101
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
102
Duolingo, Inc.
DUOL · US
Duolingo: A Long-Term Owner's Perspective May 18, 2026
Watch
51 /100
Medium
40/100
Jun 11, 2026
103
Cloudflare, Inc.
NET · US
Cloudflare: A Long-Term Owner's Perspective May 17, 2026
Watch
51 /100
Medium
—
Jun 11, 2026
104
Royalty Pharma plc
RPRX · US
Royalty Pharma: $3.254bn of Portfolio Receipts and 48% Deal Share Meet a 24% Expiry Wall by 2030 and a $58.41 Price That Already Pays for the Platform Sep 20, 2026
Hold
50 /100
Medium
58/100
Sep 20, 2026
105
Eastroc Beverage (Group) Co., Ltd.
605499 · Shanghai
Eastroc Beverage: Energy Supplies 81% of Product Gross Profit While Growing 6.9%, and RMB122.93 Leaves No Conservative Margin of Safety Aug 15, 2026
Hold
50 /100
Medium
87/100
Aug 15, 2026
106
Procore Technologies, Inc.
PCOR · US
Procore Technologies: Operating Leverage Finally Shows, but a 16%-of-Revenue Stock-Compensation Bill Leaves 48.82 USD Fairly Priced Rather Than Cheap Jul 30, 2026
Hold
50 /100
Medium
—
Jul 30, 2026
107
BeOne Medicines Ltd.
ONC · US
BeOne Medicines: A Real Oncology Winner, Already Priced For More Jul 14, 2026
Hold
50 /100
Medium
—
Jul 14, 2026
108
UCB SA
UCB · BR
UCB SA: A Specialty-Biopharma Growth Platform That Has Already Re-Rated Jun 29, 2026
Hold
50 /100
Medium
71/100
Jun 29, 2026
109
Akeso, Inc.
9926 · HK
Akeso, Inc.: A Commercial-Stage Antibody Innovator Still Priced on Ivonescimab's Global Option Value Jun 24, 2026
Hold
50 /100
Medium
—
Jun 24, 2026
110
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
111
The New York Times Company
NYT · US
The New York Times: Bundle Economics at Full Value Jun 17, 2026
Hold
50 /100
Medium
69/100
Jun 18, 2026
112
NAURA Technology Group
002371 · Shenzhen
NAURA Technology Group SUN-R Investment Analysis Jun 16, 2026
Watch
50 /100
Medium
50/100
Jun 16, 2026
113
HubSpot, Inc.
HUBS · US
HubSpot Deep-Dive Research Jun 15, 2026
Hold
50 /100
Medium
—
Jun 15, 2026
114
NetEase, Inc.
NTES · US
NetEase, Inc. Deep-Dive Research Jun 15, 2026
Hold
50 /100
Medium
92/100
Jun 15, 2026
115
Roblox Corporation
RBLX · US
Roblox Corporation Deep-Dive Research Jun 15, 2026
Watch
50 /100
Medium
—
Jun 15, 2026
116
Mobileye Global Inc.
MBLY · US
Mobileye Deep-Dive Research Jun 12, 2026
Hold
50 /100
Medium
—
Jun 12, 2026
117
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
118
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
119
HOYA Corporation
7741 · TSE
HOYA Corporation (7741.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026
Watch
50 /100
Medium
—
Jun 10, 2026
120
Nintendo Co., Ltd.
7974 · TSE
Nintendo (7974.T / NTDOY) Zen Horizon Framework Deep Research Jun 9, 2026
Buy
50 /100
Medium
—
Jun 10, 2026
121
Huawei HiSilicon Ascend
ASCEND · Unlisted
Long-Term Owner's Analysis of Huawei HiSilicon Ascend Jun 9, 2026
Avoid
—
50 /100
Medium
—
Jun 10, 2026
122
Hexagon AB (publ)
HEXA-B · ST
Hexagon AB (HEXA-B.ST) Zen Horizon Deep-Dive Research Report Jun 9, 2026
Watch
50 /100
Medium
67/100
Jun 10, 2026
123
Delta Electronics, Inc.
2308 · Taiwan
Delta Electronics Zen Horizon Framework Deep Dive Jun 4, 2026
Watch
50 /100
Medium
81/100
Jun 10, 2026
124
MSCI Inc.
MSCI · US
MSCI Investment Research Report May 27, 2026
Watch
50 /100
Medium
86/100
Jun 10, 2026
125
Nasdaq, Inc.
NDAQ · US
Nasdaq Investment Memo May 27, 2026
Watch
50 /100
Medium
57/100
Jun 11, 2026
126
Uber Technologies, Inc.
UBER · US
Uber Technologies Deep Value Research May 25, 2026
Watch
50 /100
Medium
33/100
Jun 11, 2026
127
Airbnb, Inc.
ABNB · US
Airbnb Value Investment Deep-Dive May 22, 2026
Watch
50 /100
Medium
46/100
Jun 11, 2026
128
Ferrovial NV
FER · US
Ferrovial NV In-Depth Value Research Report May 22, 2026
Watch
50 /100
Medium
34/100
Jun 11, 2026
129
Intuit Inc.
INTU · US
Intuit Inc. Deep Value Analysis May 22, 2026
Watch
50 /100
Medium
94/100
Jun 11, 2026
130
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
131
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
132
AppLovin Corporation
APP · US
AppLovin Corporation In-Depth Value Investment Research May 21, 2026
Watch
50 /100
Medium
49/100
Jun 10, 2026
133
DoorDash, Inc.
DASH · US
DoorDash In-Depth Value Investment Analysis May 21, 2026
Watch
50 /100
Medium
—
Jun 10, 2026
134
Anthropic, PBC
ANTHROPIC · Unlisted
Anthropic Deep Value Investment Research May 19, 2026
Watch
50 /100
Medium
—
Jun 11, 2026