026
734
Fluence Energy, Inc.
FLNC · USA
Fluence Energy: Real Storage Backlog, Not Yet Real Margins 10. Juli 2026
Halten
41 /100
Eher schwach
—
10. Juli 2026
735
Leonardo S.p.A.
LDO · MI
Leonardo: A Re-Rating With Real Earnings Behind It, Priced Like the Quality Gap to BAE and Thales Is Already Closed 8. Juli 2026
Halten
41 /100
Eher schwach
—
8. Juli 2026
736
Regal Rexnord Corporation
RRX · USA
Regal Rexnord: A Genuine Industrial Transformation, Already Priced Past Its Margin of Safety 6. Juli 2026
Halten
41 /100
Eher schwach
—
7. Juli 2026
737
Ouster, Inc.
OUST · USA
Ouster: A Much Better Lidar Company, Priced Like the Transition Is Already Won 4. Juli 2026
Beobachten
41 /100
Eher schwach
—
7. Juli 2026
738
Estun Automation Co., Ltd.
002747 · Shenzhen
Estun Automation: A Good Company at a Bad A-Share Price 1. Juli 2026
Beobachten
41 /100
Eher schwach
—
1. Juli 2026
739
Mitsubishi Electric Corporation
6503 · TSE
Mitsubishi Electric: A Conglomerate in Transition, Fully Priced 1. Juli 2026
Halten
41 /100
Eher schwach
—
1. Juli 2026
740
Chow Tai Fook Jewellery Group Limited
1929 · Hongkong
Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value 25. Juni 2026
Halten
41 /100
Eher schwach
68/100
25. Juni 2026
741
THK Co., Ltd.
6481 · TSE
THK: A Category-Defining Linear-Motion Franchise Re-Rated on Restructuring and a Still-Unbooked Robotics Option 24. Juni 2026
Halten
41 /100
Eher schwach
—
24. Juni 2026
742
JSR Corporation
4185 · TSE
JSR (4185.TSE): A Leading Semiconductor Materials Company in Delisting Restructuring 9. Juni 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
743
JSC National Atomic Company Kazatomprom
KAP · IL
Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report 9. Juni 2026
Beobachten
41 /100
Eher schwach
62/100
10. Juni 2026
744
Liuliumei Orchard Group Co., Ltd. (Liuliumei)
6658 · Hongkong
Liuliumei (06658.HK) Zen Horizon Report 8. Juni 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
745
Oceaneering International
OII · USA
Oceaneering International Zen Horizon Framework Deep Dive 7. Juni 2026
Beobachten
41 /100
Eher schwach
37/100
10. Juni 2026
746
AeroVironment, Inc.
AVAV · USA
AeroVironment (AVAV) Zen Horizon Research Report 5. Juni 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
747
VeriSilicon
688521 · Shanghai
VeriSilicon From a Long-Term Owner's Perspective 4. Juni 2026
Meiden
41 /100
Eher schwach
—
10. Juni 2026
748
Bruker Corporation
BRKR · USA
Bruker Zen Horizon Research: A Hidden Champion in Scientific Instruments, but Organic Growth Is Receding and Valuation Has Priced In the Recovery 4. Juni 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
749
Skyworks Solutions, Inc.
SWKS · USA
Skyworks Solutions Deep Value Investment Analysis 31. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
750
DaVita Inc.
DVA · USA
DaVita In-Depth Value Investing Research 30. Mai 2026
Beobachten
41 /100
Eher schwach
62/100
10. Juni 2026
751
Genuine Parts Company
GPC · USA
Genuine Parts: In-Depth Value Investing Research 30. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
752
Hasbro, Inc.
HAS · USA
Hasbro: A Deep Value Investing Study 30. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
753
Pinnacle West Capital Corporation
PNW · USA
Pinnacle West Capital Corporation Value Investment Research Report 30. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
754
DuPont de Nemours, Inc.
DD · USA
DuPont de Nemours: An Investment Analysis Through a Long-Term Business Owner's Lens 29. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
755
Quest Diagnostics Incorporated
DGX · USA
Quest Diagnostics: A Long-Term Business-Owner Investment Analysis 29. Mai 2026
Beobachten
41 /100
Eher schwach
74/100
10. Juni 2026
756
Lennar Corporation
LEN · USA
Lennar Corporation: A Deep Value Investing Analysis 29. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
757
Principal Financial Group, Inc.
PFG · USA
Principal Financial Group: A Long-Term Business Owner's Perspective 29. Mai 2026
Beobachten
41 /100
Eher schwach
67/100
10. Juni 2026
758
PPG Industries, Inc.
PPG · USA
PPG Industries: A Long-Term Owner-Perspective Investment Analysis 29. Mai 2026
Beobachten
41 /100
Eher schwach
83/100
10. Juni 2026
759
T. Rowe Price Group, Inc.
TROW · USA
T. Rowe Price Group: A Deep-Dive Value Investing Research Report 29. Mai 2026
Vorsichtiger Kauf
41 /100
Eher schwach
88/100
10. Juni 2026
760
Ulta Beauty, Inc.
ULTA · USA
Ulta Beauty: A Long-Term Value Investing Study 29. Mai 2026
Beobachten
41 /100
Eher schwach
73/100
10. Juni 2026
761
Global Payments, Inc.
GPN · USA
Global Payments: Valuation Rerating Study After the Transition to a Pure-Play Merchant Platform 28. Mai 2026
Vorsichtiger Kauf
41 /100
Eher schwach
—
10. Juni 2026
762
Kenvue Inc.
KVUE · USA
Kenvue Inc: In-Depth Value Investing Analysis 28. Mai 2026
Beobachten
41 /100
Eher schwach
55/100
10. Juni 2026
763
PPL Corporation
PPL · USA
PPL Corporation Deep-Value Research 28. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
764
Prudential Financial, Inc.
PRU · USA
Prudential Financial In-Depth Value Investing Analysis 28. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
765
D.R. Horton, Inc.
DHI · USA
D.R. Horton Deep-Dive Value Investing Research 27. Mai 2026
Beobachten
41 /100
Eher schwach
81/100
10. Juni 2026
766
Entergy Corporation
ETR · USA
Entergy: A Research Report Through a Long-Term Corporate Owner's Lens 27. Mai 2026
Beobachten
41 /100
Eher schwach
31/100
11. Juni 2026
767
The Hartford Financial Services Group, Inc.
HIG · USA
The Hartford Financial Services Group Deep Dive: A Quality Insurer, but the Margin of Safety Is Thin 27. Mai 2026
Vorsichtiger Kauf
41 /100
Eher schwach
—
10. Juni 2026
768
Live Nation Entertainment, Inc.
LYV · USA
Live Nation Entertainment: A Long-Term Business Owner's Perspective 27. Mai 2026
Beobachten
41 /100
Eher schwach
26/100
10. Juni 2026
769
Nucor Corporation
NUE · USA
Nucor Corporation Investment Research Report 27. Mai 2026
Beobachten
41 /100
Eher schwach
58/100
11. Juni 2026
770
Ventas, Inc.
VTR · USA
Ventas: A Value Investing Deep Dive 27. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
771
Lowe's Companies, Inc.
LOW · USA
Lowe's: A Long-Term Owner's Perspective 25. Mai 2026
Beobachten
41 /100
Eher schwach
80/100
10. Juni 2026
772
The Southern Company
SO · USA
The Southern Company: A Long-Term Owner's Perspective 25. Mai 2026
Beobachten
41 /100
Eher schwach
35/100
11. Juni 2026
773
Bank of America Corporation
BAC · USA
BAC: A Long-Term Owner Perspective Value Analysis 24. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
774
Citigroup Inc.
C · USA
Citigroup Deep Value Investment Analysis 24. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
775
Cardinal Health, Inc.
CAH · USA
Cardinal Health Deep Value Investment Analysis 24. Mai 2026
Beobachten
41 /100
Eher schwach
40/100
10. Juni 2026
776
Crown Castle Inc.
CCI · USA
Crown Castle: A Deep Value-Investing Analysis 24. Mai 2026
Beobachten
41 /100
Eher schwach
—
11. Juni 2026
777
CDW Corporation
CDW · USA
CDW Long-Term Value Investment Analysis 24. Mai 2026
Beobachten
41 /100
Eher schwach
75/100
11. Juni 2026
778
Albemarle Corporation
ALB · USA
Albemarle Corporation: A Value Investing Deep Dive 23. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
779
A. O. Smith Corporation
AOS · USA
A. O. Smith Water Heaters & Water Treatment Deep Dive 23. Mai 2026
Beobachten
41 /100
Eher schwach
91/100
11. Juni 2026
780
Avery Dennison Corporation
AVY · USA
Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive 23. Mai 2026
Beobachten
41 /100
Eher schwach
78/100
11. Juni 2026
781
Dongfang Electric Corporation Limited
600875 · Shanghai
Dongfang Electric: A Long-Term Business Owner's Perspective 21. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
782
Applied Digital Corporation
APLD · USA
Applied Digital Corporation: A Deep Value Investing Study 20. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
783
Cipher Digital Inc.
CIFR · USA
Cipher Digital: A Deep Value Investment Study 20. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
784
Hut 8 Corp.
HUT · USA
Hut 8 In-Depth Value Investing Research 20. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
785
Liberty Energy Inc.
LBRT · USA
Liberty Energy In-Depth Research Report 20. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
786
Tower Semiconductor Ltd.
TSEM · USA
Tower Semiconductor Deep Research Report 20. Mai 2026
Beobachten
41 /100
Eher schwach
—
10. Juni 2026
787
Takeda Pharmaceutical Company Limited
4502 · TSE
Takeda: Q1 Revenue Rose 10.2% in Yen but Core Revenue Fell 0.5% at CER, U.S. Entyvio Grew Just 0.7% in FY2025, and ¥5,968 Sits 29% Above the ¥4,625 Conservative DCF 24. September 2026
Halten
40 /100
Eher schwach
—
24. September 2026
788
LPL Financial Holdings Inc.
LPLA · USA
LPL Financial: 87% of Revenue Paid Back to Advisors, Only 16% of a $643.5bn Asset Increase Organic, and a Client-Cash Pool Worth a Quarter of Gross Profit 22. September 2026
Halten
40 /100
Eher schwach
74/100
22. September 2026
789
Qingdao Port International Co., Ltd.
601298 · Shanghai
Qingdao Port International: Container Revenue Up 57.7% on 7% More Boxes, CNY 9.3bn of Dry-Bulk Capital Earning CNY 161m, and 94% of Group Cash Parked at the Parent's Finance Company 21. September 2026
Halten
40 /100
Eher schwach
62/100
21. September 2026
790
XP Inc.
XP · USA
XP Inc.: A 22.5% ROAE and Excess Capital Meet a 1.20% Take Rate, and 2.11 Times Book Leaves No Margin of Safety 20. September 2026
Halten
40 /100
Eher schwach
77/100
20. September 2026
791
Sprouts Farmers Market, Inc.
SFM · USA
Sprouts Farmers Market: A 38.7% Gross Margin and USD 3.8m Boxes Against -1.0% Comps, With USD 73.46 at 13.7x Normalized 2026 Earnings 16. September 2026
Vorsichtiger Kauf
40 /100
Eher schwach
78/100
16. September 2026
792
TotalEnergies SE
TTE · Paris
TotalEnergies: USD 27.5bn of Owner Earnings, 33.4 GW of Power, and No Obvious Margin of Safety at EUR 77.61 2. September 2026
Halten
40 /100
Eher schwach
32/100
2. September 2026
793
Danone SA
BN · Paris
Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of Safety 20. August 2026
Halten
40 /100
Eher schwach
66/100
20. August 2026
794
Federated Hermes, Inc.
FHI · USA
Federated Hermes: A Durable Cash Franchise Priced for Today's Rates, Not the Next Zero 16. August 2026
Halten
40 /100
Eher schwach
96/100
16. August 2026
795
RTX Corporation
RTX · USA
RTX Corporation: A Record Backlog and a Documented GTF Recovery, Already Paid For by a 26% Re-Rating 7. August 2026
Halten
40 /100
Eher schwach
38/100
7. August 2026
796
Resonac Holdings Corporation
4004 · TSE
Resonac Holdings: 99.3% of Core Operating Profit Now Comes From Semiconductor Materials, but at ¥12,125 the Pre-Spin Package Offers No Discount to Conservative Value 31. Juli 2026
Halten
40 /100
Eher schwach
—
31. Juli 2026
797
Shanghai MicroPort MedBot (Group) Co., Ltd.
2252 · Hongkong
Shanghai MicroPort MedBot: Commercial Traction Is Real, but the Re-Rating Has Already Happened 25. Juli 2026
Halten
40 /100
Eher schwach
—
25. Juli 2026
798
Shanghai Junshi Biosciences Co., Ltd.
688180 · Shanghai
Shanghai Junshi Biosciences: A Real PD-1 Franchise, But the A-Shares Already Price an Unproven Profit Bridge 25. Juli 2026
Halten
40 /100
Eher schwach
—
25. Juli 2026
799
Flex Ltd.
FLEX · USA
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating 22. Juli 2026
Halten
40 /100
Eher schwach
60/100
22. Juli 2026
800
Nidec Corporation
6594 · TSE
Nidec Corporation: A Real Motor Franchise Wrapped in a Credibility Discount 19. Juli 2026
Beobachten
40 /100
Eher schwach
—
19. Juli 2026