401
The Timken Company
TKR · US
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished Jul 8, 2026 Hold
38 /100
Weak
65/100 Jul 8, 2026
402
Coeur Mining, Inc.
CDE · US
Coeur Mining: A Stronger Seven-Mine Platform, No Longer Cheap Enough to Ignore the Cycle Jul 2, 2026 Hold
38 /100
Weak
21/100 Jul 2, 2026
403
Hecla Mining Company
HL · US
Hecla Mining: A Cleaner, Debt-Free Silver Major Still Priced Without a Margin of Safety Jun 29, 2026 Hold
38 /100
Weak
21/100 Jun 29, 2026
404
Carl Zeiss Meditec AG
AFX · XETRA
Carl Zeiss Meditec: A High-Grade Ophthalmology Franchise Forced to Relearn Its Operating Model in China Jun 26, 2026 Watch
38 /100
Weak
— Jun 26, 2026
405
Barrick Mining Corporation
B · US
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value Jun 25, 2026 Hold
38 /100
Weak
41/100 Jun 25, 2026
406
Inspur Electronic Information Industry Co., Ltd.
000977 · Shenzhen
Inspur Information Deep-Dive Research Jun 14, 2026 Hold
38 /100
Weak
57/100 Jun 14, 2026
407
Voyager Technologies, Inc.
VOYG · US
Voyager Technologies Research from a Long-Term Owner's Perspective Jun 4, 2026 Watch
38 /100
Weak
— Jun 5, 2026
408
Henry Schein, Inc.
HSIC · US
Henry Schein Investment Research from a Long-Term Business Owner's Perspective May 31, 2026 Watch
38 /100
Weak
— Jun 7, 2026
409
Alliant Energy Corporation
LNT · US
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective May 30, 2026 Watch
38 /100
Weak
53/100 Jun 10, 2026
410
Nestlé S.A.
NESN · SW
Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of Safety Sep 5, 2026 Hold
37 /100
Weak
80/100 Sep 5, 2026
411
Mueller Industries, Inc.
MLI · US
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value Aug 31, 2026 Hold
37 /100
Weak
72/100 Aug 31, 2026
412
Reliance, Inc.
RS · US
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band Aug 30, 2026 Hold
37 /100
Weak
65/100 Aug 30, 2026
413
Encompass Health Corporation
EHC · US
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety Aug 25, 2026 Hold
37 /100
Weak
73/100 Aug 25, 2026
414
Swisscom AG
SCMN · SW
Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 635 Aug 20, 2026 Hold
37 /100
Weak
78/100 Aug 20, 2026
415
Pfizer Inc.
PFE · US
Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 Aug 7, 2026 Hold
37 /100
Weak
— Aug 7, 2026
416
The Boeing Company
BA · US
Boeing: Second-Quarter Free Cash Flow Turned Positive, but 45–50 Times Owner Earnings Already Prices the Recovery Aug 3, 2026 Hold
37 /100
Weak
— Aug 3, 2026
417
Booz Allen Hamilton Holding Corporation
BAH · US
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value Aug 1, 2026 Hold
37 /100
Weak
76/100 Aug 1, 2026
418
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghai
Changzhou Juhe: Real Moat, Unproven Second Curve Jul 13, 2026 Hold
37 /100
Weak
42/100 Jul 13, 2026
419
China XD Electric Co., Ltd.
601179 · Shanghai
China XD Electric: A Real UHV Upcycle, Priced Like It's Already Proven Jul 11, 2026 Hold
37 /100
Weak
— Jul 11, 2026
420
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghai
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround Jul 1, 2026 Hold
37 /100
Weak
— Jul 1, 2026
421
ICON plc
ICLR · US
ICON plc In-Depth Research Jun 12, 2026 Hold
37 /100
Weak
— Jun 13, 2026
422
Wolfspeed, Inc.
WOLF · US
Wolfspeed Deep Dive: A vertically integrated silicon carbide pure play with scarce assets, but margins and per-share value are still underwater Jun 12, 2026 Watch
37 /100
Weak
— Jun 13, 2026
423
Shanghai Biren Technology Co., Ltd.
6082 · HK
Biren Technology Deep-Dive Research Jun 11, 2026 Watch
37 /100
Weak
— Jun 11, 2026
424
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. Jun 9, 2026 Watch
37 /100
Weak
— Jun 9, 2026
425
LongBio Pharma
1779 · HK
LongBio Pharma-B Vertical and Horizontal Analysis Jun 3, 2026 Watch
37 /100
Weak
— Jun 5, 2026
426
Hormel Foods Corporation
HRL · US
Hormel Foods Deep Value Investment Research May 31, 2026 Watch
37 /100
Weak
— Jun 8, 2026
427
Viper Energy, Inc.
VNOM · US
Viper Energy Deep-Dive Research May 31, 2026 Hold
37 /100
Weak
— Jun 5, 2026
428
Eni S.p.A.
ENI · MI
Eni: One-Third of Pro Forma EBIT Now Sits Outside the Consolidated Perimeter, and EUR 23 Already Pays for Both the Satellite Rerating and USD 104 Brent Sep 7, 2026 Hold
36 /100
Weak
— Sep 7, 2026
429
Recursion Pharmaceuticals, Inc.
RXRX · US
Recursion Pharmaceuticals: A Sub-$375m Cost Reset Buys Runway into Early 2028, but $3.63 Already Pays for About 66% of a $1.28bn Platform Option Sep 5, 2026 Watch
36 /100
Weak
— Sep 6, 2026
430
Chow Tai Seng Jewellery Co., Ltd.
002867 · Shenzhen
Chow Tai Seng: FY2025 Revenue Fell 36.54% While Profit Rose 9.22%, But at CNY 12.93 the Shares Sit 33-49% Above the CNY 8.7-9.7 Conservative Value Aug 11, 2026 Hold
36 /100
Weak
— Aug 11, 2026
431
Kinross Gold Corporation
KGC · US
Kinross Gold: A Gold-Levered Cash Machine in Transition, but at 23.50 USD the Unresolved Cost Gap Leaves No Margin of Safety Jul 30, 2026 Hold
36 /100
Weak
27/100 Jul 30, 2026
432
Plug Power Inc.
PLUG · US
Plug Power: A Real Turnaround With Zero Margin of Safety Jul 24, 2026 Watch
36 /100
Weak
— Jul 24, 2026
433
CGN Power Co., Ltd.
003816 · Shenzhen
CGN Power: A Real Nuclear Moat, but No Margin of Safety Yet Jul 23, 2026 Hold
36 /100
Weak
— Jul 24, 2026
434
Sanmina Corporation
SANM · US
Sanmina Corporation Jul 23, 2026 Hold
36 /100
Weak
54/100 Jul 23, 2026
435
Trina Solar Co., Ltd.
688599 · Shanghai
Trina Solar: Surviving the Solar Glut While the Old Profit Engine Is Still Underwater Jul 16, 2026 Hold
36 /100
Weak
— Jul 16, 2026
436
Aeva Technologies, Inc.
AEVA · US
Aeva Technologies: A Genuine LiDAR Re-Rating, Priced As If 2028 Is Already Won Jul 5, 2026 Watch
36 /100
Weak
— Jul 5, 2026
437
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof Jun 29, 2026 Hold
36 /100
Weak
— Jun 29, 2026
438
Gold Fields Limited
GFI · US
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk Jun 25, 2026 Cautious Buy
36 /100
Weak
39/100 Jun 25, 2026
439
BlackSky Technology, Inc.
BKSY · US
BlackSky Technology Research from a Long-Term Owner's Perspective Jun 4, 2026 Avoid
36 /100
Weak
— Jun 5, 2026
440
Host Hotels & Resorts, Inc.
HST · US
Host Hotels & Resorts Deep Value Investment Research May 30, 2026 Watch
36 /100
Weak
26/100 Jun 10, 2026
441
Stanley Black & Decker, Inc.
SWK · US
Stanley Black & Decker Deep Value Investment Research May 30, 2026 Watch
36 /100
Weak
— Jun 7, 2026
442
Aker BP ASA
AKRBP · OL
Aker BP ASA: The 2028 Cash Inflection Is Sanctioned and Tax-Shielded, but NOK 356 Leaves No Conservative Margin of Safety Sep 4, 2026 Hold
35 /100
Weak
41/100 Sep 4, 2026
443
Orkla ASA
ORK · OL
Orkla: Zero Organic Growth in the Controlled Portfolio, Jotun Operating Profit Up 21%, and a 21% NAV Discount at NOK 97.10 Aug 25, 2026 Hold
35 /100
Weak
75/100 Aug 25, 2026
444
SCHOTT Pharma AG & Co. KGaA
1SXP · XETRA
SCHOTT Pharma: A GLP-1 Boom Priced by the Dose, Not the Drug, and a Capacity Bill That Has Yet to Prove Its Return Aug 6, 2026 Hold
35 /100
Weak
67/100 Aug 6, 2026
445
JL MAG Rare-Earth Co., Ltd.
300748 · Shenzhen
JL MAG Rare-Earth (300748) Zen Horizon Framework Deep Dive: A Global Rare-Earth Permanent Magnet Leader, With a V-Shaped Earnings Rebound Meeting a Rich Valuation and a Robotics Narrative Jun 5, 2026 Watch
35 /100
Weak
— Jun 5, 2026
446
The J. M. Smucker Company
SJM · US
J.M. Smucker Value Investing Deep Dive May 31, 2026 Watch
35 /100
Weak
— Jun 10, 2026
447
Halliburton Company
HAL · US
Halliburton: A Deep Dive on Long-Term Value May 28, 2026 Watch
35 /100
Weak
31/100 Jun 10, 2026
448
Consolidated Edison, Inc.
ED · US
Consolidated Edison: A Long-Term Business Owner's View May 27, 2026 Watch
35 /100
Weak
— Jun 10, 2026
449
51WORLD
6651 · HK
51WORLD: A Deep Research Report May 25, 2026 Watch
35 /100
Weak
— Jun 11, 2026
450
BXP, Inc.
BXP · US
BXP: A Deep Value Investment Analysis May 24, 2026 Watch
35 /100
Weak
— Jun 10, 2026
451
Amcor plc
AMCR · US
Amcor: Packaging Platform and M&A Integration Study May 23, 2026 Watch
35 /100
Weak
— Jun 11, 2026
452
Endeavour Mining plc
EDV · LSE
Endeavour Mining plc: Gold Did the Work While Ounces Fell 13%, and £47.23 Already Prices In a Risked Assafou Sep 5, 2026 Hold
34 /100
Poor
20/100 Sep 5, 2026
453
Generate Biomedicines, Inc.
GENB · US
Generate Biomedicines: The Asset Is Real, the AI Premium Is Still on Trial Jul 24, 2026 Hold
34 /100
Poor
— Jul 24, 2026
454
Henan Pinggao Electric Co., Ltd.
600312 · Shanghai
Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet Revenue Jul 4, 2026 Hold
34 /100
Poor
58/100 Jul 4, 2026
455
NuScale Power Corporation
SMR · US
NuScale Power (SMR): Zen Horizon Research Report Jun 8, 2026 Avoid
34 /100
Poor
— Jun 10, 2026
456
Paramount Skydance Corporation
PSKY · US
Paramount Skydance Corporation: A Long-Term Value Investing Study May 31, 2026 Avoid
34 /100
Poor
— Jun 8, 2026
457
Devon Energy Corporation
DVN · US
Devon Energy Deep Value Investment Analysis May 27, 2026 Watch
34 /100
Poor
20/100 Jun 11, 2026
458
Occidental Petroleum Corporation
OXY · US
Occidental Petroleum: A Deep Value Study May 27, 2026 Watch
34 /100
Poor
— Jun 11, 2026
459
Best Buy Co., Inc.
BBY · US
Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner May 23, 2026 Watch
34 /100
Poor
80/100 Jun 11, 2026
460
Kilroy Realty Corporation
KRC · US
Kilroy Realty Corporation: A Value Investing Deep Dive May 20, 2026 Watch
34 /100
Poor
— Jun 10, 2026
461
WhiteFiber, Inc.
WYFI · US
WhiteFiber: A Deep Value Investing Study May 20, 2026 Watch
34 /100
Poor
— Jun 10, 2026
462
Lao Feng Xiang Co., Ltd.
600612 · Shanghai
Lao Feng Xiang: 499 Franchise Closures and a 10.6% Jewellery Gross Margin, While the Shares at CNY 34.87 Sit 9% Above the CNY 31.9 Conservative Value Aug 9, 2026 Hold
33 /100
Poor
83/100 Aug 9, 2026
463
Endeavour Silver Corp.
EXK · US
Endeavour Silver: The Three-Mine Platform Is Real, But Silver's Rally Is Doing Much of the Work Jul 5, 2026 Hold
33 /100
Poor
— Jul 6, 2026
464
Redwire Corporation
RDW · US
Redwire: A Long-Term Owner's View — Good Runway, an Unproven Good Company Jun 4, 2026 Watch
33 /100
Poor
— Jun 5, 2026
465
Toray Industries, Inc.
3402 · TSE
Toray Industries: A Long-Term Owner's Study Jun 3, 2026 Watch
33 /100
Poor
— Jun 5, 2026
466
The Campbell's Company
CPB · US
The Campbell's Company: A Value-Investing Deep Dive May 31, 2026 Watch
33 /100
Poor
74/100 Jun 10, 2026
467
Dow Inc.
DOW · US
Dow Inc. — A Long-Term Business Owner's Research Report May 29, 2026 Watch
33 /100
Poor
— Jun 10, 2026
468
HP Inc.
HPQ · US
HP Inc.: A Value-Investing Deep Dive May 29, 2026 Watch
33 /100
Poor
81/100 Jun 10, 2026
469
Southwest Airlines Co.
LUV · US
Southwest Airlines Co.: A Value-Investing Deep Dive May 29, 2026 Watch
33 /100
Poor
21/100 Jun 8, 2026
470
Bitdeer Technologies Group
BTDR · US
Bitdeer Technologies: A Deep-Value Investment Study May 20, 2026 Watch
33 /100
Poor
— Jun 10, 2026
471
Viatris Inc.
VTRS · US
Viatris In-Depth Investment Research Report May 30, 2026 Watch
32 /100
Poor
— Jun 8, 2026
472
Relay Therapeutics, Inc.
RLAY · US
Relay Therapeutics: USD 3.22bn of Pipeline Value Above Cash Rests on a Phase 3 Run Against Approved Capivasertib Rather Than Placebo Sep 12, 2026 Watch
31 /100
Poor
— Sep 12, 2026
473
Nikon Corporation
7731 · TSE
Nikon Corporation: Impairment Was 88.2% of the JPY 112.448 Billion Fiscal 2026 Operating Loss, the Impairment-Excluded Loss Was Still JPY 13.307 Billion, and JPY 1,740 Sits Above the JPY 1,375-1,500 Conservative Value Sep 10, 2026 Hold
31 /100
Poor
— Sep 10, 2026
474
Zangge Mining Company Limited
000408 · Shenzhen
Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for It Sep 4, 2026 Hold
31 /100
Poor
66/100 Sep 5, 2026
475
Science Applications International Corporation
SAIC · US
SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative Value Aug 26, 2026 Hold
31 /100
Poor
70/100 Aug 26, 2026
476
Shell plc
SHEL · LSE
Shell plc: $22.4 Billion Returned on 52% of Cash Flow, an Eight-Year Reserve Life, and No Margin of Safety at £34.10 Aug 24, 2026 Hold
31 /100
Poor
27/100 Aug 24, 2026
477
Shaanxi Coal Industry Company Limited
601225 · Shanghai
Shaanxi Coal Industry: A Low-Cost Mine Base, 9.32 GW of Unfinished Power, and a 2026 Recovery Already in the Price Aug 20, 2026 Hold
31 /100
Poor
70/100 Aug 20, 2026
478
Diageo plc
DGE · LSE
Diageo: Cyclical Trough and Structural Erosion Are Both Real, and at 16.435 Pounds the Discount Is Not Yet Wide Enough Jul 31, 2026 Hold
31 /100
Poor
84/100 Jul 31, 2026
479
XJ Electric Co., Ltd.
000400 · Shenzhen
XJ Electric: A High-Margin HVDC Niche, But No Margin of Safety at Today's Price Jul 11, 2026 Hold
31 /100
Poor
— Jul 11, 2026
480
X-Energy, Inc.
XE · US
X-Energy: Real Nuclear-Licensing Progress, Priced Like a Decade of Milestones Is Already Won Jul 7, 2026 Watch
31 /100
Poor
— Jul 7, 2026
481
Fresnillo plc
FRES · LSE
Fresnillo: A Genuine Re-Rating, But the Price Already Assumes the Hard Part Is Done Jul 4, 2026 Hold
31 /100
Poor
50/100 Jul 4, 2026
482
SSR Mining Inc.
SSRM · US
SSR Mining: Cash-Rich After the Çöpler Exit, With the Real Test Still Ahead Jul 3, 2026 Hold
31 /100
Poor
— Jul 3, 2026
483
Babcock & Wilcox Enterprises, Inc.
BW · US
Babcock & Wilcox Enterprises: A Value Investing Deep Dive May 20, 2026 Avoid
31 /100
Poor
— Jun 10, 2026
484
HIVE Digital Technologies Ltd.
HIVE · US
HIVE Digital Technologies: In-Depth Research May 20, 2026 Watch
31 /100
Poor
— Jun 10, 2026
485
Qorvo, Inc.
QRVO · US
Qorvo: A Long-Term Owner's Perspective Jun 3, 2026 Watch
28 /100
Poor
40/100 Jun 5, 2026
486
CleanSpark, Inc.
CLSK · US
CleanSpark Deep-Dive Value Research May 20, 2026 Watch
28 /100
Poor
— Jun 10, 2026
487
J Sainsbury plc
SBRY · LSE
J Sainsbury plc: The Value of the Post-Argos Food Retailer Sep 8, 2026 Hold
27 /100
Poor
— Sep 8, 2026
488
Tsingtao Brewery Company Limited
600600 · Shanghai
Tsingtao Brewery: H1 Volume Fell 4.9% While Profit Held Flat on Cost Savings, and CNY51.49 Is 12% Above Conservative Value Sep 5, 2026 Hold
27 /100
Poor
70/100 Sep 5, 2026
489
BP p.l.c.
BP · LSE
BP p.l.c.: $22.3bn of Headline Net Debt Sits Inside a $55bn Obligation Stack, and £5.397 Leaves No Conservative Margin of Safety Sep 4, 2026 Hold
27 /100
Poor
— Sep 5, 2026
490
Canaan Inc.
CAN · US
Canaan Inc. — Zen Horizon Framework Deep Dive Jun 8, 2026 Avoid
26 /100
Poor
— Jun 7, 2026
491
STMicroelectronics N.V.
STM · US
STMicroelectronics: A Long-Term Owner's Perspective Jun 3, 2026 Watch
26 /100
Poor
— Jun 6, 2026
492
Syensqo SA/NV
SYENS · BR
Syensqo: A Long-Term Owner's View Jun 3, 2026 Watch
26 /100
Poor
— Jun 6, 2026
493
Velo3D, Inc.
VELO · US
Velo3D: A Long-Term Owner's Perspective Jun 3, 2026 Avoid
23 /100
Poor
— Jun 5, 2026