1
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
2
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
3
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
4
NuScale Power Corporation
SMR · US
NuScale Power (SMR): Zen Horizon Research Report Jun 8, 2026
Avoid
34 /100
Poor
—
Jun 10, 2026
5
Paramount Skydance Corporation
PSKY · US
Paramount Skydance Corporation: A Long-Term Value Investing Study May 31, 2026
Avoid
34 /100
Poor
—
Jun 8, 2026
6
Devon Energy Corporation
DVN · US
Devon Energy Deep Value Investment Analysis May 27, 2026
Watch
34 /100
Poor
20/100
Jun 11, 2026
7
Occidental Petroleum Corporation
OXY · US
Occidental Petroleum: A Deep Value Study May 27, 2026
Watch
34 /100
Poor
—
Jun 11, 2026
8
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
9
Kilroy Realty Corporation
KRC · US
Kilroy Realty Corporation: A Value Investing Deep Dive May 20, 2026
Watch
34 /100
Poor
—
Jun 10, 2026
10
WhiteFiber, Inc.
WYFI · US
WhiteFiber: A Deep Value Investing Study May 20, 2026
Watch
34 /100
Poor
—
Jun 10, 2026
11
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
12
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
13
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
14
Toray Industries, Inc.
3402 · TSE
Toray Industries: A Long-Term Owner's Study Jun 3, 2026
Watch
33 /100
Poor
—
Jun 5, 2026
15
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
16
Dow Inc.
DOW · US
Dow Inc. — A Long-Term Business Owner's Research Report May 29, 2026
Watch
33 /100
Poor
—
Jun 10, 2026
17
HP Inc.
HPQ · US
HP Inc.: A Value-Investing Deep Dive May 29, 2026
Watch
33 /100
Poor
81/100
Jun 10, 2026
18
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
19
Bitdeer Technologies Group
BTDR · US
Bitdeer Technologies: A Deep-Value Investment Study May 20, 2026
Watch
33 /100
Poor
—
Jun 10, 2026
20
Viatris Inc.
VTRS · US
Viatris In-Depth Investment Research Report May 30, 2026
Watch
32 /100
Poor
—
Jun 8, 2026
21
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
22
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
23
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
24
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
25
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
26
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
27
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
28
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
29
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
30
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
31
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
32
Babcock & Wilcox Enterprises, Inc.
BW · US
Babcock & Wilcox Enterprises: A Value Investing Deep Dive May 20, 2026
Avoid
31 /100
Poor
—
Jun 10, 2026
33
HIVE Digital Technologies Ltd.
HIVE · US
HIVE Digital Technologies: In-Depth Research May 20, 2026
Watch
31 /100
Poor
—
Jun 10, 2026
34
Qorvo, Inc.
QRVO · US
Qorvo: A Long-Term Owner's Perspective Jun 3, 2026
Watch
28 /100
Poor
40/100
Jun 5, 2026
35
CleanSpark, Inc.
CLSK · US
CleanSpark Deep-Dive Value Research May 20, 2026
Watch
28 /100
Poor
—
Jun 10, 2026
36
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
37
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
38
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
39
Canaan Inc.
CAN · US
Canaan Inc. — Zen Horizon Framework Deep Dive Jun 8, 2026
Avoid
26 /100
Poor
—
Jun 7, 2026
40
STMicroelectronics N.V.
STM · US
STMicroelectronics: A Long-Term Owner's Perspective Jun 3, 2026
Watch
26 /100
Poor
—
Jun 6, 2026
41
Syensqo SA/NV
SYENS · BR
Syensqo: A Long-Term Owner's View Jun 3, 2026
Watch
26 /100
Poor
—
Jun 6, 2026
42
Velo3D, Inc.
VELO · US
Velo3D: A Long-Term Owner's Perspective Jun 3, 2026
Avoid
23 /100
Poor
—
Jun 5, 2026