1
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
2
Arista Networks, Inc.
ANET · US
Arista Networks: A Long-Term Study of the Data Center Switching Leader May 23, 2026 Watch
56 /100
Medium
88/100 Jun 11, 2026
3
MercadoLibre, Inc.
MELI · US
MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business Owner May 22, 2026 Watch
56 /100
Medium
47/100 Jun 11, 2026
4
Zhongji Innolight Co., Ltd.
300308 · Shenzhen
Innolight (Zhongji Innolight): A Deep Value Investment Study May 21, 2026 Watch
56 /100
Medium
51/100 Jun 10, 2026
5
Advanced Micro Devices, Inc.
AMD · US
AMD: The Rack-Scale AI Story Got More Credible, but 495 USD Already Prices Durable Number-Two Platform Status Jul 29, 2026 Avoid
55 /100
Medium
— Jul 30, 2026
6
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
58/100 Jun 10, 2026
7
Fortinet, Inc.
FTNT · US
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens May 22, 2026 Watch
55 /100
Medium
82/100 Jun 11, 2026
8
Arm Holdings plc
ARM · US
Arm Holdings: A Deep-Dive Value Analysis May 21, 2026 Watch
55 /100
Medium
59/100 Jun 10, 2026
9
Veeva Systems Inc.
VEEV · US
Veeva Systems: A Deep Value Investing Study May 28, 2026 Watch
54 /100
Medium
85/100 Jun 10, 2026
10
Zscaler, Inc.
ZS · US
Zscaler: A Long-Term Owner's Perspective May 23, 2026 Watch
53 /100
Medium
— Jun 11, 2026
11
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
56/100 Jun 12, 2026
12
DISCO Corporation
6146 · TSE
Disco: A Long-Term Business Owner's View Jun 9, 2026 Watch
52 /100
Medium
— Jun 9, 2026
13
Datadog, Inc.
DDOG · US
Datadog: A Value Investing Deep Dive May 22, 2026 Watch
52 /100
Medium
— Jun 11, 2026
14
KLA Corporation
KLAC · US
KLA Corporation: A Deep Value Investment Analysis May 22, 2026 Watch
52 /100
Medium
93/100 Jun 11, 2026
15
Axon Enterprise, Inc.
AXON · US
Axon Enterprise: A Deep Value Investing Analysis May 21, 2026 Watch
52 /100
Medium
— Jun 10, 2026
16
Texas Pacific Land Corporation
TPL · US
Texas Pacific Land: A Deep Value Investment Study May 28, 2026 Watch
51 /100
Medium
84/100 Jun 10, 2026
17
ServiceNow, Inc.
NOW · US
ServiceNow: A Value Investing Study May 25, 2026 Watch
51 /100
Medium
61/100 Jun 11, 2026
18
Cadence Design Systems, Inc.
CDNS · US
Cadence Design Systems: A Deep Value Investing Analysis May 21, 2026 Watch
51 /100
Medium
97/100 Jun 10, 2026
19
Cloudflare, Inc.
NET · US
Cloudflare: A Long-Term Owner's Perspective May 17, 2026 Watch
51 /100
Medium
— Jun 11, 2026
20
Auras Technology Co., Ltd.
3324 · TWO
Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling Stack Jun 20, 2026 Hold
50 /100
Medium
70/100 Jun 20, 2026
21
WUS Printed Circuit
002463 · Shenzhen
Long-Term Value Research on WUS Printed Circuit Jun 9, 2026 Watch
50 /100
Medium
58/100 Jun 10, 2026
22
MediaTek Inc.
2454 · Taiwan
MediaTek (2454.TW) Zen Horizon Framework Deep-Dive Research Jun 9, 2026 Watch
50 /100
Medium
70/100 Jun 10, 2026
23
Monolithic Power Systems, Inc.
MPWR · US
Monolithic Power Systems Deep Value Investment Analysis May 22, 2026 Watch
50 /100
Medium
89/100 Jun 11, 2026
24
Palo Alto Networks, Inc.
PANW · US
Palo Alto Networks Long-Term Value Investment Deep Dive May 22, 2026 Watch
50 /100
Medium
— Jun 10, 2026
25
Anthropic, PBC
ANTHROPIC · Unlisted
Anthropic Deep Value Investment Research May 19, 2026 Watch
50 /100
Medium
— Jun 11, 2026
26
Tesla, Inc.
TSLA · US
Tesla: The Franchise Is Real, but $900 Billion of the Market Cap Rests on Robotaxi Economics No One Has Disclosed Jul 28, 2026 Watch
49 /100
Weak
— Jul 28, 2026
27
Medpace Holdings
MEDP · US
Medpace Holdings Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
49 /100
Weak
75/100 Jun 10, 2026
28
Keysight Technologies, Inc.
KEYS · US
Keysight Technologies Investment Value Deep-Dive May 27, 2026 Watch
49 /100
Weak
72/100 Jun 11, 2026
29
Texas Instruments Incorporated
TXN · US
Texas Instruments Analog and Embedded Processors Research May 23, 2026 Watch
49 /100
Weak
82/100 Jun 10, 2026
30
Vertex Pharmaceuticals Incorporated
VRTX · US
Vertex Pharmaceuticals: A Long-Term Owner's View May 23, 2026 Watch
49 /100
Weak
59/100 Jun 10, 2026
31
SK hynix Inc.
000660 · Korea
Long-Term Value Investment Research on SK hynix May 22, 2026 Watch
49 /100
Weak
24/100 Jun 10, 2026
32
Lam Research Corporation
LRCX · US
Lam Research from a Long-Term Business Owner's Perspective May 22, 2026 Watch
49 /100
Weak
90/100 Jun 11, 2026
33
Analog Devices, Inc.
ADI · US
Analog Devices Deep Value Investment Research May 21, 2026 Watch
49 /100
Weak
— Jun 10, 2026
34
Corning Incorporated
GLW · US
Corning In-Depth Value Research Report May 20, 2026 Watch
49 /100
Weak
39/100 Jun 10, 2026
35
Suzhou TFC Optical Communication Co., Ltd.
300394 · Shenzhen
T&S Communications: A Real Upstream Bottleneck, Priced as if Scarcity Economics Were Permanent Jul 28, 2026 Avoid
48 /100
Weak
82/100 Jul 28, 2026
36
Space Exploration Technologies Corp.
SPCX · US
SpaceX: A Strategically Brilliant Platform Wrapped in a Still-Expensive Stock Jul 21, 2026 Avoid
48 /100
Weak
— Jul 21, 2026
37
GitLab Inc.
GTLB · US
GitLab Deep Research Jun 14, 2026 Hold
48 /100
Weak
— Jun 14, 2026
38
BE Semiconductor (Besi)
BESI · Amsterdam
In-Depth Value Analysis of Besi, a Back-End Advanced Packaging Equipment Leader Jun 4, 2026 Watch
48 /100
Weak
86/100 Jun 9, 2026
39
Dell Technologies Inc.
DELL · US
Dell Technologies Deep Value Research May 25, 2026 Watch
48 /100
Weak
57/100 Jun 10, 2026
40
Johnson & Johnson
JNJ · US
Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap May 25, 2026 Watch
48 /100
Weak
82/100 Jun 10, 2026
41
Applied Materials, Inc.
AMAT · US
Applied Materials Deep Value Investment Research May 21, 2026 Watch
48 /100
Weak
92/100 Jun 10, 2026
42
Okta, Inc.
OKTA · US
Okta: Identity Infrastructure in Transition Jun 17, 2026 Hold
47 /100
Weak
— Jun 17, 2026
43
Taiwan Elite Material (Elite Material, EMC)
2383 · Taiwan
Long-Term Value Research on Taiwan Elite Material (EMC) Jun 9, 2026 Watch
47 /100
Weak
73/100 Jun 10, 2026
44
Emerson Electric Co.
EMR · US
Emerson Electric: A Long-Term Owner's View May 26, 2026 Watch
47 /100
Weak
77/100 Jun 11, 2026
45
GE Aerospace
GE · US
GE Aerospace Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
21/100 Jun 10, 2026
46
Thermo Fisher Scientific Inc.
TMO · US
Thermo Fisher: A Long-Term Owner's Perspective May 25, 2026 Watch
47 /100
Weak
69/100 Jun 11, 2026
47
IDEXX Laboratories, Inc.
IDXX · US
In-Depth Value Research on IDEXX Laboratories May 22, 2026 Watch
47 /100
Weak
92/100 Jun 11, 2026
48
VanEck Semiconductor ETF
SMH · US
VanEck Semiconductor ETF (SMH) Deep Value Research May 20, 2026 Watch
47 /100
Weak
— Jun 10, 2026
49
Waters Corporation
WAT · US
Long-Term Research on Waters' Laboratory Analytics and Diagnostic Tools May 28, 2026 Watch
46 /100
Weak
— Jun 10, 2026
50
W.W. Grainger, Inc.
GWW · US
W.W. Grainger Deep Value Investment Analysis May 27, 2026 Watch
46 /100
Weak
85/100 Jun 11, 2026
51
Teradyne, Inc.
TER · US
Teradyne Deep Value Investment Analysis May 27, 2026 Watch
46 /100
Weak
73/100 Jun 11, 2026
52
Robinhood Markets, Inc.
HOOD · US
Robinhood Markets Deep Value Research May 26, 2026 Watch
46 /100
Weak
32/100 Jun 11, 2026
53
Philip Morris International Inc.
PM · US
Philip Morris International: In-Depth Value Investment Research May 25, 2026 Watch
46 /100
Weak
76/100 Jun 11, 2026
54
Caterpillar Inc.
CAT · US
Caterpillar Long-Term Value Investment Analysis May 24, 2026 Watch
46 /100
Weak
60/100 Jun 11, 2026
55
Arthur J. Gallagher & Co.
AJG · US
Arthur J. Gallagher Insurance Brokerage M&A Compounder Research May 23, 2026 Watch
46 /100
Weak
— Jun 10, 2026
56
Walmart Inc.
WMT · US
Walmart Research from a Long-Term Owner's Perspective May 23, 2026 Watch
46 /100
Weak
69/100 Jun 11, 2026
57
Chengdu Eoptolink Communication Technology Co., Ltd.
300502 · Shenzhen
Eoptolink Research from a Long-Term Business Owner's Perspective May 21, 2026 Watch
46 /100
Weak
58/100 Jun 10, 2026
58
Bloom Energy Corporation
BE · US
Bloom Energy In-Depth Value Investment Research May 20, 2026 Watch
46 /100
Weak
— Jun 10, 2026
59
RemeGen Co., Ltd.
688331 · Shanghai
RemeGen: Two Self-Developed Drug Franchises and an Export Licensing Engine, With the A-Share Already Pricing a Cleaner Future Than the Filings Justify Jun 25, 2026 Avoid
45 /100
Weak
— Jun 25, 2026
60
Chroma ATE Inc.
2360 · Taiwan
Chroma ATE Value Investment Deep-Dive Jun 9, 2026 Avoid
45 /100
Weak
80/100 Jun 10, 2026
61
Advantest
6857 · TSE
Advantest Deep Value Research Report Jun 4, 2026 Watch
45 /100
Weak
— Jun 10, 2026
62
ASM International
ASM · Amsterdam
ASM International Deep Value Investment Analysis Jun 4, 2026 Watch
45 /100
Weak
67/100 Jun 9, 2026
63
Mettler-Toledo International Inc.
MTD · US
Mettler-Toledo International Inc.: A Value Investing Deep Dive May 29, 2026 Watch
45 /100
Weak
90/100 Jun 10, 2026
64
Rockwell Automation, Inc.
ROK · US
Rockwell Automation: An In-Depth Value Investing Analysis May 27, 2026 Watch
45 /100
Weak
85/100 Jun 11, 2026
65
United Rentals, Inc.
URI · US
United Rentals: A Deep Value Investment Study May 27, 2026 Watch
45 /100
Weak
71/100 Jun 11, 2026
66
Carvana Co.
CVNA · US
Carvana Co.: A Deep-Dive Value Investing Analysis May 26, 2026 Watch
45 /100
Weak
— Jun 11, 2026
67
Comfort Systems USA, Inc.
FIX · US
Comfort Systems USA: A Deep Value Investment Analysis May 26, 2026 Watch
45 /100
Weak
87/100 Jun 11, 2026
68
AMETEK, Inc.
AME · US
AMETEK Precision Instruments and Industrial Technology Research May 23, 2026 Watch
45 /100
Weak
77/100 Jun 11, 2026
69
Cisco Systems, Inc.
CSCO · US
Cisco Systems: A Value-Investing Deep Dive May 22, 2026 Watch
45 /100
Weak
87/100 Jun 11, 2026
70
Fastenal Company
FAST · US
Fastenal Company: An In-Depth Value Study May 22, 2026 Watch
45 /100
Weak
94/100 Jun 11, 2026
71
AbbVie Inc.
ABBV · US
AbbVie: In-Depth Research from a Long-Term Business Owner's Perspective May 21, 2026 Watch
45 /100
Weak
73/100 Jun 10, 2026
72
Tongcheng New Material Co., Ltd.
603650 · Shanghai
Tongcheng New Material: A Long-Term Business Owner's Study May 20, 2026 Watch
45 /100
Weak
58/100 Jun 10, 2026
73
Coherent Corp.
COHR · US
Coherent: A Deep-Dive Value Investing Study May 20, 2026 Watch
45 /100
Weak
— Jun 10, 2026
74
Tempus AI, Inc.
TEM · US
Tempus AI: A Long-Term Owner's Perspective May 17, 2026 Watch
45 /100
Weak
— Jun 11, 2026
75
AbCellera Biologics Inc.
ABCL · US
AbCellera Biologics: A Well-Funded Platform Waiting on One Clinical Proof Point Jul 18, 2026 Watch
44 /100
Weak
— Jul 18, 2026
76
KINGSEMI Co., Ltd.
688037 · Shanghai
KINGSEMI: A Scarce Domestic Track Asset, Priced Well Ahead of the Evidence Jul 1, 2026 Avoid
44 /100
Weak
— Jul 1, 2026
77
Accelink Technologies Co., Ltd.
002281 · Shenzhen
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation Jun 14, 2026 Avoid
44 /100
Weak
56/100 Jun 15, 2026
78
MetaX Integrated Circuits (Shanghai) Co., Ltd.
688802 · Shanghai
In-Depth Research on MetaX Jun 11, 2026 Avoid
44 /100
Weak
— Jun 11, 2026
79
Ibiden Co., Ltd.
4062 · TSE
Long-Term Value Research on Ibiden Jun 9, 2026 Watch
44 /100
Weak
— Jun 10, 2026
80
Illumina
ILMN · US
Illumina Zen Horizon Framework Deep-Dive Research Jun 7, 2026 Watch
44 /100
Weak
— Jun 10, 2026
81
Moderna, Inc.
MRNA · US
Moderna: A Long-Term Business Owner's Perspective May 30, 2026 Watch
44 /100
Weak
— Jun 10, 2026
82
Expeditors International of Washington, Inc.
EXPD · US
Expeditors International Deep-Dive Value Research May 29, 2026 Watch
44 /100
Weak
83/100 Jun 10, 2026
83
West Pharmaceutical Services, Inc.
WST · US
West Pharmaceutical Services In-Depth Value Research Report May 29, 2026 Watch
44 /100
Weak
76/100 Jun 10, 2026
84
Jiangsu Boqian New Materials Co., Ltd.
605376 · Shanghai
Boqian New Materials: SUN-R Investment Analysis Framework Research Report May 28, 2026 Watch
44 /100
Weak
— Jun 10, 2026
85
Qnity Electronics, Inc.
Q · US
Qnity Electronics: A Long-Term Business Owner's Perspective May 28, 2026 Watch
44 /100
Weak
— Jun 10, 2026
86
Westinghouse Air Brake Technologies Corporation
WAB · US
Wabtec: A Long-Term Business-Owner's Analysis May 27, 2026 Watch
44 /100
Weak
54/100 Jun 11, 2026
87
Illinois Tool Works Inc.
ITW · US
Illinois Tool Works: A Value Investing Deep Dive May 26, 2026 Watch
44 /100
Weak
80/100 Jun 11, 2026
88
Old Dominion Freight Line, Inc.
ODFL · US
Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's Perspective May 22, 2026 Watch
44 /100
Weak
79/100 Jun 10, 2026
89
Agilent Technologies, Inc.
A · US
Agilent Technologies: A Study from a Long-Term Business Owner's Perspective May 21, 2026 Watch
44 /100
Weak
83/100 Jun 10, 2026
90
Onto Innovation Inc.
ONTO · US
Onto Innovation: A Deep-Dive Value Investing Study May 20, 2026 Watch
44 /100
Weak
— Jun 10, 2026
91
Zhipu (Zhipu AI)
2513 · HK
Zhipu: A Long-Term Owner's Perspective May 17, 2026 Avoid
44 /100
Weak
— Jun 11, 2026
92
United Microelectronics Corporation
2303 · Taiwan
United Microelectronics Corporation UMC Deep-Dive Research Jun 14, 2026 Watch
43 /100
Weak
44/100 Jun 14, 2026
93
Shengyi Technology
600183 · Shanghai
Shengyi Technology Long-Term Owner's Perspective Research Jun 9, 2026 Avoid
43 /100
Weak
61/100 Jun 10, 2026
94
Murata Manufacturing
6981 · TSE
Long-Term Value Research on Murata Manufacturing Jun 9, 2026 Watch
43 /100
Weak
— Jun 9, 2026
95
Revvity, Inc.
RVTY · US
Revvity In-Depth Value Investment Research May 31, 2026 Watch
43 /100
Weak
— Jun 10, 2026
96
Hewlett Packard Enterprise Company
HPE · US
HPE: An Investment Analysis Through a Long-Term Business Owner's Lens May 27, 2026 Watch
43 /100
Weak
— Jun 11, 2026
97
Deere & Company
DE · US
Deere & Company: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
64/100 Jun 10, 2026
98
Quanta Services, Inc.
PWR · US
Quanta Services: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
53/100 Jun 11, 2026
99
Union Pacific Corporation
UNP · US
Union Pacific: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
77/100 Jun 11, 2026
100
Ciena Corporation
CIEN · US
Ciena: A Long-Term Value Investing Analysis May 24, 2026 Watch
43 /100
Weak
62/100 Jun 11, 2026