1
Belimo Holding AG
BEAN · SW
Belimo Holding: A Premium HVAC Compounder Priced for an AI-Cooling Runway Jun 27, 2026 Watch
57 /100
Medium
88/100 Jun 27, 2026
2
Shopify Inc.
SHOP · US
Shopify: A Commerce Infrastructure Platform May 23, 2026 Watch
56 /100
Medium
44/100 Jun 11, 2026
3
Astera Labs, Inc.
ALAB · US
Astera Labs (ALAB): A Zen Horizon Report Jun 5, 2026 Watch
55 /100
Medium
— Jun 10, 2026
4
Anji Microelectronics Technology (Shanghai) Co., Ltd.
688019 · Shanghai
Anji Microelectronics: A High-Quality Compounder, but a Better Company Than Stock Jun 29, 2026 Watch
52 /100
Medium
57/100 Jun 30, 2026
5
Blackstone Inc.
BX · US
Blackstone: A Deep Value Investment Analysis May 24, 2026 Watch
52 /100
Medium
71/100 Jun 10, 2026
6
Synopsys, Inc.
SNPS · US
Synopsys: A Long-Term Owner's Perspective May 23, 2026 Watch
52 /100
Medium
— Jun 11, 2026
7
Intuitive Surgical, Inc.
ISRG · US
Intuitive Surgical: A Long-Term Business Owner's Research Report May 22, 2026 Watch
52 /100
Medium
83/100 Jun 11, 2026
8
Snowflake Inc.
SNOW · US
Snowflake (SNOW.US) Zen Horizon Report Jun 8, 2026 Watch
51 /100
Medium
— Jun 10, 2026
9
Duolingo, Inc.
DUOL · US
Duolingo: A Long-Term Owner's Perspective May 18, 2026 Watch
51 /100
Medium
40/100 Jun 11, 2026
10
HOYA Corporation
7741 · TSE
HOYA Corporation (7741.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
50 /100
Medium
— Jun 10, 2026
11
DoorDash, Inc.
DASH · US
DoorDash In-Depth Value Investment Analysis May 21, 2026 Watch
50 /100
Medium
— Jun 10, 2026
12
Asia Vital Components Co., Ltd. (AVC)
3017 · Taiwan
Asia Vital Components: Deep-Dive Research Using the Zen Horizon Framework Jun 5, 2026 Watch
49 /100
Weak
67/100 Jun 10, 2026
13
Medtronic plc
MDT · US
Medtronic Long-Term Value Investment Analysis May 25, 2026 Hold
49 /100
Weak
— Jun 11, 2026
14
Visa Inc.
V · US
Visa Inc. Long-Term Business Owner Research May 25, 2026 Watch
49 /100
Weak
95/100 Jun 11, 2026
15
BlackRock, Inc.
BLK · US
BlackRock In-Depth Value Investment Research May 24, 2026 Watch
49 /100
Weak
78/100 Jun 10, 2026
16
Leader Harmonious Drive Systems Co., Ltd.
688017 · Shanghai
Leaderdrive: China's Harmonic-Reducer Leader Priced for a Humanoid Future Jun 20, 2026 Avoid
48 /100
Weak
— Jun 21, 2026
17
Elastic N.V.
ESTC · US
Elastic: Cash Flow Repair in the Search Layer and the Search AI Option Jun 14, 2026 Hold
48 /100
Weak
— Jun 15, 2026
18
Tokyo Ohka Kogyo Co., Ltd. (TOK)
4186 · TSE
Tokyo Ohka Kogyo TOK (4186.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
48 /100
Weak
— Jun 10, 2026
19
Advanced Micro-Fabrication Equipment Inc. China
688012 · Shanghai
AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich Price Jun 9, 2026 Watch
48 /100
Weak
45/100 Jun 10, 2026
20
Lattice Semiconductor Corporation
LSCC · US
Lattice Semiconductor (LSCC.US) Zen Horizon Research Report Jun 8, 2026 Watch
48 /100
Weak
— Jun 10, 2026
21
Rolls-Royce Holdings PLC
RR · LSE
Rolls-Royce (RR.LSE) Zen Horizon Research Report Jun 8, 2026 Hold
48 /100
Weak
49/100 Jun 10, 2026
22
PTC Inc.
PTC · US
PTC Deep Value Investment Research May 30, 2026 Watch
48 /100
Weak
51/100 Jun 10, 2026
23
Edwards Lifesciences Corporation
EW · US
Edwards Lifesciences In-Depth Value Research May 27, 2026 Watch
48 /100
Weak
91/100 Jun 11, 2026
24
Marriott International, Inc.
MAR · US
Marriott International Deep Value Analysis May 22, 2026 Watch
48 /100
Weak
45/100 Jun 11, 2026
25
Regeneron Pharmaceuticals, Inc.
REGN · US
Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's Perspective May 22, 2026 Watch
48 /100
Weak
83/100 Jun 10, 2026
26
Yuanjie Semiconductor Technology Co., Ltd.
688498 · Shanghai
Yuanjie Semiconductor: Real AI-Optics Growth, Zero Margin of Safety Jul 24, 2026 Avoid
47 /100
Weak
— Jul 24, 2026
27
Shenzhen Envicool Technology Co., Ltd. Envicool
002837 · Shenzhen
Envicool Deep-Dive Research Jun 14, 2026 Watch
47 /100
Weak
66/100 Jun 14, 2026
28
Wistron Corporation
3231 · Taiwan
Wistron Corporation Deep Dive: From Notebook ODM to Core Executor in NVIDIA's AI Server Manufacturing Chain Jun 12, 2026 Hold
47 /100
Weak
47/100 Jun 12, 2026
29
Certara, Inc.
CERT · US
Certara Deep Dive: A Biosimulation Software and Services Platform Embedded in Regulatory Workflows Jun 12, 2026 Watch
47 /100
Weak
— Jun 12, 2026
30
Cambricon Technologies Corporation Limited
688256 · Shanghai
Cambricon In-Depth Research Jun 11, 2026 Avoid
47 /100
Weak
— Jun 11, 2026
31
TKO Group Holdings, Inc.
TKO · US
TKO Group Deep Value Investment Research May 30, 2026 Watch
47 /100
Weak
— Jun 10, 2026
32
Hubbell Incorporated
HUBB · US
In-Depth Value Analysis of Hubbell Incorporated May 29, 2026 Watch
47 /100
Weak
84/100 Jun 10, 2026
33
VeriSign, Inc.
VRSN · US
VeriSign From a Long-Term Owner's Perspective May 28, 2026 Watch
47 /100
Weak
66/100 Jun 10, 2026
34
Garmin Ltd.
GRMN · US
Garmin Ltd. Deep Value Investment Research May 27, 2026 Watch
47 /100
Weak
95/100 Jun 11, 2026
35
Ecolab Inc.
ECL · US
Ecolab Deep Value Investment Analysis May 26, 2026 Watch
47 /100
Weak
55/100 Jun 11, 2026
36
Hilton Worldwide Holdings Inc.
HLT · US
Hilton Worldwide Holdings Deep-Dive Value Investment Research May 26, 2026 Watch
47 /100
Weak
37/100 Jun 11, 2026
37
Trane Technologies plc
TT · US
Trane Technologies: A Long-Term Owner's View May 26, 2026 Watch
47 /100
Weak
84/100 Jun 11, 2026
38
Howmet Aerospace Inc.
HWM · US
Howmet Aerospace Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
36/100 Jun 11, 2026
39
The Coca-Cola Company
KO · US
Coca-Cola Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
79/100 Jun 10, 2026
40
Welltower Inc.
WELL · US
Welltower: A Long-Term Owner's Perspective May 25, 2026 Watch
47 /100
Weak
— Jun 11, 2026
41
Linde plc
LIN · US
In-Depth Value Investment Analysis of Linde plc May 22, 2026 Watch
47 /100
Weak
48/100 Jun 11, 2026
42
SentinelOne, Inc.
S · US
SentinelOne Deep-Dive Research Jun 14, 2026 Hold
46 /100
Weak
— Jun 14, 2026
43
Shin-Etsu Chemical Co., Ltd.
4063 · TSE
Shin-Etsu Chemical (4063.TSE) Buffett Framework Deep-Dive Jun 9, 2026 Watch
46 /100
Weak
— Jun 10, 2026
44
Air Liquide S.A.
AI · Paris
Air Liquide (AI.PA) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
46 /100
Weak
64/100 Jun 10, 2026
45
Lasertec
6920 · TSE
Lasertec Deep Value Investment Analysis Jun 4, 2026 Watch
46 /100
Weak
— Jun 10, 2026
46
Zebra Technologies Corporation
ZBRA · US
Long-Term Value Investment Research on Zebra Technologies May 31, 2026 Watch
46 /100
Weak
64/100 Jun 10, 2026
47
Jacobs Solutions Inc.
J · US
Jacobs Solutions Deep Value Investment Research May 30, 2026 Watch
46 /100
Weak
— Jun 10, 2026
48
Expedia Group, Inc.
EXPE · US
Expedia Group Deep Value Investment Analysis May 29, 2026 Watch
46 /100
Weak
47/100 Jun 10, 2026
49
Motorola Solutions, Inc.
MSI · US
Motorola Solutions Deep Value Investment Analysis May 26, 2026 Watch
46 /100
Weak
78/100 Jun 11, 2026
50
Equinix, Inc.
EQIX · US
Equinix Long-Term Owner's Perspective Research May 25, 2026 Watch
46 /100
Weak
51/100 Jun 10, 2026
51
Morgan Stanley
MS · US
Morgan Stanley Deep Value Investment Research Report May 25, 2026 Watch
46 /100
Weak
68/100 Jun 10, 2026
52
Coinbase Global, Inc.
COIN · US
Long-Term Value Investment Analysis of Coinbase May 24, 2026 Watch
46 /100
Weak
— Jun 11, 2026
53
Cintas Corporation
CTAS · US
Cintas Corporation Long-Term Owner's Perspective Research May 22, 2026 Watch
46 /100
Weak
90/100 Jun 11, 2026
54
Renishaw plc
RSW · LSE
Renishaw plc (RSW.LSE) Zen Horizon Research Report Jun 8, 2026 Watch
45 /100
Weak
— Jun 10, 2026
55
F5, Inc.
FFIV · US
F5 Deep Value Investment Research May 29, 2026 Watch
45 /100
Weak
96/100 Jun 10, 2026
56
IQVIA Holdings Inc.
IQV · US
IQVIA Holdings: A Deep-Dive Value Investing Study May 28, 2026 Watch
45 /100
Weak
53/100 Jun 10, 2026
57
The Goldman Sachs Group, Inc.
GS · US
Goldman Sachs Group Deep Value Investing Analysis May 25, 2026 Watch
45 /100
Weak
55/100 Jun 10, 2026
58
The Progressive Corporation
PGR · US
Progressive: A Long-Term Owner's Perspective May 25, 2026 Watch
45 /100
Weak
— Jun 10, 2026
59
Parker-Hannifin Corporation
PH · US
Parker-Hannifin: A Long-Term Owner's Perspective May 25, 2026 Watch
45 /100
Weak
78/100 Jun 11, 2026
60
Insmed Incorporated
INSM · US
Insmed: A Deep-Dive Value Investing Research Report May 22, 2026 Watch
45 /100
Weak
— Jun 11, 2026
61
Costco Wholesale Corporation
COST · US
Costco: A Deep-Dive Value Investing Analysis May 21, 2026 Watch
45 /100
Weak
87/100 Jun 10, 2026
62
Circle Internet Group, Inc.
CRCL · US
Circle Internet Group: A Long-Term Owner's Perspective May 16, 2026 Watch
45 /100
Weak
— Jun 11, 2026
63
ACWA Power Company
2082 · SR
ACWA Power: A Compelling National Champion Wrapped in an Undisciplined Valuation Jul 12, 2026 Watch
44 /100
Weak
— Jul 12, 2026
64
Hexcel Corporation
HXL · US
Hexcel Long-Term Owner's View Research Jun 3, 2026 Watch
44 /100
Weak
— Jun 10, 2026
65
IDEX Corporation
IEX · US
IDEX Corporation Deep Value Investment Research May 30, 2026 Watch
44 /100
Weak
82/100 Jun 10, 2026
66
Laboratory Corporation of America Holdings
LH · US
Labcorp Holdings: A Value-Investing Deep Dive May 29, 2026 Watch
44 /100
Weak
59/100 Jun 10, 2026
67
Ralph Lauren Corporation
RL · US
Ralph Lauren: An Investment Study from the Perspective of a Long-Term Business Owner May 29, 2026 Watch
44 /100
Weak
56/100 Jun 10, 2026
68
The Travelers Companies, Inc.
TRV · US
Travelers Companies Deep Value Investment Research May 26, 2026 Watch
44 /100
Weak
— Jun 11, 2026
69
Hanwei Technology Group Co., Ltd.
300007 · Shenzhen
Hanwei Technology: Good Technology, Bad Price Jul 13, 2026 Avoid
43 /100
Weak
— Jul 13, 2026
70
Lenovo Group Limited
0992 · HK
Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive Research Jun 9, 2026 Watch
43 /100
Weak
67/100 Jun 10, 2026
71
Harmonic Drive Systems
6324 · TSE
Harmonic Drive Systems: A Zen Horizon Framework Deep Dive Jun 8, 2026 Watch
43 /100
Weak
— Jun 10, 2026
72
Generac Holdings Inc.
GNRC · US
Generac: A Deep Value Investing Study May 30, 2026 Watch
43 /100
Weak
— Jun 10, 2026
73
Vulcan Materials Company
VMC · US
Vulcan Materials Company: In-Depth Value Investing Analysis May 28, 2026 Watch
43 /100
Weak
56/100 Jun 10, 2026
74
EMCOR Group, Inc.
EME · US
EMCOR Group: A Value-Investing Deep Dive May 27, 2026 Watch
43 /100
Weak
81/100 Jun 10, 2026
75
Microchip Technology Incorporated
MCHP · US
Microchip Technology: A Deep Dive from a Long-Term Business Owner's Perspective May 22, 2026 Watch
43 /100
Weak
— Jun 11, 2026
76
Coca-Cola Europacific Partners PLC
CCEP · US
Coca-Cola Europacific Partners: A Deep Value Investing Analysis May 21, 2026 Watch
43 /100
Weak
65/100 Jun 10, 2026
77
IREN Limited
IREN · US
IREN Limited: A Deep-Dive Long-Term Value Investment Study May 20, 2026 Watch
43 /100
Weak
— Jun 10, 2026
78
Nebius Group N.V.
NBIS · US
Nebius Group: A Long-Term Owner's Perspective May 18, 2026 Watch
43 /100
Weak
— Jun 11, 2026
79
ACM Research Shanghai, Inc.
688082 · Shanghai
ACM Research Shanghai: A Genuine Platform Story, Priced for Zero Margin of Safety Jul 4, 2026 Watch
42 /100
Weak
64/100 Jul 4, 2026
80
Entegris, Inc.
ENTG · US
Entegris (ENTG) Zen Horizon Research Report Jun 5, 2026 Watch
42 /100
Weak
— Jun 10, 2026
81
Super Micro Computer, Inc.
SMCI · US
Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance Discount May 28, 2026 Watch
42 /100
Weak
67/100 Jun 10, 2026
82
Steel Dynamics, Inc.
STLD · US
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder May 27, 2026 Watch
42 /100
Weak
64/100 Jun 10, 2026
83
Cummins Inc.
CMI · US
Cummins Long-Term Value Investment Analysis May 24, 2026 Watch
42 /100
Weak
74/100 Jun 11, 2026
84
Take-Two Interactive Software, Inc.
TTWO · US
Take-Two Interactive: A Long-Term Owner's Perspective May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
85
Electronic Arts Inc.
EA · US
Electronic Arts: A Value-Investing Deep Dive May 22, 2026 Watch
42 /100
Weak
90/100 Jun 11, 2026
86
Estun Automation Co., Ltd.
002747 · Shenzhen
Estun Automation: A Good Company at a Bad A-Share Price Jul 1, 2026 Watch
41 /100
Weak
— Jul 1, 2026
87
Oceaneering International
OII · US
Oceaneering International Zen Horizon Framework Deep Dive Jun 7, 2026 Watch
41 /100
Weak
37/100 Jun 10, 2026
88
Quest Diagnostics Incorporated
DGX · US
Quest Diagnostics: A Long-Term Business-Owner Investment Analysis May 29, 2026 Watch
41 /100
Weak
74/100 Jun 10, 2026
89
Ulta Beauty, Inc.
ULTA · US
Ulta Beauty: A Long-Term Value Investing Study May 29, 2026 Watch
41 /100
Weak
73/100 Jun 10, 2026
90
Entergy Corporation
ETR · US
Entergy: A Research Report Through a Long-Term Corporate Owner's Lens May 27, 2026 Watch
41 /100
Weak
31/100 Jun 11, 2026
91
Ventas, Inc.
VTR · US
Ventas: A Value Investing Deep Dive May 27, 2026 Watch
41 /100
Weak
— Jun 10, 2026
92
J.B. Hunt Transport Services, Inc.
JBHT · US
J.B. Hunt Deep Value Investment Research May 29, 2026 Watch
40 /100
Weak
72/100 Jun 7, 2026
93
The Estée Lauder Companies Inc.
EL · US
Estée Lauder: Premium Beauty Brand Equity Restoration Study May 28, 2026 Watch
40 /100
Weak
— Jun 10, 2026
94
TransDigm Group Incorporated
TDG · US
TransDigm Group: A Deep Value Investing Study May 26, 2026 Watch
40 /100
Weak
79/100 Jun 11, 2026
95
PACCAR Inc
PCAR · US
In-Depth Value Investing Research on PACCAR Inc May 22, 2026 Watch
40 /100
Weak
66/100 Jun 10, 2026
96
Intel Corporation
INTC · US
Intel: A Real Product Recovery, Priced as If the Foundry Turnaround Had Already Worked Aug 2, 2026 Avoid
39 /100
Weak
— Aug 2, 2026
97
Youdao, Inc.
DAO · US
Youdao: AI-Repaired Margins, Weak Cash Conversion Jun 17, 2026 Hold
39 /100
Weak
— Jun 18, 2026
98
SCREEN Holdings
7735 · TSE
SCREEN Holdings Deep Value Investment Analysis Jun 4, 2026 Watch
39 /100
Weak
— Jun 5, 2026
99
Jabil Inc.
JBL · US
Jabil Inc.: An In-Depth Value Investing Analysis May 27, 2026 Watch
39 /100
Weak
62/100 Jun 10, 2026
100
Simulations Plus, Inc.
SLP · US
Simulations Plus: A Credible Drug-Modeling Specialist, Now Priced as a Near-Cash Deal Stock Jun 26, 2026 Avoid
38 /100
Weak
— Jun 26, 2026