| 101 |
Trane Technologies plc
TT · USA
|
$100B |
84/100
Exzellent
|
47/100 |
24.0%low 13.3% |
10 yr+ |
0.3× |
32% |
Trane Technologies: A Long-Term Owner's View26. Mai 2026 · Watch |
FY2025 |
| 102 |
Colgate-Palmolive Company
CL · USA
|
$73B |
84/100
Exzellent
|
44/100 |
60.0%low 60.0% |
10 yr+ |
19.9× |
59% |
Colgate-Palmolive: A Long-Term Value Investing Analysis24. Mai 2026 · Watch |
FY2025 |
| 103 |
PayPal Holdings Inc
PYPL · USA
|
$49B |
84/100
Exzellent
|
43/100 |
16.7%low 9.5% |
10 yr+ |
Net cash |
53% |
PayPal Holdings: A Deep-Dive Investment Study22. Mai 2026 · Cautious Buy |
FY2025 |
| 104 |
Diageo PLC
DGE · LSE
|
$46B |
84/100
Exzellent
|
31/100 |
34.7%low 20.8% |
10 yr+ |
2.0× |
61% |
Diageo: Cyclical Trough and Structural Erosion Are Both Real, and at 16.435 Pounds the Discount Is Not Yet Wide Enough31. Juli 2026 · Hold |
FY2025 |
| 105 |
Hershey Co
HSY · USA
|
$35B |
84/100
Exzellent
|
43/100 |
51.2%low 19.0% |
10 yr+ |
1.0× |
44% |
The Hershey Company: A Deep-Dive Value Investing Study27. Mai 2026 · Watch |
FY2025 |
| 106 |
Zoetis Inc
ZTS · USA
|
$32B |
84/100
Exzellent
|
47/100 |
51.4%low 43.5% |
10 yr+ |
2.2× |
67% |
Zoetis Long-Term Business Owner Value Analysis28. Mai 2026 · Cautious Buy |
FY2025 |
| 107 |
Texas Pacific Land Corporation
TPL · USA
|
$28B |
84/100
Exzellent
|
51/100 |
48.7%low 33.0% |
10 yr+ |
Net cash |
93% |
Texas Pacific Land: A Deep Value Investment Study28. Mai 2026 · Watch |
FY2025 |
| 108 |
Hubbell Inc
HUBB · USA
|
$25B |
84/100
Exzellent
|
47/100 |
20.3%low 14.9% |
10 yr+ |
0.5× |
31% |
In-Depth Value Analysis of Hubbell Incorporated29. Mai 2026 · Watch |
FY2025 |
| 109 |
Allison Transmission Holdings Inc
ALSN · USA
|
$9.6B |
84/100
Exzellent
|
43/100 |
49.2%low 19.9% |
10 yr+ |
0.8× |
49% |
Allison Transmission: A Reassessment During the Integration Phase28. Mai 2026 · Hold |
FY2025 |
| 110 |
Apple Inc.
AAPL · USA
|
$4.5T |
83/100
Exzellent
|
43/100 |
54.7%low 35.6% |
10 yr+ |
0.8× |
41% |
Apple Inc.: Strip Out the Tariff Refunds and the 50.1% Margin Becomes 48.1%, While 308.91 Dollars Earns Less Than the Ten-Year Treasury1. August 2026 · Hold |
FY2025 |
| 111 |
LVMH Moët Hennessy - Louis Vuitton
MC · Paris
|
$253B |
83/100
Exzellent
|
44/100 |
19.2%low 12.1% |
10 yr+ |
0.3× |
67% |
LVMH Moet Hennessy Louis Vuitton SE: Fashion & Leather Goods Supplies 71% of H1 2026 Recurring Operating Profit, and EUR 426.55 Sits 33% Above the EUR 320 Conservative Value9. September 2026 · Hold |
FY2025 |
| 112 |
Amphenol Corporation
APH · USA
|
$198B |
83/100
Exzellent
|
37/100 |
24.6%low 16.1% |
10 yr+ |
0.3× |
33% |
Amphenol Long-Term Owner Perspective Research3. Juni 2026 · Watch |
FY2025 |
| 113 |
Unilever PLC
ULVR · LSE
|
$130B |
83/100
Exzellent
|
43/100 |
39.4%low 28.7% |
10 yr+ |
1.6× |
43% |
Unilever: Q2 Volume Grew 5.5%, the Strongest Quarter in More Than a Decade, but 47.43 Pounds Leaves No Margin of Safety3. August 2026 · Hold |
FY2025 |
| 114 |
Intuitive Surgical Inc
ISRG · USA
|
$127B |
83/100
Exzellent
|
52/100 |
14.1%low 10.9% |
10 yr+ |
Net cash |
68% |
Intuitive Surgical: A Long-Term Business Owner's Research Report22. Mai 2026 · Watch |
FY2025 |
| 115 |
Stryker Corporation
SYK · USA
|
$125B |
83/100
Exzellent
|
49/100 |
16.0%low 10.2% |
10 yr+ |
0.5× |
62% |
Stryker In-Depth Value Investment Research25. Mai 2026 · Watch |
FY2025 |
| 116 |
Regeneron Pharmaceuticals Inc
REGN · USA
|
$79B |
83/100
Exzellent
|
48/100 |
22.5%low 14.4% |
10 yr+ |
Net cash |
89% |
Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's Perspective22. Mai 2026 · Watch |
FY2025 |
| 117 |
Jiangsu Hengrui Medicine Co Ltd
600276 · Shanghai
|
$50B |
83/100
Exzellent
|
51/100 |
16.5%low 10.3% |
10 yr+ |
Net cash |
86% |
Hengrui Pharmaceuticals: A Fortress Innovation Platform, But RMB 50 Already Pays for the Upgrade26. Juni 2026 · Hold |
FY2025 |
| 118 |
Accton Technology Corp
2345 · Taiwan
|
$45B |
83/100
Exzellent
|
45/100 |
33.5%low 21.4% |
10 yr+ |
Net cash |
20% |
Accton Technology Tiefgehende Research-Analyse14. Juni 2026 · Halten |
FY2025 |
| 119 |
Agilent Technologies Inc
A · USA
|
$39B |
83/100
Exzellent
|
44/100 |
17.8%low 6.9% |
10 yr+ |
0.2× |
53% |
Agilent Technologies: A Study from a Long-Term Business Owner's Perspective21. Mai 2026 · Watch |
FY2025 |
| 120 |
Dassault Systemes SE
DSY · Paris
|
$28B |
83/100
Exzellent
|
49/100 |
12.4%low 9.7% |
10 yr+ |
Net cash |
84% |
Dassault Systèmes: A Zen Horizon Framework Deep-Dive Research Report4. Juni 2026 · Watch |
FY2025 |
| 121 |
PPG Industries Inc
PPG · USA
|
$25B |
83/100
Exzellent
|
41/100 |
20.9%low 15.6% |
10 yr+ |
— |
41% |
PPG Industries: A Long-Term Owner-Perspective Investment Analysis29. Mai 2026 · Watch |
FY2025 |
| 122 |
Expeditors International of Washington, Inc.
EXPD · USA
|
$22B |
83/100
Exzellent
|
44/100 |
31.9%low 23.4% |
10 yr+ |
Net cash |
13% |
Expeditors International Deep-Dive Value Research29. Mai 2026 · Watch |
FY2025 |
| 123 |
Houlihan Lokey Inc
HLI · USA
|
$8.8B |
83/100
Exzellent
|
41/100 |
19.2%low 14.8% |
10 yr+ |
Net cash |
43% |
Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is Dormant19. August 2026 · Hold |
FY2026 |
| 124 |
Lao Feng Xiang Co Ltd A
600612 · Shanghai
|
$2.6B |
83/100
Exzellent
|
33/100 |
18.4%low 11.6% |
10 yr+ |
Net cash |
8% |
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 Value9. August 2026 · Hold |
FY2025 |
| 125 |
Herbalife Nutrition Ltd
HLF · USA
|
$1.3B |
83/100
Exzellent
|
31/100 |
49.9%‡low 30.9% |
10 yr+ |
— |
79% |
Herbalife Ltd.: Real Volume Growth, Concentrated in India, on a Leveraged Balance Sheet4. September 2026 · Watch |
FY2025 |
| 126 |
Taiwan Semiconductor Manufacturing
TSM · USA
|
$2.1T |
82/100
Exzellent
|
57/100 |
26.3%low 21.8% |
10 yr+ |
Net cash |
53% |
TSMC: Earnings Have Outrun the Share Price to a 28.1x Trailing Multiple, but a Limit-Up Close at NT$2,425 Leaves Only a Limited Margin of Safety31. Juli 2026 · Hold |
FY2025 |
| 127 |
Johnson & Johnson
JNJ · USA
|
$618B |
82/100
Exzellent
|
48/100 |
25.5%low 2.2% |
10 yr+ |
0.3× |
69% |
Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap25. Mai 2026 · Watch |
FY2025 |
| 128 |
Tencent Holdings Ltd
0700 · Hongkong
|
$548B |
82/100
Exzellent
|
53/100 |
21.1%low 13.2% |
10 yr+ |
Net cash |
48% |
Tencent Holdings: A 12.8% Re-Rating on an Unconfirmed WeChat Agent, While Q1 Disclosed RMB8.8 Billion of AI Drag9. August 2026 · Hold |
FY2025 |
| 129 |
Texas Instruments Incorporated
TXN · USA
|
$252B |
82/100
Exzellent
|
49/100 |
46.2%low 28.4% |
10 yr+ |
0.6× |
63% |
Texas Instruments Analog and Embedded Processors Research23. Mai 2026 · Watch |
FY2025 |
| 130 |
Foxconn Industrial Internet Co Ltd
601138 · Shanghai
|
$158B |
82/100
Exzellent
|
40/100 |
22.0%low 15.0% |
10 yr+ |
Net cash |
8% |
FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuation4. Juni 2026 · Watch |
FY2025 |
| 131 |
Fortinet Inc
FTNT · USA
|
$119B |
82/100
Exzellent
|
55/100 |
38.0%low 3.8% |
10 yr+ |
Net cash |
77% |
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens22. Mai 2026 · Watch |
FY2025 |
| 132 |
BAE Systems plc
BA · LSE
|
$78B |
82/100
Exzellent
|
46/100 |
20.8%low 14.2% |
10 yr+ |
0.5× |
41% |
BAE Systems: The Portfolio Moat Is Genuine, but at 20.27 GBP the Rerating Has Already Outrun Earnings Growth30. Juli 2026 · Hold |
FY2025 |
| 133 |
Ferguson Plc
FERG · USA
|
$48B |
82/100
Exzellent
|
43/100 |
29.7%low 20.3% |
10 yr+ |
0.9× |
30% |
Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than Treasuries16. August 2026 · Hold |
FY2025 |
| 134 |
GE HealthCare Technologies Inc.
GEHC · USA
|
$31B |
82/100
Exzellent
|
43/100 |
30.2%low 13.5% |
7 yr |
0.5× |
40% |
GE HealthCare Technologies: A Deep Value Investment Analysis22. Mai 2026 · Watch |
FY2025 |
| 135 |
Suzhou TFC Optical Communication Co Ltd
300394 · Shenzhen
|
$26B |
82/100
Exzellent
|
48/100 |
19.9%low 12.7% |
10 yr+ |
Net cash |
53% |
T&S Communications: A Real Upstream Bottleneck, Priced as if Scarcity Economics Were Permanent28. Juli 2026 · Avoid |
FY2025 |
| 136 |
IDEX Corporation
IEX · USA
|
$17B |
82/100
Exzellent
|
44/100 |
16.7%low 12.0% |
10 yr+ |
0.3× |
48% |
IDEX Corporation Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 137 |
RPM International Inc
RPM · USA
|
$14B |
82/100
Exzellent
|
43/100 |
22.0%low 12.7% |
10 yr+ |
0.8× |
40% |
RPM International Inc.26. Juli 2026 · Hold |
FY2026 |
| 138 |
Deckers Outdoor Corporation
DECK · USA
|
$13B |
82/100
Exzellent
|
47/100 |
26.3%low 0.6% |
10 yr+ |
Net cash |
53% |
Deckers In-Depth Value Investment Research30. Mai 2026 · Cautious Buy |
FY2026 |
| 139 |
Shandong Himile Mechanical Science & Technology Co Ltd
002595 · Shenzhen
|
$8.5B |
82/100
Exzellent
|
47/100 |
18.1%low 16.2% |
10 yr+ |
Net cash |
33% |
Himile: A 40%-Margin Tire-Mould Franchise Is Funding Two Adjacencies That Have Not Yet Earned Their Keep19. August 2026 · Hold |
FY2025 |
| 140 |
NewMarket Corporation
NEU · USA
|
$7.8B |
82/100
Exzellent
|
45/100 |
35.6%low 23.5% |
10 yr+ |
0.5× |
28% |
NewMarket Corporation: The Cash Cow, the Rocket-Propellant Option, and What the Market Now Prices19. August 2026 · Hold |
FY2025 |
| 141 |
NVIDIA Corporation
NVDA · USA
|
$4.9T |
81/100
Exzellent
|
66/100 |
39.9%low 19.8% |
10 yr+ |
Net cash |
64% |
NVIDIA: Demand Has Broadened Beyond the Hyperscalers, but Its Funding Base Has Not, and 197 USD Already Prices Continued Excellence29. Juli 2026 · Hold |
FY2026 |
| 142 |
Delta Electronics Inc
2308 · Taiwan
|
$198B |
81/100
Exzellent
|
50/100 |
17.0%low 14.0% |
10 yr+ |
Net cash |
28% |
Delta Electronics Zen Horizon Framework Deep Dive4. Juni 2026 · Watch |
FY2025 |
| 143 |
Moodys Corporation
MCO · USA
|
$83B |
81/100
Exzellent
|
47/100 |
57.3%low 46.2% |
10 yr+ |
1.2× |
68% |
Moody's from a Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 144 |
DR Horton Inc
DHI · USA
|
$40B |
81/100
Exzellent
|
41/100 |
18.9%low 13.0% |
10 yr+ |
0.1× |
25% |
D.R. Horton Deep-Dive Value Investing Research27. Mai 2026 · Watch |
FY2025 |
| 145 |
EMCOR Group Inc
EME · USA
|
$35B |
81/100
Exzellent
|
43/100 |
19.6%low 6.5% |
10 yr+ |
Net cash |
16% |
EMCOR Group: A Value-Investing Deep Dive27. Mai 2026 · Watch |
FY2025 |
| 146 |
NARI Technology Co Ltd
600406 · Shanghai
|
$27B |
81/100
Exzellent
|
51/100 |
15.3%low 14.2% |
10 yr+ |
Net cash |
27% |
NARI Technology: Grid-Control Franchise, Quality Already Priced27. Juni 2026 · Hold |
FY2025 |
| 147 |
HP Inc
HPQ · USA
|
$24B |
81/100
Exzellent
|
33/100 |
56.9%‡low 46.4% |
10 yr+ |
— |
20% |
HP Inc.: A Value-Investing Deep Dive29. Mai 2026 · Watch |
FY2025 |
| 148 |
McCormick & Company Incorporated
MKC · USA
|
$14B |
81/100
Exzellent
|
42/100 |
18.9%low 12.3% |
10 yr+ |
0.7× |
39% |
McCormick Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 149 |
Andritz AG
ANDR · VI
|
$8.6B |
81/100
Exzellent
|
45/100 |
19.2%low 10.6% |
10 yr+ |
— |
49% |
ANDRITZ: Service Reached 46% of Revenue, but the Record Backlog Is Hydro-Heavy and Margin-Dilutive19. August 2026 · Hold |
FY2025 |
| 150 |
Simpson Manufacturing Company Inc
SSD · USA
|
$7.8B |
81/100
Exzellent
|
44/100 |
17.2%low 10.4% |
10 yr+ |
0.1× |
46% |
Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17%19. August 2026 · Hold |
FY2025 |
| 151 |
Revolve Group LLC
RVLV · USA
|
$1.8B |
81/100
Exzellent
|
42/100 |
18.8%low 5.7% |
10 yr+ |
Net cash |
52% |
Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net Income13. September 2026 · Watch |
FY2025 |
| 152 |
Nestle S.A.
NESN · SW
|
$265B |
80/100
Exzellent
|
37/100 |
23.7%low 11.7% |
10 yr+ |
1.6× |
48% |
Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of Safety5. September 2026 · Hold |
FY2025 |
| 153 |
Lowe's Companies Inc
LOW · USA
|
$117B |
80/100
Exzellent
|
41/100 |
35.9%‡low 21.1% |
10 yr+ |
— |
31% |
Lowe's: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2026 |
| 154 |
Illinois Tool Works Inc
ITW · USA
|
$83B |
80/100
Exzellent
|
44/100 |
56.5%low 36.8% |
10 yr+ |
2.5× |
42% |
Illinois Tool Works: A Value Investing Deep Dive26. Mai 2026 · Watch |
FY2025 |
| 155 |
Sika AG
SIKA · SW
|
$37B |
80/100
Exzellent
|
53/100 |
22.8%low 15.7% |
10 yr+ |
0.7× |
45% |
Sika AG: Qualitäts-Compounder in einem zyklischen Luftloch27. Juni 2026 · Halten |
FY2025 |
| 156 |
Wiwynn Corp
6669 · Taiwan
|
$32B |
80/100
Exzellent
|
48/100 |
33.8%low 17.2% |
10 yr+ |
0.1× |
8% |
Wiwynn Corporation Deep-Dive Research12. Juni 2026 · Hold |
FY2025 |
| 157 |
Chroma ATE Inc
2360 · Taiwan
|
$31B |
80/100
Exzellent
|
45/100 |
20.3%low 12.8% |
10 yr+ |
Net cash |
51% |
Chroma ATE Value Investment Deep-Dive9. Juni 2026 · Avoid |
FY2025 |
| 158 |
Straumann Holding AG
STMN · SW
|
$20B |
80/100
Exzellent
|
53/100 |
21.3%low 7.6% |
10 yr+ |
0.1× |
74% |
Straumann Holding AG: Marktführer der Dentalplattform zu einem anspruchsvollen Preis27. Juni 2026 · Halten |
FY2025 |
| 159 |
Best Buy Co. Inc
BBY · USA
|
$19B |
80/100
Exzellent
|
34/100 |
40.2%low 26.1% |
10 yr+ |
0.8× |
23% |
Best Buy: An Investment Analysis Through the Lens of a Long-Term Business Owner23. Mai 2026 · Watch |
FY2026 |
| 160 |
Lennox International Inc
LII · USA
|
$14B |
80/100
Exzellent
|
43/100 |
48.2%‡low 31.7% |
10 yr+ |
1.7× |
30% |
Lennox International Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |