301
Akamai Technologies, Inc.
AKAM · US
Akamai: Edge Infrastructure and Security Platform Research May 23, 2026 Watch
45 /100
Weak
— Jun 10, 2026
302
Align Technology, Inc.
ALGN · US
Align Technology: Digital Orthodontics Platform Study May 23, 2026 Watch
45 /100
Weak
85/100 Jun 11, 2026
303
AMETEK, Inc.
AME · US
AMETEK Precision Instruments and Industrial Technology Research May 23, 2026 Watch
45 /100
Weak
77/100 Jun 11, 2026
304
American Tower Corporation
AMT · US
American Tower: Long-Term Value Study of a Communications-Tower REIT May 23, 2026 Watch
45 /100
Weak
78/100 Jun 11, 2026
305
Cisco Systems, Inc.
CSCO · US
Cisco Systems: A Value-Investing Deep Dive May 22, 2026 Watch
45 /100
Weak
87/100 Jun 11, 2026
306
Fastenal Company
FAST · US
Fastenal Company: An In-Depth Value Study May 22, 2026 Watch
45 /100
Weak
94/100 Jun 11, 2026
307
Insmed Incorporated
INSM · US
Insmed: A Deep-Dive Value Investing Research Report May 22, 2026 Watch
45 /100
Weak
— Jun 11, 2026
308
Keurig Dr Pepper Inc.
KDP · US
Keurig Dr Pepper: A Long-Term Business Owner's Perspective May 22, 2026 Watch —
45 /100
Weak
— Jun 11, 2026
309
NXP Semiconductors N.V.
NXPI · US
NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business Owner May 22, 2026 Watch
45 /100
Weak
65/100 Jun 10, 2026
310
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
311
Arch Capital Group Ltd.
ACGL · US
Arch Capital Group Ltd. Deep Value Research May 21, 2026 Cautious Buy
45 /100
Weak
— Jun 10, 2026
312
Costco Wholesale Corporation
COST · US
Costco: A Deep-Dive Value Investing Analysis May 21, 2026 Watch
45 /100
Weak
87/100 Jun 10, 2026
313
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
314
Coherent Corp.
COHR · US
Coherent: A Deep-Dive Value Investing Study May 20, 2026 Watch
45 /100
Weak
— Jun 10, 2026
315
Solaris Energy Infrastructure, Inc.
SEI · US
Solaris Energy Infrastructure: In-Depth Research Report May 20, 2026 Watch
45 /100
Weak
— Jun 10, 2026
316
Tempus AI, Inc.
TEM · US
Tempus AI: A Long-Term Owner's Perspective May 17, 2026 Watch
45 /100
Weak
— Jun 11, 2026
317
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
318
Itaú Unibanco Holding S.A.
ITUB · US
Itaú Unibanco: A 24.3% ROE on 1.9% NPLs, Fee-and-Insurance Guidance Cut to 2–5%, and 2.28 Times Book That Already Prices Durable Excess Returns Sep 23, 2026 Hold
44 /100
Weak
— Sep 23, 2026
319
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
320
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
321
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
322
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
323
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
324
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
325
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
326
Shenzhou International Group Holdings Limited
2313 · HK
Shenzhou International: 22.6% H1 Gross Margin and 75.9% Customer Concentration Leave No Conservative Margin of Safety at HK$36.58 Sep 1, 2026 Hold
44 /100
Weak
78/100 Sep 1, 2026
327
DICK'S Sporting Goods, Inc.
DKS · US
DICK'S Sporting Goods: A 12.6% Core Margin, a Loss-Making Foot Locker, and 11.8 Times Earnings Aug 30, 2026 Watch
44 /100
Weak
73/100 Aug 30, 2026
328
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
329
Lamar Advertising Company
LAMR · US
Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of Safety Aug 27, 2026 Hold
44 /100
Weak
71/100 Aug 29, 2026
330
Sterling Infrastructure, Inc.
STRL · US
Sterling Infrastructure: A 49% Organic Quarter, a 50% Drawdown, and Still 25 Times 2026 Earnings Aug 27, 2026 Hold
44 /100
Weak
66/100 Aug 27, 2026
331
ACS, Actividades de Construcción y Servicios, S.A.
ACS · MC
ACS Equity Research: Construction Scale, AI Infrastructure, and the Cost of a Re-rating Aug 21, 2026 Hold
44 /100
Weak
72/100 Aug 22, 2026
332
Sandvik AB
SAND · ST
Sandvik AB: A Record 22.6% Margin With SEK 550 Million of Tungsten Inside It, and No Margin of Safety at SEK 368.70 Aug 21, 2026 Hold
44 /100
Weak
79/100 Aug 22, 2026
333
Simpson Manufacturing Co., Inc.
SSD · US
Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17% Aug 19, 2026 Hold
44 /100
Weak
81/100 Aug 19, 2026
334
adidas AG
ADS · XETRA
adidas AG: Record Revenue, Record Doubt, and the Economics of a World Cup Aug 9, 2026 Hold
44 /100
Weak
55/100 Aug 9, 2026
335
MYR Group Inc.
MYRG · US
MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings Aug 8, 2026 Hold
44 /100
Weak
61/100 Aug 8, 2026
336
Crane Company
CR · US
Crane Company: Aerospace Compounds on Its Own, but Four-Fifths of the Headline Growth Was Bought and 32 Times Earnings Leaves No Cushion Aug 6, 2026 Hold
44 /100
Weak
78/100 Aug 6, 2026
337
HANMI Semiconductor Co., Ltd.
042700 · Korea
HANMI Semiconductor: Q2 Operating Margin Hit a Record 51.9%, but 95.5 Times Earnings Prices a Single-Generation Moat Aug 3, 2026 Hold
44 /100
Weak
— Aug 3, 2026
338
Kulicke and Soffa Industries, Inc.
KLIC · US
Kulicke & Soffa: A Proven Wire-Bonding Franchise Testing an Unproven TCB Re-Rating Aug 1, 2026 Hold
44 /100
Weak
— Aug 1, 2026
339
Jiangsu Hengli Hydraulic Co., Ltd.
601100 · Shanghai
Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot Story Jul 25, 2026 Hold
44 /100
Weak
59/100 Jul 25, 2026
340
Telefonaktiebolaget LM Ericsson
ERIC-B · ST
Telefonaktiebolaget LM Ericsson Jul 22, 2026 Hold
44 /100
Weak
39/100 Jul 23, 2026
341
MasTec, Inc.
MTZ · US
MasTec, Inc. Jul 22, 2026 Hold
44 /100
Weak
38/100 Jul 22, 2026
342
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
343
Hangzhou Tigermed Consulting Co., Ltd.
300347 · Shenzhen
Hangzhou Tigermed: A Genuine China CRO Recovery, Priced Ahead of Clean Earnings Jul 16, 2026 Hold
44 /100
Weak
— Jul 16, 2026
344
Eckert & Ziegler SE
EUZ · XETRA
Eckert & Ziegler SE: A Better Business, Not Yet a Better Price Jul 15, 2026 Hold
44 /100
Weak
76/100 Jul 15, 2026
345
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
346
Sieyuan Electric Co., Ltd.
002028 · Shenzhen
Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of Safety Jul 11, 2026 Watch
44 /100
Weak
63/100 Jul 11, 2026
347
RBC Bearings Incorporated
RBC · US
RBC Bearings: The Moat Is Real, but the Price Already Assumes the Aerospace-Defense Story Is Finished Jul 8, 2026 Watch
44 /100
Weak
— Jul 8, 2026
348
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
349
Black Sesame International Holding Limited
2533 · HK
Black Sesame International: Credible Challenger, Unproven Cash Conversion Jun 28, 2026 Hold
44 /100
Weak
— Jun 28, 2026
350
Zhejiang Shuanghuan Driveline Co., Ltd.
002472 · Shenzhen
Zhejiang Shuanghuan Driveline: A Precision-Gear Cash Engine Carrying a Still-Optional Robot-Reducer Bet Jun 25, 2026 Hold
44 /100
Weak
46/100 Jun 25, 2026
351
OR Royalties Inc.
OR · US
OR Royalties: A Mid-Tier Royalty Franchise Re-Rating With Visible Growth, Priced Around Fair Value Jun 25, 2026 Hold
44 /100
Weak
28/100 Jun 25, 2026
352
Shenzhen Zhaowei Machinery & Electronics Co., Ltd.
003021 · Shenzhen
Shenzhen Zhaowei: A Real Precision Micro-Drive Business Undergoing a Thematic Robot Re-Rating Jun 24, 2026 Hold
44 /100
Weak
— Jun 24, 2026
353
Renesas Electronics Corporation
6723 · TSE
Renesas: A Cyclical Embedded Compounder Priced for a Transition Still Unproven Jun 21, 2026 Hold
44 /100
Weak
— Jun 21, 2026
354
OMRON Corporation
6645 · TSE
Omron Corporation: A Company in Transition, Fairly Priced Jun 18, 2026 Hold
44 /100
Weak
— Jun 19, 2026
355
SGS SA
SGSN · SW
SGS: High-Quality TIC Compounder at Full Value Jun 17, 2026 Hold
44 /100
Weak
74/100 Jun 18, 2026
356
Snap Inc.
SNAP · US
Snap Inc.: Repaired Cash, Unproven Ad Rerating Jun 17, 2026 Watch
44 /100
Weak
— Jun 18, 2026
357
FANUC CORPORATION
6954 · TSE
FANUC In-Depth Research Jun 15, 2026 Hold
44 /100
Weak
— Jun 15, 2026
358
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
359
Shenzhen LDROBOT Co., Ltd.
1236 · HK
LDROBOT In-Depth Research Jun 11, 2026 Watch
44 /100
Weak
— Jun 11, 2026
360
MetaX Integrated Circuits (Shanghai) Co., Ltd.
688802 · Shanghai
In-Depth Research on MetaX Jun 11, 2026 Avoid
44 /100
Weak
— Jun 11, 2026
361
Ibiden Co., Ltd.
4062 · TSE
Long-Term Value Research on Ibiden Jun 9, 2026 Watch
44 /100
Weak
— Jun 10, 2026
362
Quanta Computer
2382 · Taiwan
Quanta (2382.TW) Zen Horizon Research Report Jun 8, 2026 Hold
44 /100
Weak
72/100 Jun 10, 2026
363
Vestas Wind Systems A/S
VWS · CO
Vestas Wind Systems A/S (VWS.CO) Zen Horizon Research Report Jun 8, 2026 Cautious Buy
44 /100
Weak
38/100 Jun 10, 2026
364
Illumina
ILMN · US
Illumina Zen Horizon Framework Deep-Dive Research Jun 7, 2026 Watch
44 /100
Weak
— Jun 10, 2026
365
Kratos Defense
KTOS · US
Kratos Defense Zen Horizon Framework Deep-Dive Research Jun 7, 2026 Watch
44 /100
Weak
— Jun 10, 2026
366
Sony Group Corporation
6758 · TSE
Sony Group Zen Horizon Framework Deep-Dive Research Jun 5, 2026 Hold
44 /100
Weak
— Jun 10, 2026
367
Hexcel Corporation
HXL · US
Hexcel Long-Term Owner's View Research Jun 3, 2026 Watch
44 /100
Weak
— Jun 10, 2026
368
Brown-Forman Corporation
BF-B · US
Brown-Forman Deep Value Analysis May 31, 2026 Watch
44 /100
Weak
92/100 Jun 10, 2026
369
Pool Corporation
POOL · US
Pool Corporation Value Investment Deep-Dive Report May 31, 2026 Watch
44 /100
Weak
78/100 Jun 10, 2026
370
IDEX Corporation
IEX · US
IDEX Corporation Deep Value Investment Research May 30, 2026 Watch
44 /100
Weak
82/100 Jun 10, 2026
371
Moderna, Inc.
MRNA · US
Moderna: A Long-Term Business Owner's Perspective May 30, 2026 Watch
44 /100
Weak
— Jun 10, 2026
372
Nordson Corporation
NDSN · US
Nordson Deep Value Investment Research May 30, 2026 Watch
44 /100
Weak
88/100 Jun 10, 2026
373
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
374
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
375
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
376
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
377
Willis Towers Watson Public Limited Company
WTW · US
WTW: An Investment Analysis from a Long-Term Business Owner's Perspective May 29, 2026 Watch
44 /100
Weak
— Jun 10, 2026
378
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
379
Dover Corporation
DOV · US
Dover Corporation Deep Value Investment Research May 28, 2026 Watch
44 /100
Weak
88/100 Jun 10, 2026
380
Qnity Electronics, Inc.
Q · US
Qnity Electronics: A Long-Term Business Owner's Perspective May 28, 2026 Watch
44 /100
Weak
— Jun 10, 2026
381
Tapestry, Inc.
TPR · US
Tapestry: A Deep-Dive Investment Study May 28, 2026 Watch
44 /100
Weak
53/100 Jun 10, 2026
382
Corteva, Inc.
CTVA · US
Corteva Deep Value Investment Analysis May 27, 2026 Watch
44 /100
Weak
— Jun 11, 2026
383
L3Harris Technologies, Inc.
LHX · US
L3Harris Technologies: A Deep-Dive Value Investing Analysis May 27, 2026 Watch
44 /100
Weak
— Jun 11, 2026
384
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
385
Yum! Brands, Inc.
YUM · US
Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective May 27, 2026 Watch
44 /100
Weak
78/100 Jun 10, 2026
386
Digital Realty Trust, Inc.
DLR · US
Digital Realty: An In-Depth Value Investing Analysis May 26, 2026 Watch
44 /100
Weak
— Jun 11, 2026
387
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
388
McKesson Corporation
MCK · US
McKesson: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
65/100 Jun 11, 2026
389
Marsh & McLennan Companies, Inc.
MRSH · US
Marsh: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
— Jun 11, 2026
390
Royal Caribbean Group
RCL · US
Royal Caribbean: A Deep-Dive Value Investing Analysis May 26, 2026 Watch
44 /100
Weak
7/100 Jun 11, 2026
391
The Sherwin-Williams Company
SHW · US
The Sherwin-Williams Company: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
79/100 Jun 11, 2026
392
The Travelers Companies, Inc.
TRV · US
Travelers Companies Deep Value Investment Research May 26, 2026 Watch
44 /100
Weak
— Jun 11, 2026
393
Waste Management, Inc.
WM · US
WM: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
72/100 Jun 11, 2026
394
Berkshire Hathaway Inc.
BRK-B · US
Berkshire Hathaway Deep Value Study: A Fair Price for a Great Company May 25, 2026 Hold
44 /100
Weak
— Jun 10, 2026
395
JPMorgan Chase & Co.
JPM · US
JPMorgan Chase: A Value-Investing Analysis Through a Long-Term Business Owner's Lens May 25, 2026 Watch
44 /100
Weak
— Jun 10, 2026
396
The Procter & Gamble Company
PG · US
P&G Deep-Dive Value Research Report May 25, 2026 Watch
44 /100
Weak
84/100 Jun 10, 2026
397
The Charles Schwab Corporation
SCHW · US
Charles Schwab: A Long-Term Owner's Perspective May 25, 2026 Watch
44 /100
Weak
68/100 Jun 11, 2026
398
The Bank of New York Mellon Corporation
BK · US
BNY Mellon Long-Term Value Investment Research May 24, 2026 Watch
44 /100
Weak
— Jun 10, 2026
399
Brown & Brown, Inc.
BRO · US
Brown & Brown: A Deep-Dive Value Investment Analysis May 24, 2026 Cautious Buy
44 /100
Weak
— Jun 10, 2026
400
Carrier Global Corporation
CARR · US
Carrier Global: A Deep Value Investing Analysis May 24, 2026 Watch
44 /100
Weak
— Jun 10, 2026