801
Paladin Energy Ltd
PDN · AU
Paladin Energy: The Restart Is Working, and the Price Already Knows It Jul 17, 2026 Hold
40 /100
Weak
— Jul 17, 2026
802
Sumitomo Electric Industries, Ltd.
5802 · TSE
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price Jul 15, 2026 Hold
40 /100
Weak
53/100 Jul 15, 2026
803
DSM-Firmenich AG
DSFIR · AMS
DSM-Firmenich: A Genuine Portfolio Cleanup, Already Priced for the Improvement to Continue Jul 4, 2026 Hold
40 /100
Weak
— Jul 4, 2026
804
Pan American Silver Corp.
PAAS · US
Pan American Silver: Juanicipio Upgrades the Silver Book, But $44 Already Pays for the Transition Jun 25, 2026 Hold
40 /100
Weak
23/100 Jun 25, 2026
805
Inventec Corporation
2356 · Taiwan
Inventec: An AI-Server Manufacturer Still Earning Assembly Margins Jun 21, 2026 Hold
40 /100
Weak
59/100 Jun 21, 2026
806
Hua Hong Semiconductor Limited
1347 · HK
Hua Hong Semiconductor: Value and Price in Mature Specialty Process Platforms Jun 14, 2026 Hold
40 /100
Weak
— Jun 15, 2026
807
Tongfu Microelectronics Co., Ltd.
002156 · Shenzhen
In-Depth Research on Tongfu Microelectronics Jun 11, 2026 Watch
40 /100
Weak
— Jun 11, 2026
808
Powertech Technology Inc.
6239 · Taiwan
Powertech Technology Deep-Dive Research Jun 11, 2026 Watch
40 /100
Weak
62/100 Jun 11, 2026
809
Shanghai Iluvatar CoreX Semiconductor Co., Ltd.
9903 · HK
Iluvatar CoreX In-Depth Research Jun 11, 2026 Avoid
40 /100
Weak
— Jun 11, 2026
810
Unimicron Technology
3037 · Taiwan
Unimicron Technology from a Long-Term Owner's Perspective Jun 9, 2026 Avoid
40 /100
Weak
— Jun 9, 2026
811
Xinjiang Goldwind Science & Technology Co., Ltd. (Goldwind)
002202 · Shenzhen
Goldwind Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
40 /100
Weak
— Jun 10, 2026
812
Foxconn Industrial Internet Co., Ltd.
601138 · Shanghai
FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuation Jun 4, 2026 Watch
40 /100
Weak
82/100 Jun 5, 2026
813
Firefly Aerospace, Inc.
FLY · US
Firefly Aerospace Research from a Long-Term Owner's Perspective Jun 4, 2026 Avoid
40 /100
Weak
— Jun 5, 2026
814
Globe Life Inc.
GL · US
Globe Life Value Investment Research May 31, 2026 Watch
40 /100
Weak
— Jun 10, 2026
815
Pentair plc
PNR · US
Pentair plc In-Depth Value Investment Research May 31, 2026 Watch
40 /100
Weak
77/100 Jun 10, 2026
816
General Mills, Inc.
GIS · US
General Mills Value Investing Deep Dive May 30, 2026 Cautious Buy
40 /100
Weak
— Jun 10, 2026
817
Kimco Realty Corporation
KIM · US
Kimco Realty Deep Value Investment Research May 30, 2026 Watch
40 /100
Weak
— Jun 7, 2026
818
Masco Corporation
MAS · US
Masco Deep Value Investment Research May 30, 2026 Watch
40 /100
Weak
78/100 Jun 10, 2026
819
News Corporation
NWSA · US
News Corp Class A Deep Value Investment Research May 30, 2026 Watch
40 /100
Weak
— Jun 10, 2026
820
Textron Inc.
TXT · US
Textron Deep Value Investment Research May 30, 2026 Watch
40 /100
Weak
64/100 Jun 7, 2026
821
Weyerhaeuser Company
WY · US
Weyerhaeuser In-Depth Value Investment Research May 30, 2026 Watch
40 /100
Weak
— Jun 9, 2026
822
Zimmer Biomet Holdings, Inc.
ZBH · US
Zimmer Biomet Deep Value Investment Research May 30, 2026 Watch
40 /100
Weak
— Jun 10, 2026
823
Equity Residential
EQR · US
Equity Residential Deep Value Investment Research May 29, 2026 Watch
40 /100
Weak
— Jun 7, 2026
824
Expand Energy Corporation
EXE · US
Expand Energy Corporation In-Depth Value Investment Research May 29, 2026 Watch
40 /100
Weak
31/100 Jun 9, 2026
825
J.B. Hunt Transport Services, Inc.
JBHT · US
J.B. Hunt Deep Value Investment Research May 29, 2026 Watch
40 /100
Weak
72/100 Jun 7, 2026
826
Packaging Corporation of America
PKG · US
Packaging Corporation of America Deep Value Investment Analysis May 29, 2026 Watch
40 /100
Weak
76/100 Jun 7, 2026
827
The Estée Lauder Companies Inc.
EL · US
Estée Lauder: Premium Beauty Brand Equity Restoration Study May 28, 2026 Watch
40 /100
Weak
— Jun 10, 2026
828
Extra Space Storage Inc.
EXR · US
Extra Space Storage: A Long-Term Owner's View of a Self-Storage Platform REIT May 28, 2026 Watch
40 /100
Weak
— Jun 10, 2026
829
MetLife, Inc.
MET · US
MetLife: A Deep Value Investing Analysis May 27, 2026 Watch
40 /100
Weak
— Jun 11, 2026
830
Public Service Enterprise Group Incorporated
PEG · US
PEG Long-Term Value Investment Report May 27, 2026 Watch
40 /100
Weak
22/100 Jun 10, 2026
831
Freeport-McMoRan Inc.
FCX · US
Freeport-McMoRan: A Long-Term Owner's Perspective May 26, 2026 Watch
40 /100
Weak
25/100 Jun 11, 2026
832
3M Company
MMM · US
3M Company: A Deep-Value Investment Analysis May 26, 2026 Watch
40 /100
Weak
— Jun 11, 2026
833
TransDigm Group Incorporated
TDG · US
TransDigm Group: A Deep Value Investing Study May 26, 2026 Watch
40 /100
Weak
79/100 Jun 11, 2026
834
ConocoPhillips
COP · US
ConocoPhillips: A Long-Term Owner's Perspective May 25, 2026 Watch
40 /100
Weak
31/100 Jun 11, 2026
835
Exxon Mobil Corporation
XOM · US
Exxon Mobil Deep Value Analysis: A Good Asset, Not a Cheap One May 25, 2026 Watch
40 /100
Weak
— Jun 11, 2026
836
Becton, Dickinson and Company
BDX · US
BDX: A Long-Term Business Owner's Investment Analysis May 24, 2026 Watch
40 /100
Weak
— Jun 10, 2026
837
Carnival Corporation & plc
CCL · US
Carnival Deep-Value Investment Analysis May 24, 2026 Watch
40 /100
Weak
6/100 Jun 11, 2026
838
CF Industries Holdings, Inc.
CF · US
CF Industries: A Long-Term Value Investing Analysis May 24, 2026 Watch
40 /100
Weak
52/100 Jun 11, 2026
839
C.H. Robinson Worldwide, Inc.
CHRW · US
C.H. Robinson: A Long-Term Value Investing Analysis May 24, 2026 Watch
40 /100
Weak
76/100 Jun 11, 2026
840
Assurant, Inc.
AIZ · US
Assurant Specialty Insurance & Protection Platform Research May 23, 2026 Watch
40 /100
Weak
— Jun 10, 2026
841
AvalonBay Communities, Inc.
AVB · US
AvalonBay Communities Apartment REIT and Merger Research May 23, 2026 Watch
40 /100
Weak
— Jun 11, 2026
842
Starbucks Corporation
SBUX · US
Starbucks Corporation: A Long-Term Owner's Perspective May 23, 2026 Watch
40 /100
Weak
70/100 Jun 11, 2026
843
Xcel Energy Inc.
XEL · US
Xcel Energy: A Long-Term Owner's Perspective May 23, 2026 Hold —
40 /100
Weak
— Jun 11, 2026
844
Diamondback Energy, Inc.
FANG · US
Diamondback Energy: A Deep Value Analysis May 22, 2026 Watch
40 /100
Weak
— Jun 11, 2026
845
PACCAR Inc
PCAR · US
In-Depth Value Investing Research on PACCAR Inc May 22, 2026 Watch
40 /100
Weak
66/100 Jun 10, 2026
846
American Electric Power Company, Inc.
AEP · US
American Electric Power In-Depth Value Investment Analysis May 21, 2026 Watch
40 /100
Weak
42/100 Jun 10, 2026
847
EQT Corporation
EQT · US
EQT Corporation: A Long-Term Value Investing Deep Dive May 20, 2026 Watch
40 /100
Weak
22/100 Jun 10, 2026
848
Western Digital Corporation
WDC · US
Western Digital: A Value Investing Deep Dive May 20, 2026 Watch
40 /100
Weak
— Jun 10, 2026
849
AST SpaceMobile, Inc.
ASTS · US
AST SpaceMobile: A Value Investing Deep Dive May 18, 2026 Watch
40 /100
Weak
— Jun 11, 2026
850
Cerebras Systems, Inc.
CBRS · US
Cerebras Systems: A Long-Term Business Owner's Perspective May 16, 2026 Avoid
40 /100
Weak
— Jun 11, 2026
851
Kubota Corporation
6326 · TSE
Kubota Corporation: A ¥70bn Tariff Refund Lifts the FY2026 Margin to 12.2% from 10.1%, and ¥2,751.5 Sits 28–38% Above the ¥2,000–2,150 Conservative Value Sep 28, 2026 Hold
39 /100
Weak
— Sep 28, 2026
852
CNH Industrial N.V.
CNH · US
CNH Industrial: A Trough Priced at 31 Times Earnings That Normalizes to 11.5 Times, While Construction Earns a 2.3% Margin and Exor Holds 45.6% of the Vote Sep 22, 2026 Hold
39 /100
Weak
— Sep 22, 2026
853
Kuehne + Nagel International AG
KNIN · SW
Kuehne + Nagel: Sea Gross Profit per TEU Held at CHF 483 While Group EBIT Conversion Fell from 33.9% to 14.1%, and 26 Times Owner Earnings Leaves No Margin of Safety Sep 22, 2026 Hold
39 /100
Weak
66/100 Sep 22, 2026
854
EnerSys
ENS · US
EnerSys: A Phasing-Down Tax Credit Supplies 39% of Adjusted EPS, So 17 Times Headline Earnings Is Really 28 Times the Industrial Business Sep 21, 2026 Hold
39 /100
Weak
68/100 Sep 21, 2026
855
ENN Energy Holdings Limited
2688 · HK
ENN Energy: A Lapsed HK$80 Buyout Left 7.1x Core Earnings and a 6.1% Yield, but Every Ancillary Segment Shrank in H1 and HK$49.48 Sits Above the HK$40 Ideal-Buy Ceiling Sep 16, 2026 Cautious Buy
39 /100
Weak
68/100 Sep 16, 2026
856
Southern Copper Corporation
SCCO · US
Southern Copper: the Record Quarter Came From $6 Copper and $2.24/lb By-Product Credits While Output Fell 3.5%, and $198.76 Already Prices the Optimistic Case Sep 6, 2026 Watch
39 /100
Weak
74/100 Sep 6, 2026
857
AutoNation, Inc.
AN · US
AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of Safety Sep 1, 2026 Hold
39 /100
Weak
68/100 Sep 1, 2026
858
Service Corporation International
SCI · US
Service Corporation International: Cemetery Gross Profit Now Exceeds Funeral, but a 6.5% Owner-Earnings Yield Sits Only 1.8 Points Above Treasuries Aug 30, 2026 Hold
39 /100
Weak
73/100 Aug 30, 2026
859
Bunzl plc
BNZL · LSE
Bunzl: 0.4% Underlying Growth, 237 Acquisitions, and 15.6 Times Earnings Aug 29, 2026 Hold
39 /100
Weak
76/100 Aug 30, 2026
860
China Yangtze Power Co., Ltd.
600900 · Shanghai
China Yangtze Power: Six Dams, a 70% Payout Floor, and Why 15.5x Owner Earnings Still Leaves No Margin of Safety Aug 20, 2026 Hold
39 /100
Weak
69/100 Aug 20, 2026
861
FTI Consulting, Inc.
FCN · US
FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed Buybacks Aug 19, 2026 Hold
39 /100
Weak
72/100 Aug 19, 2026
862
National Beverage Corp.
FIZZ · US
National Beverage: A Cash-Rich LaCroix Franchise Where Price, Not Volume, Carried the Year Aug 17, 2026 Hold
39 /100
Weak
95/100 Aug 17, 2026
863
Canon Inc.
7751 · TSE
Canon Inc.: Imaging Carries the Mix Shift, Nanoimprint Stays an Option, and ¥4,628 Leaves No Conservative Discount Aug 12, 2026 Hold
39 /100
Weak
— Aug 12, 2026
864
Honeywell International Inc.
HON · US
Honeywell Technologies: A Genuine Automation Franchise, Already Priced for Successful Execution Aug 9, 2026 Hold
39 /100
Weak
74/100 Aug 9, 2026
865
Intel Corporation
INTC · US
Intel: A Real Product Recovery, Priced as If the Foundry Turnaround Had Already Worked Aug 2, 2026 Avoid
39 /100
Weak
— Aug 2, 2026
866
Haleon plc
HLN · LSE
Haleon: Oral Health Supplied Over 90% of First-Half Organic Growth While the Rest of the Portfolio Grew 0.3%, and 3.633 Pounds Leaves No Margin of Safety Aug 1, 2026 Hold
39 /100
Weak
61/100 Aug 2, 2026
867
NexGen Energy Ltd.
NXE · US
NexGen Energy: The Licence Is In Hand, and at 8.93 USD the Price Already Assumes the Mine Gets Built Jul 30, 2026 Watch
39 /100
Weak
— Jul 30, 2026
868
Solstice Advanced Materials Inc.
SOLS · US
Solstice Advanced Materials: A Real Standalone Business, Not Enough Margin of Safety for the Deal Jul 12, 2026 Hold
39 /100
Weak
— Jul 12, 2026
869
EHang Holdings Limited
EH · US
EHang Holdings: China's Certified eVTOL Leader, Not Yet a Scaled Business Jul 10, 2026 Watch
39 /100
Weak
— Jul 10, 2026
870
Saipem S.p.A.
SPM · MI
Saipem: The Offshore Repair Is Real, but the Subsea7 Merger Remains Unresolved Jul 4, 2026 Hold
39 /100
Weak
— Jul 4, 2026
871
Aker Solutions ASA
AKSO · OL
Aker Solutions: A Leaner Contractor Priced Without a Margin of Safety Jul 1, 2026 Hold
39 /100
Weak
— Jul 1, 2026
872
Youdao, Inc.
DAO · US
Youdao: AI-Repaired Margins, Weak Cash Conversion Jun 17, 2026 Hold
39 /100
Weak
— Jun 18, 2026
873
FormFactor, Inc.
FORM · US
FormFactor (FORM.US) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
39 /100
Weak
53/100 Jun 9, 2026
874
Navitas Semiconductor Corporation
NVTS · US
Navitas Semiconductor (NVTS.US) Zen Horizon Research Report Jun 8, 2026 Underweight
39 /100
Weak
— Jun 8, 2026
875
Symbotic
SYM · US
Symbotic Zen Horizon Framework Deep Dive Jun 7, 2026 Avoid
39 /100
Weak
— Jun 10, 2026
876
SCREEN Holdings
7735 · TSE
SCREEN Holdings Deep Value Investment Analysis Jun 4, 2026 Watch
39 /100
Weak
— Jun 5, 2026
877
Karman Holdings, Inc.
KRMN · US
Karman Holdings: A Long-Term Owner's Perspective Jun 4, 2026 Watch
39 /100
Weak
— Jun 5, 2026
878
Intuitive Machines, Inc.
LUNR · US
Intuitive Machines (LUNR): A Long-Term Owner's Perspective Jun 4, 2026 Watch
39 /100
Weak
— Jun 5, 2026
879
Enpro Inc.
NPO · US
Enpro Long-Term Owner's View Research Jun 3, 2026 Watch
39 /100
Weak
— Jun 5, 2026
880
Camden Property Trust
CPT · US
Camden Property Trust: A Value-Investing Deep Dive May 31, 2026 Watch
39 /100
Weak
— Jun 6, 2026
881
Everest Group, Ltd.
EG · US
Everest Group In-Depth Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 10, 2026
882
Huntington Ingalls Industries, Inc.
HII · US
Huntington Ingalls Industries: A Deep Value Investment Study May 30, 2026 Watch
39 /100
Weak
77/100 Jun 10, 2026
883
Invitation Homes Inc.
INVH · US
Invitation Homes Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 8, 2026
884
International Paper Company
IP · US
International Paper Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 9, 2026
885
Mid-America Apartment Communities, Inc.
MAA · US
Mid-America Apartment Communities Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 8, 2026
886
NVR, Inc.
NVR · US
NVR Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
89/100 Jun 10, 2026
887
Regency Centers Corporation
REG · US
Regency Centers In-Depth Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 10, 2026
888
Solventum Corporation
SOLV · US
Solventum Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
71/100 Jun 8, 2026
889
UDR, Inc.
UDR · US
UDR Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
48/100 Jun 7, 2026
890
Evergy, Inc.
EVRG · US
Evergy: A Long-Term Business Owner's Investment Analysis May 29, 2026 Watch
39 /100
Weak
— Jun 7, 2026
891
NiSource Inc.
NI · US
NiSource: A Deep-Dive Value Investing Research Report May 29, 2026 Watch
39 /100
Weak
— Jun 10, 2026
892
PulteGroup, Inc.
PHM · US
PulteGroup Value Investing Research Report May 29, 2026 Watch
39 /100
Weak
71/100 Jun 10, 2026
893
Regions Financial Corporation
RF · US
Regions Financial Corporation: A Long-Term Value Investment Study May 29, 2026 Watch
39 /100
Weak
— Jun 7, 2026
894
Smurfit WestRock plc
SW · US
Smurfit WestRock: A Long-Term Business Owner's Investment Analysis May 29, 2026 Watch
39 /100
Weak
— Jun 8, 2026
895
DTE Energy Company
DTE · US
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated Utility May 28, 2026 Watch
39 /100
Weak
37/100 Jun 10, 2026
896
FirstEnergy Corp.
FE · US
FirstEnergy Value Investing Deep Dive May 28, 2026 Watch
39 /100
Weak
— Jun 8, 2026
897
Huntington Bancshares Incorporated
HBAN · US
Huntington Bancshares In-Depth Value Investing Research May 28, 2026 Watch
39 /100
Weak
— Jun 10, 2026
898
M&T Bank Corporation
MTB · US
M&T Bank: A Long-Term Owner's Perspective on a U.S. Regional Bank May 28, 2026 Watch
39 /100
Weak
— Jun 10, 2026
899
NRG Energy, Inc.
NRG · US
NRG Energy: A Long-Term Business Owner's Deep Dive May 28, 2026 Watch
39 /100
Weak
— Jun 10, 2026
900
Fifth Third Bancorp
FITB · US
Fifth Third Bancorp: A Long-Term Business Owner's Perspective May 27, 2026 Watch
39 /100
Weak
— Jun 11, 2026