1
N
NVIDIA Corporation
NVDA · US
NVIDIA Investment Memo May 22, 2026
Watch
66 /100
Strong
Jun 9, 2026
2
M
Meta Platforms, Inc.
META · US
Meta Platforms: A Deep Value Investment Study May 19, 2026
Watch
58 /100
Medium
Jun 11, 2026
3
A
Amazon.com, Inc.
AMZN · US
Amazon: A Long-Term Owner's Perspective May 19, 2026
Watch
57 /100
Medium
Jun 11, 2026
4
2
Taiwan Semiconductor Manufacturing Company Limited
2330 · Taiwan
TSMC: A Deep-Dive Value Investing Study May 22, 2026
Watch
56 /100
Medium
Jun 10, 2026
5
M
MercadoLibre, Inc.
MELI · US
MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business Owner May 22, 2026
Watch
56 /100
Medium
Jun 11, 2026
6
A
Astera Labs, Inc.
ALAB · US
Astera Labs (ALAB): A Zen Horizon Report Jun 5, 2026
Watch
55 /100
Medium
Jun 10, 2026
7
F
Fortinet, Inc.
FTNT · US
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens May 22, 2026
Watch
55 /100
Medium
Jun 11, 2026
8
G
Alphabet Inc.
GOOG · US
Alphabet Inc.: A Long-Term Business Owner's Study May 22, 2026
Watch
55 /100
Medium
Jun 11, 2026
9
O
Oracle Corporation
ORCL · US
Oracle Corporation: A Long-Term Business Owner's Perspective May 20, 2026
Watch
55 /100
Medium
Jun 10, 2026
10
S
SpaceX (post-xAI merger entity)
SPCX · US
SpaceX: A Deep-Dive Research Report May 24, 2026
Watch
54 /100
Medium
Jun 11, 2026
11
Z
Zscaler, Inc.
ZS · US
Zscaler: A Long-Term Owner's Perspective May 23, 2026
Watch
53 /100
Medium
Jun 11, 2026
12
B
Blackstone Inc.
BX · US
Blackstone: A Deep Value Investment Analysis May 24, 2026
Watch
52 /100
Medium
Jun 10, 2026
13
A
Autodesk, Inc.
ADSK · US
Autodesk: A Deep Value Investment Analysis May 21, 2026
Watch
52 /100
Medium
Jun 10, 2026
14
N
ServiceNow, Inc.
NOW · US
ServiceNow: A Value Investing Study May 25, 2026
Watch
51 /100
Medium
Jun 11, 2026
15
N
Netflix, Inc.
NFLX · US
Netflix: A Long-Term Business Owner's Perspective May 22, 2026
Watch
51 /100
Medium
Jun 10, 2026
16
M
Marvell Technology, Inc.
MRVL · US
Marvell Technology: A Deep Long-Term Value Study May 19, 2026
Watch
51 /100
Medium
Jun 11, 2026
17
N
Cloudflare, Inc.
NET · US
Cloudflare: A Long-Term Owner's Perspective May 17, 2026
Watch
51 /100
Medium
Jun 11, 2026
18
H
Halliburton Company
HAL · US
Halliburton: A Deep Dive on Long-Term Value May 28, 2026
Watch
35 /100
Weak
Jun 10, 2026
19
M
Marathon Petroleum Corporation
MPC · US
Marathon Petroleum: A Deep-Value Investment Study May 26, 2026
Watch
35 /100
Weak
Jun 11, 2026
20
6
51WORLD
6651 · HK
51WORLD: A Deep Research Report May 25, 2026
Watch
35 /100
Weak
Jun 11, 2026
21
W
WhiteFiber, Inc.
WYFI · US
WhiteFiber: A Deep Value Investing Study May 20, 2026
Watch
34 /100
Poor
Jun 10, 2026
22
N
Norfolk Southern Corporation
NSC · US
Norfolk Southern: A Deep Value Investment Analysis May 26, 2026
Watch
32 /100
Poor
Jun 11, 2026
23
V
Valero Energy Corporation
VLO · US
Valero Energy Corporation: A Long-Term Value Investing Study May 26, 2026
Watch
31 /100
Poor
Jun 11, 2026
24
G
Gilat Satellite Networks Ltd.
GILT · US
Gilat Satellite Networks: A Long-Term Owner's Research View Jun 3, 2026
Watch
30 /100
Poor
Jun 5, 2026
25
S
EchoStar Corporation
SATS · US
EchoStar: A Deep-Value Study May 28, 2026
Avoid
29 /100
Poor
Jun 10, 2026
26
T
Bio-Techne Corporation
TECH · US
Bio-Techne Corporation: A Deep Value Investing Study May 31, 2026
Watch
27 /100
Poor
Jun 6, 2026
27
S
Virgin Galactic
SPCE · US
Virgin Galactic: A Deep Value Investment Analysis Jun 4, 2026
Avoid
26 /100
Poor
Jun 4, 2026
28
2
Kencoa Aerospace
274090 · Korea
Kencoa Aerospace: A Value Study of an Aerostructures Supplier Jun 3, 2026
Watch
24 /100
Poor
Jun 6, 2026
29
S
Sidus Space
SIDU · US
Sidus Space: A Deep Value Investment Analysis Jun 4, 2026
Avoid
22 /100
Poor
Jun 5, 2026