| 201 |
Guangdong Haid Group Co Ltd
002311 · Shenzhen
|
$11B |
71/100
Stark
|
47/100 |
16.7%low 11.3% |
10 yr+ |
Net cash |
10% |
Haid Group: Feed Gross Profit Rose CNY 0.55 Billion, Farming Gross Profit Fell CNY 1.46 Billion, and CNY 46.24 Offers No Conservative Margin of Safety31. August 2026 · Hold |
FY2025 |
| 202 |
Booking Holdings Inc
BKNG · USA
|
$149B |
70/100
Stark
|
44/100 |
32.6%low 1.2% |
10 yr+ |
— |
99% |
Booking Holdings: A Deep Value Investing Analysis21. Mai 2026 · Cautious Buy |
FY2025 |
| 203 |
Starbucks Corporation
SBUX · USA
|
$120B |
70/100
Stark
|
40/100 |
45.0%‡low 12.5% |
10 yr+ |
— |
27% |
Starbucks Corporation: A Long-Term Owner's Perspective23. Mai 2026 · Watch |
FY2025 |
| 204 |
Comcast Corp
CMCSA · USA
|
$85B |
70/100
Stark
|
42/100 |
17.2%low 6.6% |
10 yr+ |
1.0× |
69% |
Comcast: A Deep Value-Investing Analysis21. Mai 2026 · Cautious Buy |
FY2025 |
| 205 |
Kroger Company
KR · USA
|
$37B |
70/100
Stark
|
39/100 |
25.1%low 17.1% |
10 yr+ |
3.4× |
22% |
Kroger Deep Value Investment Research27. Mai 2026 · Watch |
FY2026 |
| 206 |
Shaanxi Coal Industry Co Ltd
601225 · Shanghai
|
$34B |
70/100
Stark
|
31/100 |
21.6%low 8.0% |
10 yr+ |
Net cash |
38% |
Shaanxi Coal Industry: A Low-Cost Mine Base, 9.32 GW of Unfinished Power, and a 2026 Recovery Already in the Price20. August 2026 · Hold |
FY2025 |
| 207 |
Bureau Veritas SA
BVI · Paris
|
$13B |
70/100
Stark
|
47/100 |
27.2%low 10.1% |
10 yr+ |
1.0× |
30% |
Bureau Veritas: Qualitäts-TIC, eingepreist auf Wiederbeschleunigung17. Juni 2026 · Halten |
FY2025 |
| 208 |
Tsingtao Brewery Co Ltd
600600 · Shanghai
|
$11B |
70/100
Stark
|
27/100 |
11.6%low 6.4% |
10 yr+ |
Net cash |
38% |
Tsingtao Brewery: H1 Volume Fell 4.9% While Profit Held Flat on Cost Savings, and CNY51.49 Is 12% Above Conservative Value5. September 2026 · Hold |
FY2025 |
| 209 |
Eaton Corporation PLC
ETN · USA
|
$150B |
69/100
Stark
|
46/100 |
15.3%low 9.4% |
10 yr+ |
0.5× |
40% |
Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of Safety5. August 2026 · Hold |
FY2025 |
| 210 |
China Yangtze Power Co Ltd
600900 · Shanghai
|
$100B |
69/100
Stark
|
39/100 |
14.7%low 10.4% |
10 yr+ |
1.3× |
59% |
China Yangtze Power: Six Dams, a 70% Payout Floor, and Why 15.5x Owner Earnings Still Leaves No Margin of Safety20. August 2026 · Hold |
FY2025 |
| 211 |
Woodward Inc
WWD · USA
|
$21B |
69/100
Stark
|
30/100 |
13.2%low 9.0% |
10 yr+ |
0.2× |
25% |
Woodward: A Long-Term Owner's Perspective3. Juni 2026 · Watch |
FY2025 |
| 212 |
New York Times Company
NYT · USA
|
$12B |
69/100
Stark
|
50/100 |
10.6%low 0.5% |
10 yr+ |
Net cash |
51% |
The New York Times: Bündelökonomik zum vollen Preis17. Juni 2026 · Halten |
FY2025 |
| 213 |
Shenzhen Transsion Holdings Co Ltd
688036 · Shanghai
|
$10B |
69/100
Stark
|
41/100 |
20.3%low 3.2% |
10 yr+ |
Net cash |
21% |
Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value27. August 2026 · Hold |
FY2025 |
| 214 |
Charles Schwab Corp
SCHW · USA
|
$183B |
68/100
Stark
|
44/100 |
13.7%low 5.9% |
10 yr+ |
Net cash |
90% |
Charles Schwab: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 215 |
Schneider Electric S.E.
SU · Paris
|
$176B |
68/100
Stark
|
45/100 |
12.5%low 8.5% |
10 yr+ |
0.6× |
40% |
Schneider Electric (SU.PA) Zen Horizon Research Report5. Juni 2026 · Watch |
FY2025 |
| 216 |
Norfolk Southern Corporation
NSC · USA
|
$75B |
68/100
Stark
|
32/100 |
19.4%low 13.4% |
10 yr+ |
1.0× |
37% |
Norfolk Southern: A Deep Value Investment Analysis26. Mai 2026 · Watch |
FY2025 |
| 217 |
H & M Hennes & Mauritz AB (publ)
HM-B · ST
|
$30B |
68/100
Stark
|
32/100 |
20.2%low 2.3% |
10 yr+ |
2.4× |
52% |
H&M: The Margin Repair Is Real, the Growth Engine Is Not, and 23.8x Leaves No Cushion20. August 2026 · Hold |
FY2025 |
| 218 |
Chow Tai Fook Jewellery Group Ltd
1929 · Hongkong
|
$16B |
68/100
Stark
|
41/100 |
18.2%low 9.6% |
10 yr+ |
0.7× |
27% |
Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value25. Juni 2026 · Hold |
FY2026 |
| 219 |
Wise Group plc Class A Ordinary Shares
WSE · USA
|
$12B |
68/100
Stark
|
52/100 |
16.5%low 5.8% |
10 yr+ |
Net cash |
66% |
Wise: A Record-Low 50-Basis-Point Take Rate Still Drives 26% Volume Growth, but a Quarter of Net Revenue Is Interest and $13.04 Has No Margin of Safety31. August 2026 · Hold |
FY2026 |
| 220 |
The TJX Companies Inc
TJX · USA
|
$174B |
67/100
Stark
|
43/100 |
50.0%low 1.5% |
10 yr+ |
0.7× |
29% |
TJX: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2026 |
| 221 |
Gilead Sciences Inc
GILD · USA
|
$162B |
67/100
Stark
|
47/100 |
24.9%low 0.7% |
10 yr+ |
0.6× |
82% |
Gilead Sciences In-Depth Value Investment Research22. Mai 2026 · Watch |
FY2025 |
| 222 |
Compagnie Financière Richemont SA
CFR · SW
|
$143B |
67/100
Stark
|
48/100 |
9.6%low 1.7% |
10 yr+ |
Net cash |
64% |
Compagnie Financière Richemont SA: Jewellery Earns EUR 5.04bn of Operating Profit While Watchmakers Earn EUR 107m, and CHF 183.65 Sits 18% Above the Conservative Value9. September 2026 · Hold |
FY2026 |
| 223 |
Republic Services Inc
RSG · USA
|
$65B |
67/100
Stark
|
45/100 |
14.4%low 8.0% |
10 yr+ |
0.0× |
31% |
Republic Services: An In-Depth Value Study26. Mai 2026 · Watch |
FY2025 |
| 224 |
State Street Corp
STT · USA
|
$51B |
67/100
Stark
|
42/100 |
9.9%low 8.2% |
10 yr+ |
Net cash |
84% |
State Street Corporation: In-Depth Value Investing Research27. Mai 2026 · Watch |
FY2025 |
| 225 |
ASM International NV
ASM · Amsterdam
|
$42B |
67/100
Stark
|
45/100 |
16.8%low 6.7% |
10 yr+ |
Net cash |
47% |
ASM International Deep Value Investment Analysis4. Juni 2026 · Watch |
FY2025 |
| 226 |
Asia Vital Components Co Ltd
3017 · Taiwan
|
$33B |
67/100
Stark
|
49/100 |
20.3%low 8.1% |
10 yr+ |
Net cash |
17% |
Asia Vital Components: Deep-Dive Research Using the Zen Horizon Framework5. Juni 2026 · Watch |
FY2025 |
| 227 |
Cboe Global Markets Inc
CBOE · USA
|
$32B |
67/100
Stark
|
47/100 |
19.0%low 6.8% |
10 yr+ |
Net cash |
50% |
Cboe Global Markets In-Depth Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 228 |
Hexagon AB (publ)
HEXA-B · ST
|
$25B |
67/100
Stark
|
50/100 |
10.6%low 6.0% |
10 yr+ |
0.3× |
64% |
Hexagon AB (HEXA-B.ST) Zen Horizon Deep-Dive Research Report9. Juni 2026 · Watch |
FY2025 |
| 229 |
Principal Financial Group Inc
PFG · USA
|
$24B |
67/100
Stark
|
41/100 |
14.8%low 5.7% |
10 yr+ |
Net cash |
46% |
Principal Financial Group: A Long-Term Business Owner's Perspective29. Mai 2026 · Watch |
FY2025 |
| 230 |
Super Micro Computer Inc
SMCI · USA
|
$18B |
67/100
Stark
|
42/100 |
15.8%low 5.5% |
10 yr+ |
Net cash |
15% |
Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance Discount28. Mai 2026 · Watch |
FY2025 |
| 231 |
Gaming & Leisure Properties
GLPI · USA
|
$13B |
67/100
Stark
|
37/100 |
16.9%low 11.9% |
10 yr+ |
1.6× |
87% |
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent14. September 2026 · Hold |
FY2025 |
| 232 |
PACCAR Inc
PCAR · USA
|
$70B |
66/100
Stark
|
40/100 |
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
In-Depth Value Investing Research on PACCAR Inc22. Mai 2026 · Watch |
FY2025 |
| 233 |
Danone SA
BN · Paris
|
$47B |
66/100
Stark
|
40/100 |
11.2%low 5.4% |
10 yr+ |
0.5× |
49% |
Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of Safety20. August 2026 · Hold |
FY2025 |
| 234 |
Roper Technologies Inc
ROP · USA
|
$39B |
66/100
Stark
|
48/100 |
10.6%low 7.4% |
10 yr+ |
0.5× |
67% |
Roper Technologies Research from a Long-Term Owner's Perspective23. Mai 2026 · Cautious Buy |
FY2025 |
| 235 |
Caseys General Stores Inc
CASY · USA
|
$32B |
66/100
Stark
|
42/100 |
16.9%low 14.5% |
10 yr+ |
0.6× |
23% |
Casey's General Stores In-Depth Value Investing Analysis24. Mai 2026 · Watch |
FY2026 |
| 236 |
VeriSign Inc
VRSN · USA
|
$26B |
66/100
Stark
|
47/100 |
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's Perspective28. Mai 2026 · Watch |
FY2025 |
| 237 |
Zangge Holding Co Ltd
000408 · Shenzhen
|
$18B |
66/100
Stark
|
31/100 |
18.2%low 2.9% |
10 yr+ |
Net cash |
61% |
Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for It4. September 2026 · Hold |
FY2025 |
| 238 |
Gartner Inc
IT · USA
|
$10B |
66/100
Stark
|
49/100 |
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner Long-Term Value Investment Research31. Mai 2026 · Cautious Buy |
FY2025 |
| 239 |
Hon Hai Precision Industry Co Ltd
2317 · Taiwan
|
$131B |
65/100
Stark
|
38/100 |
10.4%low 7.8% |
10 yr+ |
Net cash |
6% |
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research5. Juni 2026 · Hold |
FY2025 |
| 240 |
NXP Semiconductors NV
NXPI · USA
|
$58B |
65/100
Stark
|
45/100 |
18.8%low 0.6% |
10 yr+ |
0.9× |
53% |
NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business Owner22. Mai 2026 · Watch |
FY2025 |
| 241 |
Coca-Cola European Partners PLC
CCEP · USA
|
$48B |
65/100
Stark
|
43/100 |
15.5%low 8.3% |
10 yr+ |
1.2× |
37% |
Coca-Cola Europacific Partners: A Deep Value Investing Analysis21. Mai 2026 · Watch |
FY2025 |
| 242 |
Reliance Steel & Aluminum Co
RS · USA
|
$21B |
65/100
Stark
|
37/100 |
14.4%low 7.2% |
10 yr+ |
0.2× |
28% |
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band30. August 2026 · Hold |
FY2025 |
| 243 |
Deere & Company
DE · USA
|
$160B |
64/100
Mittel
|
43/100 |
28.1%low 19.4% |
10 yr+ |
2.1× |
32% |
Deere & Company: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 244 |
Salesforce.com Inc
CRM · USA
|
$154B |
64/100
Mittel
|
51/100 |
5.5%low 0.4% |
10 yr+ |
0.1× |
75% |
Salesforce: Agentforce ARR Grew 205% to 1.2 Billion Dollars, but Growth Excluding Informatica Was 8.75% and 184.02 Dollars Leaves No Margin of Safety1. August 2026 · Hold |
FY2026 |
| 245 |
Air Liquide SA
AI · Paris
|
$117B |
64/100
Mittel
|
46/100 |
12.3%low 11.0% |
10 yr+ |
0.4× |
59% |
Air Liquide (AI.PA) Buffett Framework Deep-Dive Research9. Juni 2026 · Watch |
FY2025 |
| 246 |
Luxshare Precision Industry Co Ltd
002475 · Shenzhen
|
$62B |
64/100
Mittel
|
45/100 |
18.8%low 10.3% |
10 yr+ |
Net cash |
16% |
Luxshare Precision: A Good Company, but Only a Fair Price21. Juli 2026 · Hold |
FY2025 |
| 247 |
Steel Dynamics Inc
STLD · USA
|
$36B |
64/100
Mittel
|
42/100 |
25.5%low 12.7% |
10 yr+ |
0.4× |
19% |
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder27. Mai 2026 · Watch |
FY2025 |
| 248 |
Textron Inc
TXT · USA
|
$15B |
64/100
Mittel
|
40/100 |
12.6%low 5.3% |
10 yr+ |
0.3× |
17% |
Textron Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 249 |
Leidos Holdings Inc
LDOS · USA
|
$15B |
64/100
Mittel
|
43/100 |
16.8%low 4.7% |
10 yr+ |
1.0× |
15% |
Leidos Holdings Deep Value Investment Research30. Mai 2026 · Watch |
FY2025 |
| 250 |
CACI International Inc
CACI · USA
|
$11B |
64/100
Mittel
|
43/100 |
12.1%low 8.9% |
10 yr+ |
0.8× |
8% |
CACI International: Fiscal 2026 Revenue Grew 7.2% Organically With Technology at 58.4% of Mix, and 606.85 USD Sits 6% Above the 570 USD Conservative Ceiling10. September 2026 · Hold |
FY2025 |
| 251 |
Mondelez International Inc
MDLZ · USA
|
$80B |
63/100
Mittel
|
42/100 |
12.7%low 6.5% |
10 yr+ |
0.8× |
38% |
MDLZ: Investment Research Through a Long-Term Business Owner's Lens22. Mai 2026 · Watch |
FY2025 |
| 252 |
Rheinmetall AG
RHM · XETRA
|
$57B |
63/100
Mittel
|
49/100 |
13.5%low 0.1% |
10 yr+ |
Net cash |
47% |
Rheinmetall: Respect Without Urgency for a Re-Rated Defence Prime23. Juli 2026 · Hold |
FY2025 |
| 253 |
Yageo Corp
2327 · Taiwan
|
$55B |
63/100
Mittel
|
46/100 |
21.4%low 12.1% |
10 yr+ |
0.3× |
38% |
Yageo Corporation Deep-Dive Research14. Juni 2026 · Hold |
FY2025 |
| 254 |
STERIS plc
STE · USA
|
$22B |
63/100
Mittel
|
43/100 |
7.6%low 1.8% |
10 yr+ |
0.2× |
43% |
STERIS plc: A Long-Term Owner's Perspective29. Mai 2026 · Watch |
FY2026 |
| 255 |
Sieyuan Electric Co Ltd
002028 · Shenzhen
|
$17B |
63/100
Mittel
|
44/100 |
12.5%low 5.7% |
10 yr+ |
Net cash |
29% |
Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of Safety11. Juli 2026 · Watch |
FY2025 |
| 256 |
Mowi ASA
MOWI · OL
|
$12B |
63/100
Mittel
|
42/100 |
16.5%low 4.3% |
10 yr+ |
0.5× |
53% |
Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, Price2. Juli 2026 · Hold |
FY2025 |
| 257 |
Intercontinental Exchange Inc
ICE · USA
|
$86B |
62/100
Mittel
|
49/100 |
11.2%low 6.4% |
10 yr+ |
0.6× |
56% |
Intercontinental Exchange from a Long-Term Business Owner's Perspective26. Mai 2026 · Watch |
FY2025 |
| 258 |
WuXi AppTec Co Ltd H
2359 · Hongkong
|
$61B |
62/100
Mittel
|
51/100 |
15.9%low 9.1% |
10 yr+ |
Net cash |
40% |
WuXi AppTec Co., Ltd.: Chemistry Resets the Earnings Base, the U.S. Question Stays Open, and HK$199.10 Leaves No Conservative Discount12. August 2026 · Hold |
FY2025 |
| 259 |
Jabil Circuit Inc
JBL · USA
|
$33B |
62/100
Mittel
|
39/100 |
24.4%low 3.0% |
10 yr+ |
0.9× |
8% |
Jabil Inc.: An In-Depth Value Investing Analysis27. Mai 2026 · Watch |
FY2025 |
| 260 |
JSC National Atomic Company Kazatomprom
KAP · IL
|
$23B |
62/100
Mittel
|
41/100 |
25.5%low 11.8% |
10 yr+ |
— |
41% |
Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report9. Juni 2026 · Watch |
FY2025 |
| 261 |
DaVita HealthCare Partners Inc
DVA · USA
|
$15B |
62/100
Mittel
|
41/100 |
27.6%low 3.2% |
10 yr+ |
10.4× |
29% |
DaVita In-Depth Value Investing Research30. Mai 2026 · Watch |
FY2025 |
| 262 |
Celestica Inc.
CLS · USA
|
$39B |
61/100
Mittel
|
49/100 |
12.8%low 4.3% |
10 yr+ |
0.1× |
8% |
Celestica Inc. Deep-Dive Research12. Juni 2026 · Hold |
FY2025 |
| 263 |
Shengyi Technology Co Ltd
600183 · Shanghai
|
$36B |
61/100
Mittel
|
43/100 |
15.5%low 8.3% |
10 yr+ |
0.0× |
22% |
Shengyi Technology Long-Term Owner's Perspective Research9. Juni 2026 · Avoid |
FY2025 |
| 264 |
Flex Ltd
FLEX · USA
|
$42B |
60/100
Mittel
|
40/100 |
14.1%low 3.1% |
10 yr+ |
0.4× |
7% |
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating22. Juli 2026 · Hold |
FY2026 |
| 265 |
Northern Trust Corporation
NTRS · USA
|
$33B |
59/100
Mittel
|
43/100 |
10.3%low 0.7% |
10 yr+ |
Net cash |
82% |
Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure28. Mai 2026 · Watch |
FY2025 |
| 266 |
Sany Heavy Industry Co Ltd
600031 · Shanghai
|
$26B |
59/100
Mittel
|
45/100 |
13.1%low 0.9% |
10 yr+ |
Net cash |
28% |
SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic Recovery28. Mai 2026 · Hold |
FY2025 |
| 267 |
Laboratory Corporation of America Holdings
LH · USA
|
$25B |
59/100
Mittel
|
44/100 |
13.3%low 5.3% |
10 yr+ |
0.8× |
31% |
Labcorp Holdings: A Value-Investing Deep Dive29. Mai 2026 · Watch |
FY2025 |
| 268 |
Jiangsu Hengli Hydraulic Co Ltd
601100 · Shanghai
|
$20B |
59/100
Mittel
|
44/100 |
18.1%low 2.0% |
10 yr+ |
Net cash |
38% |
Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot Story25. Juli 2026 · Hold |
FY2025 |
| 269 |
Amkor Technology Inc
AMKR · USA
|
$12B |
59/100
Mittel
|
30/100 |
12.4%low 6.2% |
10 yr+ |
Net cash |
17% |
Amkor (AMKR) Zen Horizon Report5. Juni 2026 · Watch |
FY2025 |
| 270 |
Eoptolink Technology Inc Ltd
300502 · Shenzhen
|
$77B |
58/100
Mittel
|
46/100 |
18.9%low 2.8% |
10 yr+ |
Net cash |
32% |
Eoptolink Research from a Long-Term Business Owner's Perspective21. Mai 2026 · Watch |
FY2025 |
| 271 |
CRH PLC ADR
CRH · USA
|
$63B |
58/100
Mittel
|
43/100 |
12.0%low 5.4% |
10 yr+ |
0.7× |
33% |
CRH plc: An Investment Study Through the Lens of a Long-Term Business Owner26. Mai 2026 · Cautious Buy |
FY2025 |
| 272 |
Nucor Corp
NUE · USA
|
$59B |
58/100
Mittel
|
41/100 |
19.8%low 6.7% |
10 yr+ |
0.2× |
17% |
Nucor Corporation Investment Research Report27. Mai 2026 · Watch |
FY2025 |
| 273 |
Chipotle Mexican Grill Inc
CMG · USA
|
$47B |
58/100
Mittel
|
43/100 |
26.8%low 1.6% |
10 yr+ |
3.1× |
21% |
Chipotle Mexican Grill: A Long-Term Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |
| 274 |
Saab AB (publ)
SAAB-B · ST
|
$31B |
58/100
Mittel
|
49/100 |
9.3%low 5.0% |
10 yr+ |
Net cash |
22% |
Saab: Europe's Sovereign Defense Franchise Is Real, but the Margin of Safety Is Gone10. Juli 2026 · Hold |
FY2025 |
| 275 |
WUS Printed Circuit Kunshan Co Ltd
002463 · Shenzhen
|
$28B |
58/100
Mittel
|
50/100 |
16.3%low 3.9% |
10 yr+ |
Net cash |
25% |
Long-Term Value Research on WUS Printed Circuit9. Juni 2026 · Watch |
FY2025 |
| 276 |
Zijin Mining Group Co Ltd Class A
601899 · Shanghai
|
$123B |
57/100
Mittel
|
38/100 |
16.2%low 6.6% |
10 yr+ |
0.5× |
16% |
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go Right22. Juli 2026 · Hold |
FY2025 |
| 277 |
ASE Industrial Holding Co Ltd
3711 · Taiwan
|
$84B |
57/100
Mittel
|
42/100 |
13.5%low 8.5% |
10 yr+ |
0.5× |
18% |
ASE Technology Holding: An In-Depth Value Investing Study22. Mai 2026 · Watch |
FY2025 |
| 278 |
Nasdaq Inc
NDAQ · USA
|
$53B |
57/100
Mittel
|
50/100 |
12.2%low 2.0% |
10 yr+ |
0.7× |
40% |
Nasdaq Investment Memo27. Mai 2026 · Watch |
FY2025 |
| 279 |
Compagnie de Saint-Gobain S.A.
SGO · Paris
|
$43B |
57/100
Mittel
|
48/100 |
8.7%low 2.2% |
10 yr+ |
0.4× |
26% |
Saint-Gobain: A Higher Margin Floor Is Proven, but at 74.16 EUR the Price Sits Above the 64 EUR Conservative Value29. Juli 2026 · Hold |
FY2025 |
| 280 |
Iron Mountain Incorporated
IRM · USA
|
$36B |
57/100
Mittel
|
47/100 |
29.6%low 5.4% |
10 yr+ |
— |
54% |
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital Spending27. Mai 2026 · Watch |
FY2025 |
| 281 |
SS&C Technologies Holdings Inc
SSNC · USA
|
$18B |
57/100
Mittel
|
46/100 |
9.6%low 2.3% |
10 yr+ |
0.6× |
46% |
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap Enough18. Juli 2026 · Hold |
FY2025 |
| 282 |
Inspur Electronic Info Industr
000977 · Shenzhen
|
$15B |
57/100
Mittel
|
38/100 |
9.8%low 5.9% |
10 yr+ |
Net cash |
10% |
Inspur Information Deep-Dive Research14. Juni 2026 · Hold |
FY2025 |
| 283 |
Vulcan Materials Company
VMC · USA
|
$35B |
56/100
Mittel
|
43/100 |
10.7%low 8.3% |
10 yr+ |
0.6× |
26% |
Vulcan Materials Company: In-Depth Value Investing Analysis28. Mai 2026 · Watch |
FY2025 |
| 284 |
WuXi Biologics
2269 · Hongkong
|
$20B |
56/100
Mittel
|
52/100 |
13.2%low 6.3% |
10 yr+ |
Net cash |
43% |
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount12. Juni 2026 · Hold |
FY2025 |
| 285 |
Accelink Technologies Co Ltd
002281 · Shenzhen
|
$20B |
56/100
Mittel
|
44/100 |
9.2%low 7.3% |
10 yr+ |
Net cash |
21% |
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation14. Juni 2026 · Avoid |
FY2025 |
| 286 |
Moog Inc
MOG-A · USA
|
$12B |
56/100
Mittel
|
35/100 |
10.2%low 0.7% |
10 yr+ |
0.4× |
27% |
Moog Long-Term Owner's View Research3. Juni 2026 · Watch |
FY2025 |
| 287 |
Vinci S.A.
DG · Paris
|
$73B |
55/100
Mittel
|
44/100 |
14.5%low 5.9% |
10 yr+ |
0.6× |
18% |
VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 203611. September 2026 · Hold |
FY2025 |
| 288 |
Interactive Brokers Group Inc
IBKR · USA
|
$149B |
54/100
Mittel
|
52/100 |
2.9%low 1.2% |
10 yr+ |
Net cash |
78% |
Interactive Brokers: A Long-Term Owner's View25. Mai 2026 · Watch |
FY2025 |
| 289 |
Westinghouse Air Brake Technologies Corp
WAB · USA
|
$49B |
54/100
Mittel
|
44/100 |
8.1%low 3.3% |
10 yr+ |
0.4× |
30% |
Wabtec: A Long-Term Business-Owner's Analysis27. Mai 2026 · Watch |
FY2025 |
| 290 |
King Yuan Electronics Co Ltd
2449 · Taiwan
|
$12B |
54/100
Mittel
|
46/100 |
14.2%low 7.3% |
10 yr+ |
0.3× |
31% |
KYEC Deep-Dive Research14. Juni 2026 · Hold |
FY2025 |
| 291 |
Quanta Services Inc
PWR · USA
|
$100B |
53/100
Mittel
|
43/100 |
9.7%low 5.9% |
10 yr+ |
0.7× |
13% |
Quanta Services: A Long-Term Owner's Perspective25. Mai 2026 · Watch |
FY2025 |
| 292 |
Sumitomo Electric Industries Ltd ADR
SMTOY · USA
|
$41B |
53/100
Mittel
|
40/100 |
7.2%low 3.5% |
10 yr+ |
0.2× |
18% |
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price15. Juli 2026 · Hold |
FY2026 |
| 293 |
Tesco PLC
TSCO · LSE
|
$39B |
53/100
Mittel
|
38/100 |
9.9%low 5.7% |
10 yr+ |
1.0× |
7% |
Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory Profit2. September 2026 · Hold |
FY2026 |
| 294 |
IQVIA Holdings Inc
IQV · USA
|
$39B |
53/100
Mittel
|
45/100 |
13.0%low 1.3% |
10 yr+ |
2.2× |
33% |
IQVIA Holdings: A Deep-Dive Value Investing Study28. Mai 2026 · Watch |
FY2025 |
| 295 |
SBA Communications Corp
SBAC · USA
|
$19B |
53/100
Mittel
|
45/100 |
10.1%‡low 6.5% |
10 yr+ |
— |
72% |
SBA Communications Value Investing Analysis29. Mai 2026 · Watch |
FY2025 |
| 296 |
Rogers Communications Inc
RCI · USA
|
$18B |
53/100
Mittel
|
30/100 |
19.8%low 8.1% |
10 yr+ |
2.4× |
40% |
Rogers Communications: A Long-Term Owner's Perspective3. Juni 2026 · Watch |
FY2025 |
| 297 |
Alliant Energy Corp
LNT · USA
|
$18B |
53/100
Mittel
|
38/100 |
10.8%low 9.9% |
10 yr+ |
1.6× |
40% |
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective30. Mai 2026 · Watch |
FY2025 |
| 298 |
Shandong Zhongji Electrical Equipment Co Ltd
300308 · Shenzhen
|
$141B |
51/100
Mittel
|
56/100 |
13.4%low 1.8% |
10 yr+ |
Net cash |
28% |
Innolight (Zhongji Innolight): Eine tiefgehende Value-Investment-Studie21. Mai 2026 · Beobachten |
FY2025 |
| 299 |
Equinix Inc
EQIX · USA
|
$101B |
51/100
Mittel
|
46/100 |
5.5%low 2.9% |
10 yr+ |
1.4× |
49% |
Equinix Long-Term Owner's Perspective Research25. Mai 2026 · Watch |
FY2025 |
| 300 |
Cigna Corp
CI · USA
|
$74B |
51/100
Mittel
|
42/100 |
12.5%low 6.4% |
10 yr+ |
0.6× |
19% |
The Cigna Group Long-Term Value Investment Analysis24. Mai 2026 · Watch |
FY2025 |