101
Lonza Group AG
LONN · SW
Lonza Group AG (LONN.SW) Zen Horizon Research Report Jun 8, 2026 Hold
48 /100
Weak
— Jun 10, 2026
102
Block, Inc.
XYZ · US
Block Investment Research Report May 27, 2026 Watch
48 /100
Weak
— Jun 10, 2026
103
Roper Technologies, Inc.
ROP · US
Roper Technologies Research from a Long-Term Owner's Perspective May 23, 2026 Cautious Buy
48 /100
Weak
66/100 Jun 11, 2026
104
O'Reilly Automotive, Inc.
ORLY · US
O'Reilly Automotive: A Long-Term Business Owner's Research Report May 22, 2026 Watch
48 /100
Weak
88/100 Jun 10, 2026
105
Kweichow Moutai Co., Ltd.
600519 · Shanghai
Kweichow Moutai: A Long-Term Business Owner's Perspective May 21, 2026 Watch
48 /100
Weak
93/100 Jun 10, 2026
106
Xiaomi Group (Xiaomi Corp.)
1810 · HK
Xiaomi Group Long-Term Owner-Oriented Research May 17, 2026 Watch
48 /100
Weak
56/100 Jun 10, 2026
107
Atlas Copco AB
ATCO-A · ST
Atlas Copco AB: Q2 2026 Group Orders Grew 26% Organically at a 1.13x Book-to-Bill, and SEK 208.80 Sits 34% Above the SEK 156 Conservative Value Sep 9, 2026 Hold
47 /100
Weak
87/100 Sep 9, 2026
108
Guangdong Haid Group Co., Ltd.
002311 · Shenzhen
Haid Group: Feed Gross Profit Rose CNY 0.55 Billion, Farming Gross Profit Fell CNY 1.46 Billion, and CNY 46.24 Offers No Conservative Margin of Safety Aug 31, 2026 Hold
47 /100
Weak
71/100 Sep 1, 2026
109
Alfa Laval AB (publ)
ALFA · ST
Alfa Laval: A 35% Order Surge, a 2% Profit Increase, and 29 Times Earnings Aug 27, 2026 Hold
47 /100
Weak
74/100 Aug 29, 2026
110
Camtek Ltd.
CAMT · US
Camtek: Record Advanced-Packaging Orders Meet a Price That Already Discounts Them Aug 26, 2026 Hold
47 /100
Weak
— Aug 26, 2026
111
NKT A/S
NKT · CO
NKT: A EUR 13bn Transmission Backlog and Rising Margins, but DKK 930 Already Pays for the 2027 Factories That Are Still Being Built Aug 26, 2026 Hold
47 /100
Weak
45/100 Aug 26, 2026
112
Himile Mechanical Science and Technology (Shandong) Co., Ltd.
002595 · Shenzhen
Himile: A 40%-Margin Tire-Mould Franchise Is Funding Two Adjacencies That Have Not Yet Earned Their Keep Aug 19, 2026 Hold
47 /100
Weak
82/100 Aug 19, 2026
113
Paycom Software, Inc.
PAYC · US
Paycom Software: Has Automation Repaired the Growth Engine, and Is That Already Priced? Aug 7, 2026 Hold
47 /100
Weak
95/100 Aug 8, 2026
114
Sichuan Baili Tianheng Pharmaceutical Co., Ltd.
688506 · Shanghai
Sichuan Baili Tianheng: A De-Risked ADC Story the Market Has Already Priced In Jul 23, 2026 Hold
47 /100
Weak
— Jul 23, 2026
115
Exelixis, Inc.
EXEL · US
Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second Act Jul 16, 2026 Hold
47 /100
Weak
64/100 Jul 16, 2026
116
Symrise AG
SY1 · XETRA
Symrise: A High-Quality Compounder Now Priced for Delivery, Not Discovery Jun 28, 2026 Hold
47 /100
Weak
— Jun 28, 2026
117
Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd.
6990 · HK
Kelun-Biotech: A Commercializing China ADC Franchise Priced for Much of Its sac-TMT and MSD Global Success Jun 25, 2026 Hold
47 /100
Weak
— Jun 25, 2026
118
Bureau Veritas SA
BVI · Paris
Bureau Veritas: Quality TIC, Priced for Reacceleration Jun 17, 2026 Hold
47 /100
Weak
70/100 Jun 18, 2026
119
Royal Gold, Inc.
RGLD · US
Royal Gold Deep-Dive Research Jun 15, 2026 Hold
47 /100
Weak
37/100 Jun 15, 2026
120
MongoDB, Inc.
MDB · US
MongoDB Deep Dive: A Document Database Platform Centered on Atlas Jun 12, 2026 Hold
47 /100
Weak
— Jun 13, 2026
121
Novonesis A/S
NSIS-B · CO
Novonesis A/S (NSIS-B.CO) Zen Horizon Research Report Jun 8, 2026 Watch
47 /100
Weak
— Jun 10, 2026
122
Samsung Biologics Co., Ltd.
207940 · Korea
Samsung Biologics (207940) Zen Horizon Framework Deep Dive: A Global CDMO Champion Newly Purified by Spin-Off, Where an Excellent Business Meets a Rich Price and Unproven BIOSECURE Upside Jun 5, 2026 Hold
47 /100
Weak
27/100 Jun 10, 2026
123
GoDaddy Inc.
GDDY · US
GoDaddy Long-Term Value Investment Research May 31, 2026 Cautious Buy
47 /100
Weak
58/100 Jun 10, 2026
124
Veralto Corporation
VLTO · US
Veralto Corporation Deep Value Investment Research May 29, 2026 Watch
47 /100
Weak
89/100 Jun 10, 2026
125
Iron Mountain Incorporated
IRM · US
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital Spending May 27, 2026 Watch
47 /100
Weak
57/100 Jun 10, 2026
126
Chubb Limited
CB · US
Chubb Deep Value Investment Analysis May 24, 2026 Watch
47 /100
Weak
— Jun 11, 2026
127
Cboe Global Markets, Inc.
CBOE · US
Cboe Global Markets In-Depth Value Investment Analysis May 24, 2026 Watch
47 /100
Weak
67/100 Jun 11, 2026
128
CME Group Inc.
CME · US
CME Group Long-Term Value Investment Analysis May 24, 2026 Watch
47 /100
Weak
71/100 Jun 11, 2026
129
Ameriprise Financial, Inc.
AMP · US
Ameriprise Financial Wealth Management Deep-Dive May 23, 2026 Watch
47 /100
Weak
85/100 Jun 11, 2026
130
Thomson Reuters Corporation
TRI · US
Thomson Reuters: A Long-Term Owner's Perspective May 23, 2026 Watch
47 /100
Weak
79/100 Jun 11, 2026
131
Abbott Laboratories
ABT · US
Abbott Laboratories Long-Term Value Investment Research May 21, 2026 Watch
47 /100
Weak
71/100 Jun 10, 2026
132
CoStar Group, Inc.
CSGP · US
CoStar Group Deep Value Investment Analysis May 21, 2026 Watch
47 /100
Weak
— Jun 10, 2026
133
Nexans S.A.
NEX · Paris
Nexans: A Subsea Margin Story the Price Has Largely Absorbed Aug 26, 2026 Hold
46 /100
Weak
46/100 Aug 26, 2026
134
Wärtsilä Oyj Abp
WRT1V · HE
Wärtsilä: A Record EUR 2.849 Billion Order Quarter, 57% of Sales from Service, and No Margin of Safety at EUR 29.46 Aug 24, 2026 Hold
46 /100
Weak
52/100 Aug 24, 2026
135
Exponent, Inc.
EXPO · US
Exponent: A PhD-Dense Expert Franchise Whose Reacceleration Is Real but Already Priced Aug 17, 2026 Hold
46 /100
Weak
94/100 Aug 19, 2026
136
ABB Ltd
ABBN · SW
ABB Ltd: 58% Electrification Order Growth, and a 19.5x EBITDA Test of Capital Discipline Aug 11, 2026 Hold
46 /100
Weak
77/100 Aug 11, 2026
137
KONE Oyj
KNEBV · HE
KONE Oyj: 1.8 Million Units of Recurring Service, and a EUR 29.4bn Bet on Scale Aug 11, 2026 Hold
46 /100
Weak
87/100 Aug 12, 2026
138
Qualcomm Incorporated
QCOM · US
Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount? Aug 7, 2026 Hold
46 /100
Weak
55/100 Aug 7, 2026
139
Eaton Corporation plc
ETN · US
Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of Safety Aug 5, 2026 Hold
46 /100
Weak
69/100 Aug 5, 2026
140
Merck & Co., Inc.
MRK · US
Merck & Co.: KEYTRUDA and QLEX Generated 50.4% of Second-Quarter Revenue While Subcutaneous Sales Rose to 463 Million Dollars Before the 2028 Patent Cliff Aug 5, 2026 Hold
46 /100
Weak
71/100 Aug 5, 2026
141
L’Oréal S.A.
OR · Paris
L’Oréal: Record First-Half Margins and a Broad-Based Recovery, but 30 Times Earnings Already Prices In the China and Gucci Upside Aug 5, 2026 Hold
46 /100
Weak
88/100 Aug 5, 2026
142
BAE Systems plc
BA · LSE
BAE Systems: The Portfolio Moat Is Genuine, but at 20.27 GBP the Rerating Has Already Outrun Earnings Growth Jul 30, 2026 Hold
46 /100
Weak
82/100 Jul 30, 2026
143
SS&C Technologies Holdings, Inc.
SSNC · US
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap Enough Jul 18, 2026 Hold
46 /100
Weak
57/100 Jul 18, 2026
144
Thales S.A.
HO · Paris
Thales: A Genuine Defence-Electronics Quality Compounder, Priced Like the Best Case Is Already Locked In Jul 7, 2026 Hold
46 /100
Weak
77/100 Jul 7, 2026
145
FUJIFILM Holdings Corporation
4901 · TSE
FUJIFILM Holdings: A Proven Reinventor Now Tested on Returns, Not Survival Jun 28, 2026 Hold
46 /100
Weak
— Jun 28, 2026
146
ALS Limited
ALQ · AU
ALS Limited: A High-Quality Compounder with a Cyclical Sidecar Jun 18, 2026 Hold
46 /100
Weak
— Jun 19, 2026
147
Airbus SE
AIR · Paris
Airbus SE Deep-Dive Research Jun 15, 2026 Hold
46 /100
Weak
58/100 Jun 15, 2026
148
King Yuan Electronics Co., Ltd.
2449 · Taiwan
KYEC Deep-Dive Research Jun 14, 2026 Hold
46 /100
Weak
54/100 Jun 14, 2026
149
Hygon Information Technology Co., Ltd.
688041 · Shanghai
Hygon Information In-Depth Research Jun 11, 2026 Hold
46 /100
Weak
28/100 Jun 11, 2026
150
Mitsubishi Heavy Industries, Ltd.
7011 · TSE
Mitsubishi Heavy Industries (7011.TSE) Zen Horizon Deep-Dive Report Jun 9, 2026 Watch
46 /100
Weak
— Jun 10, 2026
151
Subsea 7 S.A.
SUBC · OL
Subsea 7 (SUBC.OL) Zen Horizon Research Report Jun 9, 2026 Watch
46 /100
Weak
32/100 Jun 10, 2026
152
Novartis AG
NVS · US
Novartis (NVS) Zen Horizon Research Report Jun 8, 2026 Hold
46 /100
Weak
78/100 Jun 10, 2026
153
nVent Electric plc
NVT · US
nVent Electric (NVT) Zen Horizon Research Report Jun 8, 2026 Hold
46 /100
Weak
48/100 Jun 10, 2026
154
Ambarella, Inc.
AMBA · US
Ambarella Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
46 /100
Weak
— Jun 10, 2026
155
SiTime Corporation
SITM · US
SiTime (SITM) Zen Horizon Research Report Jun 5, 2026 Watch
46 /100
Weak
— Jun 10, 2026
156
Erie Indemnity Company
ERIE · US
Erie Indemnity Company: In-Depth Research from a Long-Term Business Owner's Perspective May 31, 2026 Watch
46 /100
Weak
— Jun 10, 2026
157
Tyler Technologies, Inc.
TYL · US
Tyler Technologies Deep Value Investment Research May 30, 2026 Watch
46 /100
Weak
— Jun 10, 2026
158
HCA Healthcare, Inc.
HCA · US
HCA Healthcare: A Long-Term Owner's View May 26, 2026 Watch
46 /100
Weak
75/100 Jun 11, 2026
159
International Business Machines Corporation
IBM · US
IBM Long-Term Owner's Perspective Research May 25, 2026 Watch
46 /100
Weak
71/100 Jun 10, 2026
160
American Express Company
AXP · US
American Express Closed-Loop Payments Platform Research May 23, 2026 Watch
46 /100
Weak
89/100 Jun 10, 2026
161
Paychex, Inc.
PAYX · US
Paychex Investment Research Report May 22, 2026 Watch
46 /100
Weak
91/100 Jun 10, 2026
162
Hangzhou Hikvision Digital Technology Co., Ltd.
002415 · Shenzhen
Hikvision: A 39.6% H1 Profit Jump on a 49.97% Gross Margin Is Real, but Inventory Absorbed CNY 9.23bn of Cash and CNY 33.11 Sits Only Around Conservative Value Sep 24, 2026 Hold
45 /100
Weak
88/100 Sep 24, 2026
163
Hangcha Group Co., Ltd.
603298 · Shanghai
Hangcha Group: Gross Margin Up to 24.6% on Less Than 9% Revenue Growth, Robotics at 7% of Sales with Undisclosed Economics, and Three-Year Cash Conversion of 79% Sep 21, 2026 Hold
45 /100
Weak
76/100 Sep 21, 2026
164
Compass Group PLC
CPG · LSE
Compass Group: A Fifth Year of 4–5% Net-New Business and 96% Retention Make the Compounding Real, but at $31.10 a 5.1% Owner-Earnings Yield and 1.7x Leverage Leave No Conservative-Case Margin of Safety Sep 18, 2026 Hold
45 /100
Weak
57/100 Sep 18, 2026
165
Hongfa Technology Co., Ltd.
600885 · Shanghai
Hongfa Technology: 3.464bn Relays, a 32% Top Line That Yielded CNY 114m of Cash, and CNY 34.73 at the Hold-Band Floor Sep 16, 2026 Hold
45 /100
Weak
79/100 Sep 16, 2026
166
ANDRITZ AG
ANDR · VI
ANDRITZ: Service Reached 46% of Revenue, but the Record Backlog Is Hydro-Heavy and Margin-Dilutive Aug 19, 2026 Hold
45 /100
Weak
81/100 Aug 19, 2026
167
NewMarket Corporation
NEU · US
NewMarket Corporation: The Cash Cow, the Rocket-Propellant Option, and What the Market Now Prices Aug 19, 2026 Hold
45 /100
Weak
82/100 Aug 19, 2026
168
Tianshui Huatian Technology Co., Ltd.
002185 · Shenzhen
Tianshui Huatian: A Transition Story the Market Is Already Paying For Jul 23, 2026 Hold
45 /100
Weak
— Jul 23, 2026
169
Luxshare Precision Industry Co., Ltd.
002475 · Shenzhen
Luxshare Precision: A Good Company, but Only a Fair Price Jul 21, 2026 Hold
45 /100
Weak
64/100 Jul 21, 2026
170
Daiichi Sankyo Company, Limited
4568 · TSE
Daiichi Sankyo: A World-Class ADC Franchise, Priced as If the Supply Crisis Is Already Resolved Jul 21, 2026 Hold
45 /100
Weak
— Jul 21, 2026
171
BioMarin Pharmaceutical Inc.
BMRN · US
BioMarin Pharmaceutical: A Rare-Disease Cash Engine in Transition Jun 29, 2026 Hold
45 /100
Weak
— Jun 29, 2026
172
TAL Education Group
TAL · US
TAL Education Group: A Cash-Rich Rebuild with a Hardware Question Jun 18, 2026 Hold
45 /100
Weak
40/100 Jun 19, 2026
173
Intertek Group plc
ITRK · LSE
Intertek: Quality Compounder on a Takeover Bid Jun 17, 2026 Hold
45 /100
Weak
75/100 Jun 18, 2026
174
Viasat, Inc.
VSAT · US
Viasat Satellite Communications Deep-Dive Jun 15, 2026 Hold
45 /100
Weak
— Jun 15, 2026
175
Toyota Motor Corporation
7203 · TSE
Toyota Motor Deep Dive: The World's Largest Automaker, With Hybrid Vehicles and Financial Services as Its Profit Base Jun 12, 2026 Hold
45 /100
Weak
— Jun 12, 2026
176
iFLYTEK Co., Ltd.
002230 · Shenzhen
iFLYTEK (002230.SHE) Zen Horizon Research Report Jun 9, 2026 Watch
45 /100
Weak
— Jun 10, 2026
177
Givaudan SA
GIVN · SW
Givaudan SA (GIVN.SW) Zen Horizon Research Report Jun 8, 2026 Watch
45 /100
Weak
86/100 Jun 10, 2026
178
Schneider Electric SE
SU · Paris
Schneider Electric (SU.PA) Zen Horizon Research Report Jun 5, 2026 Watch
45 /100
Weak
68/100 Jun 10, 2026
179
Infineon Technologies AG
IFX · XETRA
Infineon Technologies Zen Horizon Framework Deep-Dive Research Jun 4, 2026 Watch
45 /100
Weak
— Jun 10, 2026
180
Planet Labs PBC
PL · US
Planet Labs (PL) Research from a Long-Term Owner's Perspective Jun 4, 2026 Avoid
45 /100
Weak
— Jun 10, 2026
181
FactSet Research Systems Inc.
FDS · US
FactSet Research Systems Deep Value Investment Research May 31, 2026 Cautious Buy
45 /100
Weak
92/100 Jun 10, 2026
182
Jack Henry & Associates, Inc.
JKHY · US
Jack Henry & Associates Deep Value Investment Analysis May 31, 2026 Watch
45 /100
Weak
95/100 Jun 10, 2026
183
Snap-on Incorporated
SNA · US
Snap-on Deep Value Investment Research May 30, 2026 Watch
45 /100
Weak
95/100 Jun 10, 2026
184
Trimble Inc.
TRMB · US
Trimble Deep Value Investment Research May 30, 2026 Watch
45 /100
Weak
— Jun 10, 2026
185
SANY Heavy Industry Co., Ltd.
600031 · Shanghai
SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic Recovery May 28, 2026 Hold
45 /100
Weak
59/100 Jun 10, 2026
186
Public Storage
PSA · US
Public Storage: An In-Depth Value-Investing Analysis May 27, 2026 Watch
45 /100
Weak
78/100 Jun 11, 2026
187
Republic Services, Inc.
RSG · US
Republic Services: An In-Depth Value Study May 26, 2026 Watch
45 /100
Weak
67/100 Jun 11, 2026
188
Simon Property Group, Inc.
SPG · US
Simon Property Group: A Long-Term Owner's Perspective May 26, 2026 Hold
45 /100
Weak
76/100 Jun 11, 2026
189
The Walt Disney Company
DIS · US
Disney: A Long-Term Owner's Perspective May 25, 2026 Watch
45 /100
Weak
39/100 Jun 10, 2026
190
The Home Depot, Inc.
HD · US
The Home Depot: A Value Investing Deep Dive May 25, 2026 Watch
45 /100
Weak
78/100 Jun 10, 2026
191
Akamai Technologies, Inc.
AKAM · US
Akamai: Edge Infrastructure and Security Platform Research May 23, 2026 Watch
45 /100
Weak
— Jun 10, 2026
192
Solaris Energy Infrastructure, Inc.
SEI · US
Solaris Energy Infrastructure: In-Depth Research Report May 20, 2026 Watch
45 /100
Weak
— Jun 10, 2026
193
Zhejiang Dingli Machinery Co., Ltd.
603338 · Shanghai
Zhejiang Dingli: H1 Revenue Grew 24.9% and Its 20.6% EU Duty Beats Rivals at 35–49%, but Cash Conversion Fell to 0.32x and CNY 53.87 Sits 28% Above the CNY 42 Conservative Value Ahead of Final U.S. Duty Rulings Sep 18, 2026 Watch
44 /100
Weak
76/100 Sep 18, 2026
194
MSA Safety Incorporated
MSA · US
MSA Safety: Adjusted Operating Margin Reached 24.1% on 3.2% Organic Growth, 744 Million USD Went Into Two Detection Acquisitions in Fourteen Months, and 179.82 USD Sits 50% Above the 120 USD Ideal Buy Ceiling Sep 17, 2026 Hold
44 /100
Weak
69/100 Sep 17, 2026
195
Ningbo Deye Technology Corporation
605117 · Shanghai
Ningbo Deye: H1 Operating Cash Flow Was 1.54x Net Income, but CNY 4.071bn of It Came from Expanding Supplier Credit Sep 13, 2026 Hold
44 /100
Weak
74/100 Sep 13, 2026
196
VINCI SA
DG · Paris
VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 2036 Sep 11, 2026 Hold
44 /100
Weak
55/100 Sep 11, 2026
197
Investor AB (publ)
INVE-B · ST
Investor AB: Q2 2026 Adjusted NAV of SEK 1,214.7bn or SEK 397 per Share Leaves the SEK 402.75 Quote at a 1.45% Premium Instead of the 7% to 13% Discount Normal in 2021 to 2025 Sep 11, 2026 Hold
44 /100
Weak
47/100 Sep 11, 2026
198
LVMH Moët Hennessy Louis Vuitton SE
MC · Paris
LVMH Moet Hennessy Louis Vuitton SE: Fashion & Leather Goods Supplies 71% of H1 2026 Recurring Operating Profit, and EUR 426.55 Sits 33% Above the EUR 320 Conservative Value Sep 9, 2026 Hold
44 /100
Weak
83/100 Sep 9, 2026
199
HENSOLDT AG
HAG · XETRA
HENSOLDT AG: Can the Order Flood Pass Through the Narrow Gate of Capacity, Margin and Cash? Sep 6, 2026 Hold
44 /100
Weak
— Sep 6, 2026
200
Metso Oyj
METSO · HE
Metso: A 56% Aftermarket Mix, an 18.0% Minerals Margin, and 30 Times Earnings Aug 30, 2026 Hold
44 /100
Weak
— Aug 30, 2026