101
Toyota Motor Corporation
7203 · TSE
Toyota Motor Deep Dive: The World's Largest Automaker, With Hybrid Vehicles and Financial Services as Its Profit Base 12. Juni 2026
Hold
45 /100
Eher schwach
—
12. Juni 2026
102
iFLYTEK Co., Ltd.
002230 · Shenzhen
iFLYTEK (002230.SHE) Zen Horizon Research Report 9. Juni 2026
Watch
45 /100
Eher schwach
—
10. Juni 2026
103
Givaudan SA
GIVN · SW
Givaudan SA (GIVN.SW) Zen Horizon Research Report 8. Juni 2026
Watch
45 /100
Eher schwach
86/100
10. Juni 2026
104
Renishaw plc
RSW · LSE
Renishaw plc (RSW.LSE) Zen Horizon Research Report 8. Juni 2026
Watch
45 /100
Eher schwach
—
10. Juni 2026
105
Schneider Electric SE
SU · Paris
Schneider Electric (SU.PA) Zen Horizon Research Report 5. Juni 2026
Watch
45 /100
Eher schwach
68/100
10. Juni 2026
106
Planet Labs PBC
PL · USA
Planet Labs (PL) Research from a Long-Term Owner's Perspective 4. Juni 2026
Avoid
45 /100
Eher schwach
—
10. Juni 2026
107
FactSet Research Systems Inc.
FDS · USA
FactSet Research Systems Deep Value Investment Research 31. Mai 2026
Cautious Buy
45 /100
Eher schwach
92/100
10. Juni 2026
108
Snap-on Incorporated
SNA · USA
Snap-on Deep Value Investment Research 30. Mai 2026
Watch
45 /100
Eher schwach
95/100
10. Juni 2026
109
Trimble Inc.
TRMB · USA
Trimble Deep Value Investment Research 30. Mai 2026
Watch
45 /100
Eher schwach
—
10. Juni 2026
110
SANY Heavy Industry Co., Ltd.
600031 · Shanghai
SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic Recovery 28. Mai 2026
Hold
45 /100
Eher schwach
59/100
10. Juni 2026
111
Public Storage
PSA · USA
Public Storage: An In-Depth Value-Investing Analysis 27. Mai 2026
Watch
45 /100
Eher schwach
78/100
11. Juni 2026
112
Northrop Grumman Corporation
NOC · USA
Northrop Grumman: A Long-Term Owner's Perspective 26. Mai 2026
Watch
45 /100
Eher schwach
73/100
11. Juni 2026
113
Republic Services, Inc.
RSG · USA
Republic Services: An In-Depth Value Study 26. Mai 2026
Watch
45 /100
Eher schwach
67/100
11. Juni 2026
114
Simon Property Group, Inc.
SPG · USA
Simon Property Group: A Long-Term Owner's Perspective 26. Mai 2026
Hold
45 /100
Eher schwach
76/100
11. Juni 2026
115
The Walt Disney Company
DIS · USA
Disney: A Long-Term Owner's Perspective 25. Mai 2026
Watch
45 /100
Eher schwach
39/100
10. Juni 2026
116
The Home Depot, Inc.
HD · USA
The Home Depot: A Value Investing Deep Dive 25. Mai 2026
Watch
45 /100
Eher schwach
78/100
10. Juni 2026
117
Akamai Technologies, Inc.
AKAM · USA
Akamai: Edge Infrastructure and Security Platform Research 23. Mai 2026
Watch
45 /100
Eher schwach
—
10. Juni 2026
118
American Tower Corporation
AMT · USA
American Tower: Long-Term Value Study of a Communications-Tower REIT 23. Mai 2026
Watch
45 /100
Eher schwach
78/100
11. Juni 2026
119
NXP Semiconductors N.V.
NXPI · USA
NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business Owner 22. Mai 2026
Watch
45 /100
Eher schwach
65/100
10. Juni 2026
120
Solaris Energy Infrastructure, Inc.
SEI · USA
Solaris Energy Infrastructure: In-Depth Research Report 20. Mai 2026
Watch
45 /100
Eher schwach
—
10. Juni 2026
121
Ningbo Deye Technology Corporation
605117 · Shanghai
Ningbo Deye: H1 Operating Cash Flow Was 1.54x Net Income, but CNY 4.071bn of It Came from Expanding Supplier Credit 13. September 2026
Hold
44 /100
Eher schwach
74/100
13. September 2026
122
VINCI SA
DG · Paris
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 2036 11. September 2026
Hold
44 /100
Eher schwach
55/100
11. September 2026
123
Investor AB (publ)
INVE-B · ST
Investor AB: Q2 2026 Adjusted NAV of SEK 1,214.7bn or SEK 397 per Share Leaves the SEK 402.75 Quote at a 1.45% Premium Instead of the 7% to 13% Discount Normal in 2021 to 2025 11. September 2026
Hold
44 /100
Eher schwach
47/100
11. September 2026
124
LVMH Moët Hennessy Louis Vuitton SE
MC · Paris
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 Value 9. September 2026
Hold
44 /100
Eher schwach
83/100
9. September 2026
125
HENSOLDT AG
HAG · XETRA
HENSOLDT AG: Can the Order Flood Pass Through the Narrow Gate of Capacity, Margin and Cash? 6. September 2026
Hold
44 /100
Eher schwach
—
6. September 2026
126
Metso Oyj
METSO · HE
Metso: A 56% Aftermarket Mix, an 18.0% Minerals Margin, and 30 Times Earnings 30. August 2026
Hold
44 /100
Eher schwach
—
30. August 2026
127
Lamar Advertising Company
LAMR · USA
Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of Safety 27. August 2026
Hold
44 /100
Eher schwach
71/100
29. August 2026
128
Sterling Infrastructure, Inc.
STRL · USA
Sterling Infrastructure: A 49% Organic Quarter, a 50% Drawdown, and Still 25 Times 2026 Earnings 27. August 2026
Hold
44 /100
Eher schwach
66/100
27. August 2026
129
ACS, Actividades de Construcción y Servicios, S.A.
ACS · MC
ACS Equity Research: Construction Scale, AI Infrastructure, and the Cost of a Re-rating 21. August 2026
Hold
44 /100
Eher schwach
72/100
22. August 2026
130
Sandvik AB
SAND · ST
Sandvik AB: A Record 22.6% Margin With SEK 550 Million of Tungsten Inside It, and No Margin of Safety at SEK 368.70 21. August 2026
Hold
44 /100
Eher schwach
79/100
22. August 2026
131
Jiangsu Hengli Hydraulic Co., Ltd.
601100 · Shanghai
Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot Story 25. Juli 2026
Hold
44 /100
Eher schwach
59/100
25. Juli 2026
132
Telefonaktiebolaget LM Ericsson
ERIC-B · ST
Telefonaktiebolaget LM Ericsson 22. Juli 2026
Hold
44 /100
Eher schwach
39/100
23. Juli 2026
133
Hangzhou Tigermed Consulting Co., Ltd.
300347 · Shenzhen
Hangzhou Tigermed: A Genuine China CRO Recovery, Priced Ahead of Clean Earnings 16. Juli 2026
Hold
44 /100
Eher schwach
—
16. Juli 2026
134
Sieyuan Electric Co., Ltd.
002028 · Shenzhen
Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of Safety 11. Juli 2026
Watch
44 /100
Eher schwach
63/100
11. Juli 2026
135
RBC Bearings Incorporated
RBC · USA
RBC Bearings: The Moat Is Real, but the Price Already Assumes the Aerospace-Defense Story Is Finished 8. Juli 2026
Watch
44 /100
Eher schwach
—
8. Juli 2026
136
Zhejiang Shuanghuan Driveline Co., Ltd.
002472 · Shenzhen
Zhejiang Shuanghuan Driveline: A Precision-Gear Cash Engine Carrying a Still-Optional Robot-Reducer Bet 25. Juni 2026
Hold
44 /100
Eher schwach
46/100
25. Juni 2026
137
OR Royalties Inc.
OR · USA
OR Royalties: A Mid-Tier Royalty Franchise Re-Rating With Visible Growth, Priced Around Fair Value 25. Juni 2026
Hold
44 /100
Eher schwach
28/100
25. Juni 2026
138
Renesas Electronics Corporation
6723 · TSE
Renesas: A Cyclical Embedded Compounder Priced for a Transition Still Unproven 21. Juni 2026
Hold
44 /100
Eher schwach
—
21. Juni 2026
139
OMRON Corporation
6645 · TSE
Omron Corporation: Ein Unternehmen im Wandel, fair bewertet 18. Juni 2026
Halten
44 /100
Eher schwach
—
19. Juni 2026
140
SGS SA
SGSN · SW
SGS: Hochwertiger TIC-Compounder zum vollen Wert 17. Juni 2026
Halten
44 /100
Eher schwach
74/100
18. Juni 2026
141
Snap Inc.
SNAP · USA
Snap Inc.: Reparierter Cashflow, unbewiesene Neubewertung im Werbegeschäft 17. Juni 2026
Beobachten
44 /100
Eher schwach
—
18. Juni 2026
142
FANUC CORPORATION
6954 · TSE
FANUC Tiefgehende Analyse 15. Juni 2026
Halten
44 /100
Eher schwach
—
15. Juni 2026
143
Shenzhen LDROBOT Co., Ltd.
1236 · Hongkong
LDROBOT In-Depth Research 11. Juni 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
144
Vestas Wind Systems A/S
VWS · CO
Vestas Wind Systems A/S (VWS.CO) Zen Horizon Research Report 8. Juni 2026
Cautious Buy
44 /100
Eher schwach
38/100
10. Juni 2026
145
Kratos Defense
KTOS · USA
Kratos Defense Zen Horizon Framework Deep-Dive Research 7. Juni 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
146
Sony Group Corporation
6758 · TSE
Sony Group Zen Horizon Framework Deep-Dive Research 5. Juni 2026
Hold
44 /100
Eher schwach
—
10. Juni 2026
147
Brown-Forman Corporation
BF-B · USA
Brown-Forman Deep Value Analysis 31. Mai 2026
Watch
44 /100
Eher schwach
92/100
10. Juni 2026
148
Nordson Corporation
NDSN · USA
Nordson Deep Value Investment Research 30. Mai 2026
Watch
44 /100
Eher schwach
88/100
10. Juni 2026
149
Willis Towers Watson Public Limited Company
WTW · USA
WTW: An Investment Analysis from a Long-Term Business Owner's Perspective 29. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
150
Dover Corporation
DOV · USA
Dover Corporation Deep Value Investment Research 28. Mai 2026
Watch
44 /100
Eher schwach
88/100
10. Juni 2026
151
McKesson Corporation
MCK · USA
McKesson: A Long-Term Owner's Perspective 26. Mai 2026
Watch
44 /100
Eher schwach
65/100
11. Juni 2026
152
Marsh & McLennan Companies, Inc.
MRSH · USA
Marsh: A Long-Term Owner's Perspective 26. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
153
Royal Caribbean Group
RCL · USA
Royal Caribbean: A Deep-Dive Value Investing Analysis 26. Mai 2026
Watch
44 /100
Eher schwach
7/100
11. Juni 2026
154
Berkshire Hathaway Inc.
BRK-B · USA
Berkshire Hathaway Deep Value Study: A Fair Price for a Great Company 25. Mai 2026
Hold
44 /100
Eher schwach
—
10. Juni 2026
155
The Procter & Gamble Company
PG · USA
P&G Deep-Dive Value Research Report 25. Mai 2026
Watch
44 /100
Eher schwach
84/100
10. Juni 2026
156
The Bank of New York Mellon Corporation
BK · USA
BNY Mellon Long-Term Value Investment Research 24. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
157
Brown & Brown, Inc.
BRO · USA
Brown & Brown: A Deep-Dive Value Investment Analysis 24. Mai 2026
Cautious Buy
44 /100
Eher schwach
—
10. Juni 2026
158
Carrier Global Corporation
CARR · USA
Carrier Global: A Deep Value Investing Analysis 24. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
159
Colgate-Palmolive Company
CL · USA
Colgate-Palmolive: A Long-Term Value Investing Analysis 24. Mai 2026
Watch
44 /100
Eher schwach
84/100
11. Juni 2026
160
Capital One Financial Corporation
COF · USA
Capital One: A Long-Term Value Investment Analysis 24. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
161
Aflac Incorporated
AFL · USA
Aflac Supplemental Insurance and Japan Market Study 23. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
162
Allegion plc
ALLE · USA
Allegion Access Control and Electronic Security Deep Dive 23. Mai 2026
Watch
44 /100
Eher schwach
87/100
11. Juni 2026
163
Aon plc
AON · USA
Aon Risk and Human Capital Platform Study 23. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
164
StoneX Group Inc.
SNEX · USA
StoneX Group: Two 3-for-2 Splits in One Fiscal Year Break the EPS Series, RJO Lifts Q3 Net Income 102%, and 200bp of Rate Cuts Would Take $0.76 Off $4.19 Trailing EPS 16. September 2026
Hold
43 /100
Eher schwach
57/100
16. September 2026
165
CACI International Inc
CACI · USA
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 Ceiling 10. September 2026
Hold
43 /100
Eher schwach
64/100
10. September 2026
166
Epiroc AB
EPI-A · ST
Epiroc AB: Q2 2026 Equipment Orders Grew 30% Organically While Large Orders Above MSEK 150 Jumped to MSEK 720 From MSEK 230, and Class A at SEK 263.30 Sits Inside the SEK 250-275 Base Range 10. September 2026
Hold
43 /100
Eher schwach
89/100
10. September 2026
167
Weir PLC
WEIR · LSE
Weir PLC: 82% Aftermarket Revenue Meets 2.2x Leverage and a 15.2% ROCE, and £27.24 Already Prices the H2 Recovery 8. September 2026
Hold
43 /100
Eher schwach
43/100
8. September 2026
168
NEXT plc
NXT · LSE
NEXT plc: 23.9% International Growth, a £16.9 Million Platform, and 19.2 Times Earnings 30. August 2026
Hold
43 /100
Eher schwach
78/100
30. August 2026
169
MPLX LP
MPLX · USA
MPLX LP: A 1.3x-Covered 7.4% Yield, $2.9 Billion of Growth Capex, and No Margin of Safety at $58.41 24. August 2026
Hold
43 /100
Eher schwach
44/100
24. August 2026
170
Aier Eye Hospital Group Co., Ltd.
300015 · Shenzhen
Aier Eye Hospital: Net Goodwill Equals 43% of Book Equity, Adjusted Profit Grew 1.36% in 2025, and CNY8.71 Leaves No Conservative Margin of Safety 15. August 2026
Hold
43 /100
Eher schwach
86/100
15. August 2026
171
Midea Group Co., Ltd.
000333 · Shenzhen
Midea Group Initiation: Proven Appliance Compounder, Unearned Industrial Re-Rating 12. August 2026
Hold
43 /100
Eher schwach
88/100
12. August 2026
172
Unilever PLC
ULVR · LSE
Unilever: Q2 Volume Grew 5.5%, the Strongest Quarter in More Than a Decade, but 47.43 Pounds Leaves No Margin of Safety 3. August 2026
Hold
43 /100
Eher schwach
83/100
3. August 2026
173
Apple Inc.
AAPL · USA
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 Treasury 1. August 2026
Hold
43 /100
Eher schwach
83/100
1. August 2026
174
Envista Holdings Corporation
NVST · USA
Envista Holdings Corporation 26. Juli 2026
Hold
43 /100
Eher schwach
—
26. Juli 2026
175
RPM International Inc.
RPM · USA
RPM International Inc. 26. Juli 2026
Hold
43 /100
Eher schwach
82/100
26. Juli 2026
176
Hanwei Technology Group Co., Ltd.
300007 · Shenzhen
Hanwei Technology: Good Technology, Bad Price 13. Juli 2026
Avoid
43 /100
Eher schwach
—
13. Juli 2026
177
TechnipFMC plc
FTI · USA
TechnipFMC: A Higher-Quality Subsea Franchise Now Priced for Continued Delivery 29. Juni 2026
Hold
43 /100
Eher schwach
35/100
29. Juni 2026
178
Energy Transfer LP
ET · USA
Energy Transfer LP: A Discounted Midstream Cash Cow Turning Its Asset Empire Into Disciplined Gas-Led Growth 21. Juni 2026
Hold
43 /100
Eher schwach
24/100
21. Juni 2026
179
Zhejiang Sanhua Intelligent Controls Co., Ltd. (Sanhua Intelligent Controls)
002050 · Shenzhen
Sanhua Intelligent Controls (002050.SHE) Zen Horizon Deep-Dive Research 5. Juni 2026
Watch
43 /100
Eher schwach
73/100
10. Juni 2026
180
Invesco Ltd.
IVZ · USA
Invesco Ltd. Long-Term Business Owner Research 31. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
181
Generac Holdings Inc.
GNRC · USA
Generac: A Deep Value Investing Study 30. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
182
Lennox International Inc.
LII · USA
Lennox International Deep Value Investment Research 30. Mai 2026
Watch
43 /100
Eher schwach
80/100
10. Juni 2026
183
STERIS plc
STE · USA
STERIS plc: A Long-Term Owner's Perspective 29. Mai 2026
Watch
43 /100
Eher schwach
63/100
10. Juni 2026
184
Williams-Sonoma, Inc.
WSM · USA
Williams-Sonoma: In-Depth Value Research Report 29. Mai 2026
Watch
43 /100
Eher schwach
87/100
10. Juni 2026
185
First Solar, Inc.
FSLR · USA
First Solar: A Deep Value-Investing Analysis 28. Mai 2026
Watch
43 /100
Eher schwach
24/100
10. Juni 2026
186
Otis Worldwide Corporation
OTIS · USA
Otis Worldwide Corporation: A Deep Value Study 28. Mai 2026
Watch
43 /100
Eher schwach
79/100
10. Juni 2026
187
Raymond James Financial, Inc.
RJF · USA
Raymond James: A Long-Term Study of a Diversified Financial-Services Platform 28. Mai 2026
Watch
43 /100
Eher schwach
77/100
10. Juni 2026
188
Teledyne Technologies Incorporated
TDY · USA
Teledyne Technologies (TDY): A Long-Term Owner's Perspective 28. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
189
Delta Air Lines, Inc.
DAL · USA
Delta Air Lines: A Deep-Dive Value Investing Analysis 27. Mai 2026
Watch
43 /100
Eher schwach
18/100
11. Juni 2026
190
The Hershey Company
HSY · USA
The Hershey Company: A Deep-Dive Value Investing Study 27. Mai 2026
Watch
43 /100
Eher schwach
84/100
10. Juni 2026
191
Kinder Morgan, Inc.
KMI · USA
Kinder Morgan: A Long-Term Owner's Perspective 26. Mai 2026
Watch
43 /100
Eher schwach
41/100
11. Juni 2026
192
NIKE, Inc.
NKE · USA
NIKE In-Depth Value Investing Analysis 26. Mai 2026
Watch
43 /100
Eher schwach
92/100
11. Juni 2026
193
Sempra
SRE · USA
Sempra: A Long-Term Owner's Research Report 26. Mai 2026
Watch
43 /100
Eher schwach
—
11. Juni 2026
194
The Williams Companies, Inc.
WMB · USA
The Williams Companies: A Long-Term Owner's Perspective 26. Mai 2026
Watch
43 /100
Eher schwach
33/100
11. Juni 2026
195
NextEra Energy, Inc.
NEE · USA
NextEra Energy: A Long-Term Owner's Perspective 25. Mai 2026
Watch
43 /100
Eher schwach
46/100
10. Juni 2026
196
The TJX Companies, Inc.
TJX · USA
TJX: A Long-Term Owner's Perspective 25. Mai 2026
Watch
43 /100
Eher schwach
67/100
11. Juni 2026
197
UnitedHealth Group Incorporated
UNH · USA
UnitedHealth Group (UNH): A Deep-Dive Value Investing Study 25. Mai 2026
Watch
43 /100
Eher schwach
84/100
11. Juni 2026
198
Bristol-Myers Squibb Company
BMY · USA
Bristol-Myers Squibb: A Deep Value-Investing Study 24. Mai 2026
Watch
43 /100
Eher schwach
27/100
10. Juni 2026
199
The Cooper Companies, Inc.
COO · USA
Cooper Companies: A Long-Term Value Investing Analysis 24. Mai 2026
Watch
43 /100
Eher schwach
—
11. Juni 2026
200
PepsiCo, Inc.
PEP · USA
PepsiCo: A Long-Term Owner's Perspective Investment Study 22. Mai 2026
Watch
43 /100
Eher schwach
84/100
10. Juni 2026