1
Tesla, Inc.
TSLA · US
Tesla: The Franchise Is Real, but $900 Billion of the Market Cap Rests on Robotaxi Economics No One Has Disclosed Jul 28, 2026 Watch
49 /100
Weak
— Jul 28, 2026
2
Medpace Holdings
MEDP · US
Medpace Holdings Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
49 /100
Weak
75/100 Jun 10, 2026
3
Keysight Technologies, Inc.
KEYS · US
Keysight Technologies Investment Value Deep-Dive May 27, 2026 Watch
49 /100
Weak
72/100 Jun 11, 2026
4
Texas Instruments Incorporated
TXN · US
Texas Instruments Analog and Embedded Processors Research May 23, 2026 Watch
49 /100
Weak
82/100 Jun 10, 2026
5
Vertex Pharmaceuticals Incorporated
VRTX · US
Vertex Pharmaceuticals: A Long-Term Owner's View May 23, 2026 Watch
49 /100
Weak
59/100 Jun 10, 2026
6
SK hynix Inc.
000660 · Korea
Long-Term Value Investment Research on SK hynix May 22, 2026 Watch
49 /100
Weak
24/100 Jun 10, 2026
7
Lam Research Corporation
LRCX · US
Lam Research from a Long-Term Business Owner's Perspective May 22, 2026 Watch
49 /100
Weak
90/100 Jun 11, 2026
8
Analog Devices, Inc.
ADI · US
Analog Devices Deep Value Investment Research May 21, 2026 Watch
49 /100
Weak
— Jun 10, 2026
9
Corning Incorporated
GLW · US
Corning In-Depth Value Research Report May 20, 2026 Watch
49 /100
Weak
39/100 Jun 10, 2026
10
Suzhou TFC Optical Communication Co., Ltd.
300394 · Shenzhen
T&S Communications: A Real Upstream Bottleneck, Priced as if Scarcity Economics Were Permanent Jul 28, 2026 Avoid
48 /100
Weak
82/100 Jul 28, 2026
11
Space Exploration Technologies Corp.
SPCX · US
SpaceX: A Strategically Brilliant Platform Wrapped in a Still-Expensive Stock Jul 21, 2026 Avoid
48 /100
Weak
— Jul 21, 2026
12
GitLab Inc.
GTLB · US
GitLab Deep Research Jun 14, 2026 Hold
48 /100
Weak
— Jun 14, 2026
13
BE Semiconductor (Besi)
BESI · Amsterdam
In-Depth Value Analysis of Besi, a Back-End Advanced Packaging Equipment Leader Jun 4, 2026 Watch
48 /100
Weak
86/100 Jun 9, 2026
14
Dell Technologies Inc.
DELL · US
Dell Technologies Deep Value Research May 25, 2026 Watch
48 /100
Weak
57/100 Jun 10, 2026
15
Johnson & Johnson
JNJ · US
Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap May 25, 2026 Watch
48 /100
Weak
82/100 Jun 10, 2026
16
Applied Materials, Inc.
AMAT · US
Applied Materials Deep Value Investment Research May 21, 2026 Watch
48 /100
Weak
92/100 Jun 10, 2026
17
Okta, Inc.
OKTA · US
Okta: Identity Infrastructure in Transition Jun 17, 2026 Hold
47 /100
Weak
— Jun 17, 2026
18
Taiwan Elite Material (Elite Material, EMC)
2383 · Taiwan
Long-Term Value Research on Taiwan Elite Material (EMC) Jun 9, 2026 Watch
47 /100
Weak
73/100 Jun 10, 2026
19
Emerson Electric Co.
EMR · US
Emerson Electric: A Long-Term Owner's View May 26, 2026 Watch
47 /100
Weak
77/100 Jun 11, 2026
20
GE Aerospace
GE · US
GE Aerospace Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
21/100 Jun 10, 2026
21
Thermo Fisher Scientific Inc.
TMO · US
Thermo Fisher: A Long-Term Owner's Perspective May 25, 2026 Watch
47 /100
Weak
69/100 Jun 11, 2026
22
IDEXX Laboratories, Inc.
IDXX · US
In-Depth Value Research on IDEXX Laboratories May 22, 2026 Watch
47 /100
Weak
92/100 Jun 11, 2026
23
VanEck Semiconductor ETF
SMH · US
VanEck Semiconductor ETF (SMH) Deep Value Research May 20, 2026 Watch
47 /100
Weak
— Jun 10, 2026
24
Waters Corporation
WAT · US
Long-Term Research on Waters' Laboratory Analytics and Diagnostic Tools May 28, 2026 Watch
46 /100
Weak
— Jun 10, 2026
25
W.W. Grainger, Inc.
GWW · US
W.W. Grainger Deep Value Investment Analysis May 27, 2026 Watch
46 /100
Weak
85/100 Jun 11, 2026
26
Teradyne, Inc.
TER · US
Teradyne Deep Value Investment Analysis May 27, 2026 Watch
46 /100
Weak
73/100 Jun 11, 2026
27
Robinhood Markets, Inc.
HOOD · US
Robinhood Markets Deep Value Research May 26, 2026 Watch
46 /100
Weak
32/100 Jun 11, 2026
28
Philip Morris International Inc.
PM · US
Philip Morris International: In-Depth Value Investment Research May 25, 2026 Watch
46 /100
Weak
76/100 Jun 11, 2026
29
Caterpillar Inc.
CAT · US
Caterpillar Long-Term Value Investment Analysis May 24, 2026 Watch
46 /100
Weak
60/100 Jun 11, 2026
30
Arthur J. Gallagher & Co.
AJG · US
Arthur J. Gallagher Insurance Brokerage M&A Compounder Research May 23, 2026 Watch
46 /100
Weak
— Jun 10, 2026
31
Walmart Inc.
WMT · US
Walmart Research from a Long-Term Owner's Perspective May 23, 2026 Watch
46 /100
Weak
69/100 Jun 11, 2026
32
Chengdu Eoptolink Communication Technology Co., Ltd.
300502 · Shenzhen
Eoptolink Research from a Long-Term Business Owner's Perspective May 21, 2026 Watch
46 /100
Weak
58/100 Jun 10, 2026
33
Bloom Energy Corporation
BE · US
Bloom Energy In-Depth Value Investment Research May 20, 2026 Watch
46 /100
Weak
— Jun 10, 2026
34
RemeGen Co., Ltd.
688331 · Shanghai
RemeGen: Two Self-Developed Drug Franchises and an Export Licensing Engine, With the A-Share Already Pricing a Cleaner Future Than the Filings Justify Jun 25, 2026 Avoid
45 /100
Weak
— Jun 25, 2026
35
Chroma ATE Inc.
2360 · Taiwan
Chroma ATE Value Investment Deep-Dive Jun 9, 2026 Avoid
45 /100
Weak
80/100 Jun 10, 2026
36
Advantest
6857 · TSE
Advantest Deep Value Research Report Jun 4, 2026 Watch
45 /100
Weak
— Jun 10, 2026
37
ASM International
ASM · Amsterdam
ASM International Deep Value Investment Analysis Jun 4, 2026 Watch
45 /100
Weak
67/100 Jun 9, 2026
38
Mettler-Toledo International Inc.
MTD · US
Mettler-Toledo International Inc.: A Value Investing Deep Dive May 29, 2026 Watch
45 /100
Weak
90/100 Jun 10, 2026
39
Rockwell Automation, Inc.
ROK · US
Rockwell Automation: An In-Depth Value Investing Analysis May 27, 2026 Watch
45 /100
Weak
85/100 Jun 11, 2026
40
United Rentals, Inc.
URI · US
United Rentals: A Deep Value Investment Study May 27, 2026 Watch
45 /100
Weak
71/100 Jun 11, 2026
41
Carvana Co.
CVNA · US
Carvana Co.: A Deep-Dive Value Investing Analysis May 26, 2026 Watch
45 /100
Weak
— Jun 11, 2026
42
Comfort Systems USA, Inc.
FIX · US
Comfort Systems USA: A Deep Value Investment Analysis May 26, 2026 Watch
45 /100
Weak
87/100 Jun 11, 2026
43
AMETEK, Inc.
AME · US
AMETEK Precision Instruments and Industrial Technology Research May 23, 2026 Watch
45 /100
Weak
77/100 Jun 11, 2026
44
Cisco Systems, Inc.
CSCO · US
Cisco Systems: A Value-Investing Deep Dive May 22, 2026 Watch
45 /100
Weak
87/100 Jun 11, 2026
45
Fastenal Company
FAST · US
Fastenal Company: An In-Depth Value Study May 22, 2026 Watch
45 /100
Weak
94/100 Jun 11, 2026
46
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
47
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
48
Coherent Corp.
COHR · US
Coherent: A Deep-Dive Value Investing Study May 20, 2026 Watch
45 /100
Weak
— Jun 10, 2026
49
Tempus AI, Inc.
TEM · US
Tempus AI: A Long-Term Owner's Perspective May 17, 2026 Watch
45 /100
Weak
— Jun 11, 2026
50
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
51
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
52
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
53
MetaX Integrated Circuits (Shanghai) Co., Ltd.
688802 · Shanghai
In-Depth Research on MetaX Jun 11, 2026 Avoid
44 /100
Weak
— Jun 11, 2026
54
Ibiden Co., Ltd.
4062 · TSE
Long-Term Value Research on Ibiden Jun 9, 2026 Watch
44 /100
Weak
— Jun 10, 2026
55
Illumina
ILMN · US
Illumina Zen Horizon Framework Deep-Dive Research Jun 7, 2026 Watch
44 /100
Weak
— Jun 10, 2026
56
Moderna, Inc.
MRNA · US
Moderna: A Long-Term Business Owner's Perspective May 30, 2026 Watch
44 /100
Weak
— Jun 10, 2026
57
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
58
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
59
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
60
Qnity Electronics, Inc.
Q · US
Qnity Electronics: A Long-Term Business Owner's Perspective May 28, 2026 Watch
44 /100
Weak
— Jun 10, 2026
61
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
62
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
63
Old Dominion Freight Line, Inc.
ODFL · US
Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's Perspective May 22, 2026 Watch
44 /100
Weak
79/100 Jun 10, 2026
64
Agilent Technologies, Inc.
A · US
Agilent Technologies: A Study from a Long-Term Business Owner's Perspective May 21, 2026 Watch
44 /100
Weak
83/100 Jun 10, 2026
65
Onto Innovation Inc.
ONTO · US
Onto Innovation: A Deep-Dive Value Investing Study May 20, 2026 Watch
44 /100
Weak
— Jun 10, 2026
66
Zhipu (Zhipu AI)
2513 · HK
Zhipu: A Long-Term Owner's Perspective May 17, 2026 Avoid
44 /100
Weak
— Jun 11, 2026
67
United Microelectronics Corporation
2303 · Taiwan
United Microelectronics Corporation UMC Deep-Dive Research Jun 14, 2026 Watch
43 /100
Weak
44/100 Jun 14, 2026
68
Shengyi Technology
600183 · Shanghai
Shengyi Technology Long-Term Owner's Perspective Research Jun 9, 2026 Avoid
43 /100
Weak
61/100 Jun 10, 2026
69
Murata Manufacturing
6981 · TSE
Long-Term Value Research on Murata Manufacturing Jun 9, 2026 Watch
43 /100
Weak
— Jun 9, 2026
70
Revvity, Inc.
RVTY · US
Revvity In-Depth Value Investment Research May 31, 2026 Watch
43 /100
Weak
— Jun 10, 2026
71
Hewlett Packard Enterprise Company
HPE · US
HPE: An Investment Analysis Through a Long-Term Business Owner's Lens May 27, 2026 Watch
43 /100
Weak
— Jun 11, 2026
72
Deere & Company
DE · US
Deere & Company: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
64/100 Jun 10, 2026
73
Quanta Services, Inc.
PWR · US
Quanta Services: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
53/100 Jun 11, 2026
74
Union Pacific Corporation
UNP · US
Union Pacific: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
77/100 Jun 11, 2026
75
Ciena Corporation
CIEN · US
Ciena: A Long-Term Value Investing Analysis May 24, 2026 Watch
43 /100
Weak
62/100 Jun 11, 2026
76
Ross Stores, Inc.
ROST · US
Ross Stores: A Long-Term Owner's Perspective May 23, 2026 Watch
43 /100
Weak
72/100 Jun 11, 2026
77
Western Superconducting Technologies Co., Ltd.
688122 · Shanghai
Western Superconducting: A Long-Term Enterprise Value Analysis May 21, 2026 Watch
43 /100
Weak
50/100 Jun 10, 2026
78
Amgen Inc.
AMGN · US
Amgen Inc. Deep-Dive Value Investing Analysis May 21, 2026 Watch
43 /100
Weak
67/100 Jun 10, 2026
79
Jiangsu Nata Opto-electronic Material Co., Ltd.
300346 · Shenzhen
Nata Opto-electronic: A Value-Investing Deep Dive May 20, 2026 Watch
43 /100
Weak
44/100 Jun 10, 2026
80
Lumentum Holdings Inc.
LITE · US
Lumentum Holdings: A Deep Value-Investing Study May 20, 2026 Avoid
43 /100
Weak
— Jun 10, 2026
81
Seagate Technology Holdings plc
STX · US
Seagate Technology: A Deep Value-Investing Study May 20, 2026 Watch
43 /100
Weak
52/100 Jun 10, 2026
82
Modine Manufacturing Company
MOD · US
Modine Manufacturing: A Deep Long-Term Value Investing Study May 19, 2026 Watch
43 /100
Weak
37/100 Jun 11, 2026
83
Beijing Jingyi Automation Equipment Co., Ltd.
688652 · Shanghai
Beijing Jingyi: A Genuine Semiconductor Subsystem Business at an Increasingly Demanding Price Jun 29, 2026 Watch
42 /100
Weak
— Jun 29, 2026
84
10x Genomics, Inc.
TXG · US
10x Genomics Deep-Dive Research Jun 15, 2026 Hold
42 /100
Weak
— Jun 15, 2026
85
Guangzhou Huate Gas Co., Ltd.
688268 · Shanghai
A Long-Term Owner's View of Huate Gas Jun 9, 2026 Watch
42 /100
Weak
— Jun 10, 2026
86
Curtiss-Wright Corporation
CW · US
Curtiss-Wright Research from a Long-Term Owner's Perspective Jun 3, 2026 Watch
42 /100
Weak
78/100 Jun 10, 2026
87
MACOM Technology Solutions Holdings, Inc.
MTSI · US
MACOM Technology Research from a Long-Term Owner's Perspective Jun 3, 2026 Watch
42 /100
Weak
33/100 Jun 10, 2026
88
NetApp, Inc.
NTAP · US
NetApp: A Deep-Value Study May 28, 2026 Watch
42 /100
Weak
88/100 Jun 10, 2026
89
eBay Inc.
EBAY · US
eBay as a Long-Term Business Asset: A Value Analysis May 27, 2026 Watch
42 /100
Weak
56/100 Jun 11, 2026
90
Chevron Corporation
CVX · US
Chevron Corporation: A Value-Investing Deep Dive May 25, 2026 Watch
42 /100
Weak
— Jun 10, 2026
91
CSX Corporation
CSX · US
CSX Corporation: A Deep-Dive Value Investing Study May 22, 2026 Watch
42 /100
Weak
72/100 Jun 11, 2026
92
JSR Corporation
4185 · TSE
JSR (4185.TSE): A Leading Semiconductor Materials Company in Delisting Restructuring Jun 9, 2026 Watch
41 /100
Weak
— Jun 10, 2026
93
Liuliumei Orchard Group Co., Ltd. (Liuliumei)
6658 · HK
Liuliumei (06658.HK) Zen Horizon Report Jun 8, 2026 Watch
41 /100
Weak
— Jun 10, 2026
94
VeriSilicon
688521 · Shanghai
VeriSilicon From a Long-Term Owner's Perspective Jun 4, 2026 Avoid
41 /100
Weak
— Jun 10, 2026
95
DuPont de Nemours, Inc.
DD · US
DuPont de Nemours: An Investment Analysis Through a Long-Term Business Owner's Lens May 29, 2026 Watch
41 /100
Weak
— Jun 10, 2026
96
PPG Industries, Inc.
PPG · US
PPG Industries: A Long-Term Owner-Perspective Investment Analysis May 29, 2026 Watch
41 /100
Weak
83/100 Jun 10, 2026
97
Live Nation Entertainment, Inc.
LYV · US
Live Nation Entertainment: A Long-Term Business Owner's Perspective May 27, 2026 Watch
41 /100
Weak
26/100 Jun 10, 2026
98
Nucor Corporation
NUE · US
Nucor Corporation Investment Research Report May 27, 2026 Watch
41 /100
Weak
58/100 Jun 11, 2026
99
Dongfang Electric Corporation Limited
600875 · Shanghai
Dongfang Electric: A Long-Term Business Owner's Perspective May 21, 2026 Watch
41 /100
Weak
— Jun 10, 2026
100
Hut 8 Corp.
HUT · US
Hut 8 In-Depth Value Investing Research May 20, 2026 Watch
41 /100
Weak
— Jun 10, 2026