1
Atlassian Corporation
TEAM · US
Atlassian In-Depth Research: A Jira-Centered Collaboration and Development Software Platform Jun 12, 2026 Hold
59 /100
Medium
— Jun 12, 2026
2
Arista Networks, Inc.
ANET · US
Arista Networks: A Long-Term Study of the Data Center Switching Leader May 23, 2026 Watch
56 /100
Medium
88/100 Jun 11, 2026
3
MercadoLibre, Inc.
MELI · US
MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business Owner May 22, 2026 Watch
56 /100
Medium
47/100 Jun 11, 2026
4
Zhongji Innolight Co., Ltd.
300308 · Shenzhen
Innolight (Zhongji Innolight): A Deep Value Investment Study May 21, 2026 Watch
56 /100
Medium
51/100 Jun 10, 2026
5
Advanced Micro Devices, Inc.
AMD · US
AMD: The Rack-Scale AI Story Got More Credible, but 495 USD Already Prices Durable Number-Two Platform Status Jul 29, 2026 Avoid
55 /100
Medium
— Jul 30, 2026
6
Eli Lilly and Company
LLY · US
Eli Lilly Deep Value Research: A Great Company at Too High a Price May 25, 2026 Watch
55 /100
Medium
58/100 Jun 10, 2026
7
Fortinet, Inc.
FTNT · US
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens May 22, 2026 Watch
55 /100
Medium
82/100 Jun 11, 2026
8
Arm Holdings plc
ARM · US
Arm Holdings: A Deep-Dive Value Analysis May 21, 2026 Watch
55 /100
Medium
59/100 Jun 10, 2026
9
Veeva Systems Inc.
VEEV · US
Veeva Systems: A Deep Value Investing Study May 28, 2026 Watch
54 /100
Medium
85/100 Jun 10, 2026
10
Zscaler, Inc.
ZS · US
Zscaler: A Long-Term Owner's Perspective May 23, 2026 Watch
53 /100
Medium
— Jun 11, 2026
11
WuXi Biologics (Cayman) Inc.
2269 · HK
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount Jun 12, 2026 Hold
52 /100
Medium
56/100 Jun 12, 2026
12
DISCO Corporation
6146 · TSE
Disco: A Long-Term Business Owner's View Jun 9, 2026 Watch
52 /100
Medium
— Jun 9, 2026
13
Datadog, Inc.
DDOG · US
Datadog: A Value Investing Deep Dive May 22, 2026 Watch
52 /100
Medium
— Jun 11, 2026
14
KLA Corporation
KLAC · US
KLA Corporation: A Deep Value Investment Analysis May 22, 2026 Watch
52 /100
Medium
93/100 Jun 11, 2026
15
Axon Enterprise, Inc.
AXON · US
Axon Enterprise: A Deep Value Investing Analysis May 21, 2026 Watch
52 /100
Medium
— Jun 10, 2026
16
Texas Pacific Land Corporation
TPL · US
Texas Pacific Land: A Deep Value Investment Study May 28, 2026 Watch
51 /100
Medium
84/100 Jun 10, 2026
17
ServiceNow, Inc.
NOW · US
ServiceNow: A Value Investing Study May 25, 2026 Watch
51 /100
Medium
61/100 Jun 11, 2026
18
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
19
Cloudflare, Inc.
NET · US
Cloudflare: A Long-Term Owner's Perspective May 17, 2026 Watch
51 /100
Medium
— Jun 11, 2026
20
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
21
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
22
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
23
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
24
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
25
Anthropic, PBC
ANTHROPIC · Unlisted
Anthropic Deep Value Investment Research May 19, 2026 Watch
50 /100
Medium
— Jun 11, 2026