| 301 |
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 |
| 302 |
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 |
| 303 |
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 |
| 304 |
United Parcel Service Inc
UPS · USA
|
$89B |
69/100
Stark
|
38/100 |
52.6%low 34.3% |
10 yr+ |
1.6× |
18% |
— |
FY2025 |
| 305 |
EQT AB (publ)
EQT · ST
|
$41B |
69/100
Stark
|
— |
21.8%low 2.2% |
10 yr+ |
Net cash |
62% |
— |
FY2025 |
| 306 |
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 |
| 307 |
Stifel Financial Corporation
SF · USA
|
$13B |
69/100
Stark
|
— |
10.9%low 3.0% |
10 yr+ |
Net cash |
93% |
— |
FY2025 |
| 308 |
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 |
| 309 |
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 |
| 310 |
Beijing Huafeng Test & Control Technology Co Ltd
688200 · Shanghai
|
$10B |
69/100
Stark
|
— |
19.5%low 7.6% |
10 yr+ |
— |
78% |
— |
FY2025 |
| 311 |
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 |
| 312 |
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 |
| 313 |
Chocoladefabriken Lindt & Spruengli AG N
LISN · SW
|
$131B |
68/100
Stark
|
— |
11.8%low 7.0% |
10 yr+ |
0.2× |
63% |
— |
FY2025 |
| 314 |
China Shenhua Energy Co Ltd H
1088 · Hongkong
|
$121B |
68/100
Stark
|
— |
13.1%low 7.3% |
10 yr+ |
Net cash |
38% |
— |
FY2025 |
| 315 |
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 |
| 316 |
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 |
| 317 |
Pop Mart International Group Ltd
9992 · Hongkong
|
$27B |
68/100
Stark
|
52/100 |
26.0%low 2.0% |
9 yr |
Net cash |
61% |
Pop Mart: A Deep Long-Term Value Study19. Mai 2026 · Watch |
FY2025 |
| 318 |
Koninklijke KPN NV
KPN · Amsterdam
|
$17B |
68/100
Stark
|
— |
23.9%low 13.9% |
10 yr+ |
3.2× |
61% |
— |
FY2025 |
| 319 |
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 |
| 320 |
Diploma PLC
DPLM · LSE
|
$12B |
68/100
Stark
|
— |
15.5%low 9.4% |
10 yr+ |
0.4× |
34% |
— |
FY2025 |
| 321 |
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 |
| 322 |
PJT Partners Inc
PJT · USA
|
$11B |
68/100
Stark
|
— |
42.1%low -7.7% |
8 yr |
Net cash |
30% |
— |
FY2025 |
| 323 |
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 |
| 324 |
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 |
| 325 |
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 |
| 326 |
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 |
| 327 |
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 |
| 328 |
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 |
| 329 |
ASSA ABLOY AB (publ)
ASSA-B · ST
|
$42B |
67/100
Stark
|
— |
14.4%low 5.3% |
10 yr+ |
0.6× |
40% |
— |
FY2025 |
| 330 |
Lenovo Group
0992 · Hongkong
|
$38B |
67/100
Stark
|
43/100 |
21.6%low -3.0% |
8 yr |
0.0× |
16% |
Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive Research9. Juni 2026 · Watch |
FY2026 |
| 331 |
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 |
| 332 |
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 |
| 333 |
United Therapeutics Corporation
UTHR · USA
|
$26B |
67/100
Stark
|
— |
17.2%low -3.8% |
6 yr |
Net cash |
91% |
— |
FY2025 |
| 334 |
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 |
| 335 |
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 |
| 336 |
Essity AB (publ)
ESSITY-B · ST
|
$20B |
67/100
Stark
|
— |
15.8%low 8.3% |
10 yr+ |
0.3× |
29% |
— |
FY2025 |
| 337 |
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 |
| 338 |
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 |
| 339 |
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 |
| 340 |
Cencora Inc.
COR · USA
|
$61B |
66/100
Stark
|
42/100 |
50.8%low 20.1% |
5 yr |
4.2× |
3% |
Cencora Deep-Dive Value Investment Analysis27. Mai 2026 · Watch |
FY2025 |
| 341 |
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 |
| 342 |
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 |
| 343 |
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 |
| 344 |
Kuehne & Nagel
KNIN · SW
|
$31B |
66/100
Stark
|
— |
40.7%low 31.8% |
10 yr+ |
1.5× |
17% |
— |
FY2025 |
| 345 |
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 |
| 346 |
Sterling Infrastructure, Inc.
STRL · USA
|
$18B |
66/100
Stark
|
44/100 |
16.9%low -8.6% |
9 yr |
Net cash |
14% |
Sterling Infrastructure: A 49% Organic Quarter, a 50% Drawdown, and Still 25 Times 2026 Earnings27. August 2026 · Hold |
FY2025 |
| 347 |
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 |
| 348 |
Boliden AB
BOL · ST
|
$14B |
66/100
Stark
|
— |
15.8%low 10.8% |
10 yr+ |
0.2× |
18% |
— |
FY2025 |
| 349 |
Akzo Nobel NV
AKZA · Amsterdam
|
$11B |
66/100
Stark
|
— |
16.4%low 8.1% |
10 yr+ |
0.6× |
41% |
— |
FY2025 |
| 350 |
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 |
| 351 |
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 |
| 352 |
McKesson Corporation
MCK · USA
|
$101B |
65/100
Stark
|
44/100 |
25.5%‡low -105.3% |
5 yr |
— |
5% |
McKesson: A Long-Term Owner's Perspective26. Mai 2026 · Watch |
FY2026 |
| 353 |
Brookfield Asset Management Ltd.
BAM · USA
|
$81B |
65/100
Stark
|
— |
23.4%low 1.6% |
10 yr+ |
0.2× |
59% |
— |
FY2025 |
| 354 |
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 |
| 355 |
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 |
| 356 |
Shennan Circuits Co Ltd Class A
002916 · Shenzhen
|
$29B |
65/100
Stark
|
— |
16.7%low 10.6% |
10 yr+ |
0.1× |
24% |
— |
FY2025 |
| 357 |
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 |
| 358 |
Lite-On Technology Corp
2301 · Taiwan
|
$17B |
65/100
Stark
|
— |
13.8%low 3.7% |
10 yr+ |
Net cash |
18% |
— |
FY2025 |
| 359 |
Ipsen SA
IPN · Paris
|
$15B |
65/100
Stark
|
— |
15.7%low -3.1% |
6 yr |
Net cash |
81% |
— |
FY2025 |
| 360 |
WH Group Ltd
0288 · Hongkong
|
$14B |
65/100
Stark
|
— |
13.1%low 6.4% |
10 yr+ |
0.0× |
19% |
— |
FY2025 |
| 361 |
Smith & Nephew SNATS Inc
SNN · USA
|
$14B |
65/100
Stark
|
— |
10.8%low 4.2% |
10 yr+ |
0.5× |
71% |
— |
FY2025 |
| 362 |
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 |
| 363 |
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 |
| 364 |
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 |
| 365 |
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 |
| 366 |
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 |
| 367 |
Koninklijke Ahold Delhaize NV
AD · Amsterdam
|
$33B |
64/100
Mittel
|
— |
12.6%low 5.1% |
10 yr+ |
0.0× |
27% |
— |
FY2025 |
| 368 |
Geely Automobile Holdings Ltd
0175 · Hongkong
|
$27B |
64/100
Mittel
|
— |
16.2%low 6.6% |
10 yr+ |
Net cash |
17% |
— |
FY2025 |
| 369 |
Ningxia Baofeng Energy Group Co Ltd
600989 · Shanghai
|
$24B |
64/100
Mittel
|
— |
19.7%low 14.7% |
10 yr+ |
0.6× |
39% |
— |
FY2025 |
| 370 |
Legal & General Group PLC
LGEN · LSE
|
$21B |
64/100
Mittel
|
— |
17.0%low 5.4% |
10 yr+ |
3.5× |
97% |
— |
FY2025 |
| 371 |
ACM Research Shanghai Inc
688082 · Shanghai
|
$18B |
64/100
Mittel
|
42/100 |
19.4%low 5.5% |
9 yr |
Net cash |
46% |
ACM Research Shanghai: A Genuine Platform Story, Priced for Zero Margin of Safety4. Juli 2026 · Watch |
FY2025 |
| 372 |
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 |
| 373 |
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 |
| 374 |
Zebra Technologies Corporation
ZBRA · USA
|
$14B |
64/100
Mittel
|
46/100 |
15.1%low -17.3% |
9 yr |
0.8× |
46% |
Long-Term Value Investment Research on Zebra Technologies31. Mai 2026 · Watch |
FY2025 |
| 375 |
Exelixis Inc
EXEL · USA
|
$13B |
64/100
Mittel
|
47/100 |
14.0%low -78.6% |
9 yr |
Net cash |
96% |
Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second Act16. Juli 2026 · Hold |
FY2025 |
| 376 |
Murphy USA Inc
MUSA · USA
|
$11B |
64/100
Mittel
|
— |
44.9%low 19.3% |
10 yr+ |
5.2× |
9% |
— |
FY2025 |
| 377 |
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 |
| 378 |
CITIC Pacific Special Steel Group Co Ltd
000708 · Shenzhen
|
$11B |
64/100
Mittel
|
— |
16.3%low 7.9% |
10 yr+ |
0.4× |
14% |
— |
FY2025 |
| 379 |
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 |
| 380 |
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 |
| 381 |
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 |
| 382 |
Elbit Systems Ltd
ESLT · USA
|
$38B |
63/100
Mittel
|
— |
11.3%low 7.4% |
10 yr+ |
0.0× |
26% |
— |
FY2025 |
| 383 |
Weichai Power Co Ltd Class A
000338 · Shenzhen
|
$34B |
63/100
Mittel
|
— |
14.3%low 6.7% |
10 yr+ |
0.1× |
20% |
— |
FY2025 |
| 384 |
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 |
| 385 |
Tradeweb Markets Inc
TW · USA
|
$22B |
63/100
Mittel
|
— |
6.5%low 1.8% |
10 yr+ |
Net cash |
60% |
— |
FY2025 |
| 386 |
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 |
| 387 |
Warner Music Group
WMG · USA
|
$14B |
63/100
Mittel
|
— |
50.7%low 11.9% |
5 yr |
6.3× |
47% |
— |
FY2025 |
| 388 |
Zhejiang Nhu Co Ltd
002001 · Shenzhen
|
$13B |
63/100
Mittel
|
— |
16.4%low 10.9% |
10 yr+ |
Net cash |
45% |
— |
FY2025 |
| 389 |
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 |
| 390 |
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 |
| 391 |
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 |
| 392 |
Ciena Corp
CIEN · USA
|
$53B |
62/100
Mittel
|
43/100 |
11.5%low -17.9% |
7 yr |
0.1× |
44% |
Ciena: A Long-Term Value Investing Analysis24. Mai 2026 · Watch |
FY2025 |
| 393 |
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 |
| 394 |
Chaozhou Three-circle Group Co Ltd
300408 · Shenzhen
|
$30B |
62/100
Mittel
|
— |
13.6%low 8.7% |
10 yr+ |
Net cash |
46% |
— |
FY2025 |
| 395 |
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 |
| 396 |
Companhia de Saneamento Basico do Estado de Sao Paulo SABESP ADR
SBS · USA
|
$19B |
62/100
Mittel
|
— |
19.0%low 4.3% |
10 yr+ |
0.7× |
40% |
— |
FY2025 |
| 397 |
TPG Inc
TPG · USA
|
$17B |
62/100
Mittel
|
— |
22.4%low 3.0% |
8 yr |
0.8× |
98% |
— |
FY2025 |
| 398 |
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 |
| 399 |
Fuzhou Rockchip Electronics Co Ltd
603893 · Shanghai
|
$11B |
62/100
Mittel
|
— |
13.5%low 4.4% |
10 yr+ |
Net cash |
38% |
— |
FY2025 |
| 400 |
The Ensign Group Inc
ENSG · USA
|
$10B |
62/100
Mittel
|
— |
15.5%low 8.2% |
10 yr+ |
1.6× |
15% |
— |
FY2025 |