1
P
Palantir Technologies Inc.
PLTR · US
Palantir Through a Long-Term Owner's Lens May 18, 2026
Watch
61 /100
Medium
Jun 11, 2026
2
A
Broadcom Inc.
AVGO · US
Broadcom: A Deep-Dive Research Report Jun 3, 2026
Avoid
57 /100
Medium
Jun 9, 2026
3
A
Arista Networks, Inc.
ANET · US
Arista Networks: A Long-Term Study of the Data Center Switching Leader May 23, 2026
Watch
56 /100
Medium
Jun 11, 2026
4
3
Zhongji Innolight Co., Ltd.
300308 · Shenzhen
Innolight (Zhongji Innolight): A Deep Value Investment Study May 21, 2026
Watch
56 /100
Medium
Jun 10, 2026
5
A
Arm Holdings plc
ARM · US
Arm Holdings: A Deep-Dive Value Analysis May 21, 2026
Watch
55 /100
Medium
Jun 10, 2026
6
C
CrowdStrike Holdings, Inc.
CRWD · US
CrowdStrike: A Deep Value Investing Analysis May 21, 2026
Watch
54 /100
Medium
Jun 10, 2026
7
A
Advanced Micro Devices, Inc.
AMD · US
AMD: A Deep Dive Through the Lens of a Long-Term Business Owner May 20, 2026
Watch
53 /100
Medium
Jun 10, 2026
8
6
DISCO Corporation
6146 · TSE
Disco: A Long-Term Business Owner's View Jun 9, 2026
Watch
52 /100
Medium
Jun 9, 2026
9
S
Synopsys, Inc.
SNPS · US
Synopsys: A Long-Term Owner's Perspective May 23, 2026
Watch
52 /100
Medium
Jun 11, 2026
10
D
Datadog, Inc.
DDOG · US
Datadog: A Value Investing Deep Dive May 22, 2026
Watch
52 /100
Medium
Jun 11, 2026
11
I
Intuitive Surgical, Inc.
ISRG · US
Intuitive Surgical: A Long-Term Business Owner's Research Report May 22, 2026
Watch
52 /100
Medium
Jun 11, 2026
12
K
KLA Corporation
KLAC · US
KLA Corporation: A Deep Value Investment Analysis May 22, 2026
Watch
52 /100
Medium
Jun 11, 2026
13
A
Axon Enterprise, Inc.
AXON · US
Axon Enterprise: A Deep Value Investing Analysis May 21, 2026
Watch
52 /100
Medium
Jun 10, 2026
14
T
Texas Pacific Land Corporation
TPL · US
Texas Pacific Land: A Deep Value Investment Study May 28, 2026
Watch
51 /100
Medium
Jun 10, 2026
15
C
Cadence Design Systems, Inc.
CDNS · US
Cadence Design Systems: A Deep Value Investing Analysis May 21, 2026
Watch
51 /100
Medium
Jun 10, 2026
16
N
Newmont Corporation
NEM · US
Newmont Through a Long-Term Owner's Lens May 25, 2026
Watch
35 /100
Weak
Jun 10, 2026
17
2
Kioxia Holdings Corporation
285A · TSE
Kioxia Holdings: A Deep Dive Jun 14, 2026
Avoid
34 /100
Poor
Jun 14, 2026
18
R
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
19
R
Riot Platforms, Inc.
RIOT · US
Riot Platforms: A Value-Investing Deep Dive May 20, 2026
Watch
33 /100
Poor
Jun 10, 2026
20
6
Shanghai Electric Group Co., Ltd.
601727 · Shanghai
Shanghai Electric: A Long-Term Business Owner's Investment Analysis May 20, 2026
Watch
32 /100
Poor
Jun 10, 2026
21
6
Grinm Advanced Materials Co., Ltd.
600206 · Shanghai
Grinm Advanced Materials: A Long-Term Business Owner's Research Report May 20, 2026
Avoid
31 /100
Poor
Jun 10, 2026
22
B
Babcock & Wilcox Enterprises, Inc.
BW · US
Babcock & Wilcox Enterprises: A Value Investing Deep Dive May 20, 2026
Avoid
31 /100
Poor
Jun 10, 2026
23
A
ATI Inc.
ATI · US
ATI: A Long-Term Owner's Perspective Jun 3, 2026
Watch
30 /100
Poor
Jun 5, 2026
24
W
Woodward, Inc.
WWD · US
Woodward: A Long-Term Owner's Perspective Jun 3, 2026
Watch
30 /100
Poor
Jun 5, 2026
25
F
Filtronic plc
FTC · LSE
Filtronic: A Long-Term Value Study Jun 3, 2026
Watch
29 /100
Poor
Jun 5, 2026
26
S
SharonAI Holdings Inc
SHAZ · US
SharonAI Holdings Inc Investment Research Report May 20, 2026
Watch
29 /100
Poor
Jun 10, 2026
27
D
Destiny Tech100, Inc.
DXYZ · US
Destiny Tech100 (DXYZ): A Long-Term Owner's View Jun 4, 2026
Avoid
28 /100
Poor
Jun 5, 2026
28
M
Materion Corporation
MTRN · US
Materion: A Long-Term Owner's Perspective Jun 3, 2026
Watch
28 /100
Poor
Jun 5, 2026
29
3
Sphere Corp
347700 · Korea
Sphere Corp: A Value Study of Aerospace Specialty Alloys Jun 3, 2026
Avoid
26 /100
Poor
Jun 6, 2026
30
C
Carpenter Technology Corporation
CRS · US
Carpenter Technology: A Long-Term Owner's View Jun 3, 2026
Watch
26 /100
Poor
Jun 6, 2026
31
V
Velo3D, Inc.
VELO · US
Velo3D: A Long-Term Owner's Perspective Jun 3, 2026
Avoid
23 /100
Poor
Jun 5, 2026
32
M
Mercury Systems, Inc.
MRCY · US
Mercury Systems: A Long-Term Owner's Study Jun 3, 2026
Avoid
22 /100
Poor
Jun 5, 2026
33
6
HYLink Digital Technology Co., Ltd.
603825 · Shanghai
HYLink Digital: A Long-Term Owner's Investment Analysis May 21, 2026
Avoid
21 /100
Poor
Jun 10, 2026