1
N
NVIDIA Corporation
NVDA · US
NVIDIA Investment Memo May 22, 2026
Watch
66 /100
Strong
Jun 9, 2026
2
P
Palantir Technologies Inc.
PLTR · US
Palantir Through a Long-Term Owner's Lens May 18, 2026
Watch
61 /100
Medium
Jun 11, 2026
3
T
Atlassian Corporation
TEAM · US
Atlassian In-Depth Research: A Jira-Centered Collaboration and Development Software Platform Jun 12, 2026
Hold
59 /100
Medium
Jun 12, 2026
4
3
Contemporary Amperex Technology Co., Limited (CATL)
300750 · Shenzhen
CATL: A Zen Horizon Framework Deep Dive Jun 4, 2026
Cautious Buy
59 /100
Medium
Jun 9, 2026
5
M
Meta Platforms, Inc.
META · US
Meta Platforms: A Deep Value Investment Study May 19, 2026
Watch
58 /100
Medium
Jun 11, 2026
6
A
Broadcom Inc.
AVGO · US
Broadcom: A Deep-Dive Research Report Jun 3, 2026
Avoid
57 /100
Medium
Jun 9, 2026
7
A
Amazon.com, Inc.
AMZN · US
Amazon: A Long-Term Owner's Perspective May 19, 2026
Watch
57 /100
Medium
Jun 11, 2026
8
0
Tencent Holdings Limited
0700 · HK
Tencent Holdings: A Deep Research Study May 28, 2026
Cautious Buy
56 /100
Medium
Jun 10, 2026
9
A
Arista Networks, Inc.
ANET · US
Arista Networks: A Long-Term Study of the Data Center Switching Leader May 23, 2026
Watch
56 /100
Medium
Jun 11, 2026
10
S
Shopify Inc.
SHOP · US
Shopify: A Commerce Infrastructure Platform May 23, 2026
Watch
56 /100
Medium
Jun 11, 2026
11
2
Taiwan Semiconductor Manufacturing Company Limited
2330 · Taiwan
TSMC: A Deep-Dive Value Investing Study May 22, 2026
Watch
56 /100
Medium
Jun 10, 2026
12
M
MercadoLibre, Inc.
MELI · US
MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business Owner May 22, 2026
Watch
56 /100
Medium
Jun 11, 2026
13
3
Zhongji Innolight Co., Ltd.
300308 · Shenzhen
Innolight (Zhongji Innolight): A Deep Value Investment Study May 21, 2026
Watch
56 /100
Medium
Jun 10, 2026
14
A
argenx SE
ARGX · US
argenx (ARGX.US / ARGX.BR): A Zen Horizon Report Jun 9, 2026
Watch
55 /100
Medium
Jun 10, 2026
15
S
Sea Limited
SE · US
Sea Limited (SE.US) Zen Horizon Report Jun 9, 2026
Watch
55 /100
Medium
Jun 10, 2026
16
A
Astera Labs, Inc.
ALAB · US
Astera Labs (ALAB): A Zen Horizon Report Jun 5, 2026
Watch
55 /100
Medium
Jun 10, 2026
17
L
Eli Lilly and Company
LLY · US
Eli Lilly Deep Value Research: A Great Company at Too High a Price May 25, 2026
Watch
55 /100
Medium
Jun 10, 2026
18
F
Fortinet, Inc.
FTNT · US
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens May 22, 2026
Watch
55 /100
Medium
Jun 11, 2026
19
G
Alphabet Inc.
GOOG · US
Alphabet Inc.: A Long-Term Business Owner's Study May 22, 2026
Watch
55 /100
Medium
Jun 11, 2026
20
A
Arm Holdings plc
ARM · US
Arm Holdings: A Deep-Dive Value Analysis May 21, 2026
Watch
55 /100
Medium
Jun 10, 2026
21
O
Oracle Corporation
ORCL · US
Oracle Corporation: A Long-Term Business Owner's Perspective May 20, 2026
Watch
55 /100
Medium
Jun 10, 2026
22
M
Microsoft Corporation
MSFT · US
Microsoft: A Deep Value Investment Study May 19, 2026
Watch
55 /100
Medium
Jun 11, 2026
23
V
Veeva Systems Inc.
VEEV · US
Veeva Systems: A Deep Value Investing Study May 28, 2026
Watch
54 /100
Medium
Jun 10, 2026
24
S
SpaceX (post-xAI merger entity)
SPCX · US
SpaceX: A Deep-Dive Research Report May 24, 2026
Watch
54 /100
Medium
Jun 11, 2026
25
C
CrowdStrike Holdings, Inc.
CRWD · US
CrowdStrike: A Deep Value Investing Analysis May 21, 2026
Watch
54 /100
Medium
Jun 10, 2026
26
H
HEICO Corporation
HEI · US
HEICO Corporation: In-Depth Research Jun 15, 2026
Hold
53 /100
Medium
Jun 15, 2026
27
B
Baidu, Inc. (百度集团股份有限公司)
BIDU · US
Baidu: A Deep Research Study Jun 12, 2026
Watch
53 /100
Medium
Jun 12, 2026
28
C
Credo Technology Group Holding Ltd
CRDO · US
Credo (CRDO) Zen Horizon Report Jun 5, 2026
Watch
53 /100
Medium
Jun 10, 2026
29
A
Apollo Global Management, Inc.
APO · US
Apollo Global Management: A Study of a Compounding Alternative-Asset Platform May 23, 2026
Watch
53 /100
Medium
Jun 11, 2026
30
Z
Zscaler, Inc.
ZS · US
Zscaler: A Long-Term Owner's Perspective May 23, 2026
Watch
53 /100
Medium
Jun 11, 2026
31
A
Advanced Micro Devices, Inc.
AMD · US
AMD: A Deep Dive Through the Lens of a Long-Term Business Owner May 20, 2026
Watch
53 /100
Medium
Jun 10, 2026
32
A
ASML Holding N.V.
ASML · US
ASML Holding NV: A Long-Term Business Owner's Perspective May 20, 2026
Watch
53 /100
Medium
Jun 10, 2026
33
K
Kaspi.kz JSC
KSPI · US
Kaspi.kz: A Deep-Value Investment Study May 18, 2026
Watch
53 /100
Medium
Jun 11, 2026
34
R
Reddit, Inc.
RDDT · US
Reddit Deep Dive Jun 15, 2026
Hold
52 /100
Medium
Jun 15, 2026
35
1
Meitu, Inc.
1357 · HK
Meitu: The Delivery Test After Imaging Subscriptions Hit Their Stride Jun 14, 2026
Hold
52 /100
Medium
Jun 15, 2026
36
6
Anji Microelectronics Technology (Shanghai) Co., Ltd.
688019 · Shanghai
Anji Technology: CMP Materials Import Substitution and the Second Curve Jun 14, 2026
Hold
52 /100
Medium
Jun 15, 2026
37
2
WuXi Biologics (Cayman) Inc.
2269 · HK
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount Jun 12, 2026
Hold
52 /100
Medium
Jun 12, 2026
38
6
DISCO Corporation
6146 · TSE
Disco: A Long-Term Business Owner's View Jun 9, 2026
Watch
52 /100
Medium
Jun 9, 2026
39
8
Tokyo Electron
8035 · TSE
Tokyo Electron Deep Dive Jun 3, 2026
Hold
52 /100
Medium
Jun 10, 2026
40
C
Corpay, Inc.
CPAY · US
Corpay: A Value Investing Deep Dive May 29, 2026
Watch
52 /100
Medium
Jun 10, 2026
41
K
KKR & Co. Inc.
KKR · US
KKR: A Value-Investing Deep Dive May 26, 2026
Watch
52 /100
Medium
Jun 11, 2026
42
I
Interactive Brokers Group, Inc.
IBKR · US
Interactive Brokers: A Long-Term Owner's View May 25, 2026
Watch
52 /100
Medium
Jun 10, 2026
43
B
Blackstone Inc.
BX · US
Blackstone: A Deep Value Investment Analysis May 24, 2026
Watch
52 /100
Medium
Jun 10, 2026
44
T
Tesla, Inc.
TSLA · US
Tesla Through the Zen Horizon Framework: A High-Beta Transition Story of Hardware Cash Flow Plus an AI/Robotics Option May 24, 2026
Cautious Neutral
52 /100
Medium
Jun 10, 2026
45
A
Ares Management Corporation
ARES · US
Ares Management: A Deep Dive into the Alternative Asset Management Platform May 23, 2026
Watch
52 /100
Medium
Jun 11, 2026
46
S
Synopsys, Inc.
SNPS · US
Synopsys: A Long-Term Owner's Perspective May 23, 2026
Watch
52 /100
Medium
Jun 11, 2026
47
W
Workday, Inc.
WDAY · US
Workday: A Long-Term Owner's Perspective May 23, 2026
Watch
52 /100
Medium
Jun 11, 2026
48
D
Datadog, Inc.
DDOG · US
Datadog: A Value Investing Deep Dive May 22, 2026
Watch
52 /100
Medium
Jun 11, 2026
49
I
Intuitive Surgical, Inc.
ISRG · US
Intuitive Surgical: A Long-Term Business Owner's Research Report May 22, 2026
Watch
52 /100
Medium
Jun 11, 2026
50
K
KLA Corporation
KLAC · US
KLA Corporation: A Deep Value Investment Analysis May 22, 2026
Watch
52 /100
Medium
Jun 11, 2026
51
A
Autodesk, Inc.
ADSK · US
Autodesk: A Deep Value Investment Analysis May 21, 2026
Watch
52 /100
Medium
Jun 10, 2026
52
A
Axon Enterprise, Inc.
AXON · US
Axon Enterprise: A Deep Value Investing Analysis May 21, 2026
Watch
52 /100
Medium
Jun 10, 2026
53
9
Pop Mart International Group
9992 · HK
Pop Mart: A Deep Long-Term Value Study May 19, 2026
Watch
52 /100
Medium
Jun 11, 2026
54
N
Novo Nordisk A/S
NVO · US
Novo Nordisk: A Long-Term Owner's Perspective May 17, 2026
Watch
52 /100
Medium
Jun 11, 2026
55
A
AstraZeneca PLC
AZN · US
AstraZeneca: A Deep Dive Jun 15, 2026
Hold
51 /100
Medium
Jun 15, 2026
56
1
Kuaishou Technology
1024 · HK
Kuaishou Technology: A Deep Dive Jun 14, 2026
Cautious Buy
51 /100
Medium
Jun 14, 2026
57
6
Hitachi, Ltd.
6501 · TSE
Hitachi: A Deep Dive Jun 14, 2026
Hold
51 /100
Medium
Jun 14, 2026
58
2
RoboSense Technology Co., Ltd.
2498 · HK
RoboSense Deep Dive: A LiDAR Supplier Powered by the Twin Engines of Automotive and Robotics Jun 12, 2026
Watch
51 /100
Medium
Jun 12, 2026
59
6
KEYENCE Corporation
6861 · TSE
KEYENCE: In-Depth Research Jun 12, 2026
Hold
51 /100
Medium
Jun 13, 2026
60
E
Eurofins Scientific SE
ERF · Paris
Eurofins Scientific (Eurofins Scientific SE, ERF.PA) — Zen Horizon Report Jun 8, 2026
Watch
51 /100
Medium
Jun 10, 2026
61
S
Safran SA
SAF · Paris
Safran SA (SAF.PA) — Zen Horizon Report Jun 8, 2026
Watch
51 /100
Medium
Jun 10, 2026
62
S
Snowflake Inc.
SNOW · US
Snowflake (SNOW.US) Zen Horizon Report Jun 8, 2026
Watch
51 /100
Medium
Jun 10, 2026
63
L
Luckin Coffee, Inc.
LKNCY · US
Luckin Coffee Zen Horizon Analysis: China's Coffee Leader in the Middle of a Valuation Reset Jun 4, 2026
Hold
51 /100
Medium
Jun 10, 2026
64
P
Insulet Corporation
PODD · US
Insulet Corporation: A Long-Term Owner's Perspective May 31, 2026
Watch
51 /100
Medium
Jun 10, 2026
65
R
ResMed Inc.
RMD · US
ResMed: A Long-Term Owner's Perspective May 28, 2026
Watch
51 /100
Medium
Jun 10, 2026
66
T
Texas Pacific Land Corporation
TPL · US
Texas Pacific Land: A Deep Value Investment Study May 28, 2026
Watch
51 /100
Medium
Jun 10, 2026
67
N
ServiceNow, Inc.
NOW · US
ServiceNow: A Value Investing Study May 25, 2026
Watch
51 /100
Medium
Jun 11, 2026
68
S
S&P Global Inc.
SPGI · US
S&P Global: A Long-Term Owner's View May 25, 2026
Watch
51 /100
Medium
Jun 11, 2026
69
N
Netflix, Inc.
NFLX · US
Netflix: A Long-Term Business Owner's Perspective May 22, 2026
Watch
51 /100
Medium
Jun 10, 2026
70
C
Cadence Design Systems, Inc.
CDNS · US
Cadence Design Systems: A Deep Value Investing Analysis May 21, 2026
Watch
51 /100
Medium
Jun 10, 2026
71
M
Marvell Technology, Inc.
MRVL · US
Marvell Technology: A Deep Long-Term Value Study May 19, 2026
Watch
51 /100
Medium
Jun 11, 2026
72
D
Duolingo, Inc.
DUOL · US
Duolingo: A Long-Term Owner's Perspective May 18, 2026
Watch
51 /100
Medium
Jun 11, 2026
73
N
Cloudflare, Inc.
NET · US
Cloudflare: A Long-Term Owner's Perspective May 17, 2026
Watch
51 /100
Medium
Jun 11, 2026
74
0
NAURA Technology Group
002371 · Shenzhen
NAURA Technology Group SUN-R Investment Analysis Jun 16, 2026
Watch
50 /100
Medium
Jun 16, 2026
75
O
Okta, Inc.
OKTA · US
Okta: Identity Infrastructure in Transition Jun 17, 2026
Hold
47 /100
Weak
Jun 17, 2026
76
E
Eversource Energy
ES · US
Eversource Energy: A Long-Term Business Owner's Deep Dive May 28, 2026
Watch
35 /100
Weak
Jun 10, 2026
77
H
Halliburton Company
HAL · US
Halliburton: A Deep Dive on Long-Term Value May 28, 2026
Watch
35 /100
Weak
Jun 10, 2026
78
E
Consolidated Edison, Inc.
ED · US
Consolidated Edison: A Long-Term Business Owner's View May 27, 2026
Watch
35 /100
Weak
Jun 10, 2026
79
G
General Motors Company
GM · US
General Motors: A Deep Value Investment Analysis May 26, 2026
Watch
35 /100
Weak
Jun 11, 2026
80
M
Marathon Petroleum Corporation
MPC · US
Marathon Petroleum: A Deep-Value Investment Study May 26, 2026
Watch
35 /100
Weak
Jun 11, 2026
81
6
51WORLD
6651 · HK
51WORLD: A Deep Research Report May 25, 2026
Watch
35 /100
Weak
Jun 11, 2026
82
N
Newmont Corporation
NEM · US
Newmont Through a Long-Term Owner's Lens May 25, 2026
Watch
35 /100
Weak
Jun 10, 2026
83
B
BXP, Inc.
BXP · US
BXP: A Deep Value Investment Analysis May 24, 2026
Watch
35 /100
Weak
Jun 10, 2026
84
A
Amcor plc
AMCR · US
Amcor: Packaging Platform and M&A Integration Study May 23, 2026
Watch
35 /100
Weak
Jun 11, 2026
85
K
The Kraft Heinz Company
KHC · US
Kraft Heinz: A Value Investing Deep Dive May 22, 2026
Cautious Buy
35 /100
Weak
Jun 11, 2026
86
2
Kioxia Holdings Corporation
285A · TSE
Kioxia Holdings: A Deep Dive Jun 14, 2026
Avoid
34 /100
Poor
Jun 14, 2026
87
S
NuScale Power Corporation
SMR · US
NuScale Power (SMR): Zen Horizon Research Report Jun 8, 2026
Avoid
34 /100
Poor
Jun 10, 2026
88
K
Kyivstar Group Ltd.
KYIV · US
Kyivstar Group: A Long-Term Owner's View Jun 3, 2026
Watch
34 /100
Poor
Jun 5, 2026
89
M
MGM Resorts International
MGM · US
MGM Resorts International: A Deep Value Investment Study May 31, 2026
Watch
34 /100
Poor
Jun 8, 2026
90
P
Paramount Skydance Corporation
PSKY · US
Paramount Skydance Corporation: A Long-Term Value Investing Study May 31, 2026
Avoid
34 /100
Poor
Jun 8, 2026
91
D
Devon Energy Corporation
DVN · US
Devon Energy Deep Value Investment Analysis May 27, 2026
Watch
34 /100
Poor
Jun 11, 2026
92
O
Occidental Petroleum Corporation
OXY · US
Occidental Petroleum: A Deep Value Study May 27, 2026
Watch
34 /100
Poor
Jun 11, 2026
93
B
Best Buy Co., Inc.
BBY · US
Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner May 23, 2026
Watch
34 /100
Poor
Jun 11, 2026
94
K
Kilroy Realty Corporation
KRC · US
Kilroy Realty Corporation: A Value Investing Deep Dive May 20, 2026
Watch
34 /100
Poor
Jun 10, 2026
95
W
WhiteFiber, Inc.
WYFI · US
WhiteFiber: A Deep Value Investing Study May 20, 2026
Watch
34 /100
Poor
Jun 10, 2026
96
R
Redwire Corporation
RDW · US
Redwire: A Long-Term Owner's View — Good Runway, an Unproven Good Company Jun 4, 2026
Watch
33 /100
Poor
Jun 5, 2026
97
3
Toray Industries, Inc.
3402 · TSE
Toray Industries: A Long-Term Owner's Study Jun 3, 2026
Watch
33 /100
Poor
Jun 5, 2026
98
T
Trelleborg AB
TREL-B · ST
Trelleborg: A Long-Term Owner's Perspective Jun 3, 2026
Watch
33 /100
Poor
Jun 5, 2026
99
C
The Campbell's Company
CPB · US
The Campbell's Company: A Value-Investing Deep Dive May 31, 2026
Watch
33 /100
Poor
Jun 10, 2026
100
D
Dow Inc.
DOW · US
Dow Inc. — A Long-Term Business Owner's Research Report May 29, 2026
Watch
33 /100
Poor
Jun 10, 2026