301
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
302
AbbVie Inc.
ABBV · USA
AbbVie: In-Depth Research from a Long-Term Business Owner's Perspective 21. Mai 2026
Watch
45 /100
Eher schwach
73/100
10. Juni 2026
303
Arch Capital Group Ltd.
ACGL · USA
Arch Capital Group Ltd. Deep Value Research 21. Mai 2026
Cautious Buy
45 /100
Eher schwach
—
10. Juni 2026
304
Costco Wholesale Corporation
COST · USA
Costco: A Deep-Dive Value Investing Analysis 21. Mai 2026
Watch
45 /100
Eher schwach
87/100
10. Juni 2026
305
Tongcheng New Material Co., Ltd.
603650 · Shanghai
Tongcheng New Material: A Long-Term Business Owner's Study 20. Mai 2026
Watch
45 /100
Eher schwach
58/100
10. Juni 2026
306
Coherent Corp.
COHR · USA
Coherent: A Deep-Dive Value Investing Study 20. Mai 2026
Watch
45 /100
Eher schwach
—
10. Juni 2026
307
Solaris Energy Infrastructure, Inc.
SEI · USA
Solaris Energy Infrastructure: In-Depth Research Report 20. Mai 2026
Watch
45 /100
Eher schwach
—
10. Juni 2026
308
Tempus AI, Inc.
TEM · USA
Tempus AI: A Long-Term Owner's Perspective 17. Mai 2026
Watch
45 /100
Eher schwach
—
11. Juni 2026
309
Circle Internet Group, Inc.
CRCL · USA
Circle Internet Group: A Long-Term Owner's Perspective 16. Mai 2026
Watch
45 /100
Eher schwach
—
11. Juni 2026
310
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
311
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
312
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
313
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
314
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
315
Shenzhou International Group Holdings Limited
2313 · Hongkong
Shenzhou International: 22.6% H1 Gross Margin and 75.9% Customer Concentration Leave No Conservative Margin of Safety at HK$36.58 1. September 2026
Hold
44 /100
Eher schwach
78/100
1. September 2026
316
DICK'S Sporting Goods, Inc.
DKS · USA
DICK'S Sporting Goods: A 12.6% Core Margin, a Loss-Making Foot Locker, and 11.8 Times Earnings 30. August 2026
Watch
44 /100
Eher schwach
73/100
30. August 2026
317
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
318
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
319
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
320
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
321
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
322
Simpson Manufacturing Co., Inc.
SSD · USA
Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17% 19. August 2026
Hold
44 /100
Eher schwach
81/100
19. August 2026
323
adidas AG
ADS · XETRA
adidas AG: Record Revenue, Record Doubt, and the Economics of a World Cup 9. August 2026
Hold
44 /100
Eher schwach
55/100
9. August 2026
324
MYR Group Inc.
MYRG · USA
MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings 8. August 2026
Hold
44 /100
Eher schwach
61/100
8. August 2026
325
Crane Company
CR · USA
Crane Company: Aerospace Compounds on Its Own, but Four-Fifths of the Headline Growth Was Bought and 32 Times Earnings Leaves No Cushion 6. August 2026
Hold
44 /100
Eher schwach
78/100
6. August 2026
326
HANMI Semiconductor Co., Ltd.
042700 · Korea
HANMI Semiconductor: Q2 Operating Margin Hit a Record 51.9%, but 95.5 Times Earnings Prices a Single-Generation Moat 3. August 2026
Hold
44 /100
Eher schwach
—
3. August 2026
327
Kulicke and Soffa Industries, Inc.
KLIC · USA
Kulicke & Soffa: A Proven Wire-Bonding Franchise Testing an Unproven TCB Re-Rating 1. August 2026
Hold
44 /100
Eher schwach
—
1. August 2026
328
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
329
Telefonaktiebolaget LM Ericsson
ERIC-B · ST
Telefonaktiebolaget LM Ericsson 22. Juli 2026
Hold
44 /100
Eher schwach
39/100
23. Juli 2026
330
MasTec, Inc.
MTZ · USA
MasTec, Inc. 22. Juli 2026
Hold
44 /100
Eher schwach
38/100
22. Juli 2026
331
AbCellera Biologics Inc.
ABCL · USA
AbCellera Biologics: A Well-Funded Platform Waiting on One Clinical Proof Point 18. Juli 2026
Watch
44 /100
Eher schwach
—
18. Juli 2026
332
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
333
Eckert & Ziegler SE
EUZ · XETRA
Eckert & Ziegler SE: A Better Business, Not Yet a Better Price 15. Juli 2026
Hold
44 /100
Eher schwach
76/100
15. Juli 2026
334
ACWA Power Company
2082 · SR
ACWA Power: A Compelling National Champion Wrapped in an Undisciplined Valuation 12. Juli 2026
Watch
44 /100
Eher schwach
—
12. Juli 2026
335
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
336
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
337
KINGSEMI Co., Ltd.
688037 · Shanghai
KINGSEMI: A Scarce Domestic Track Asset, Priced Well Ahead of the Evidence 1. Juli 2026
Avoid
44 /100
Eher schwach
—
1. Juli 2026
338
Black Sesame International Holding Limited
2533 · Hongkong
Black Sesame International: Credible Challenger, Unproven Cash Conversion 28. Juni 2026
Hold
44 /100
Eher schwach
—
28. Juni 2026
339
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
340
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
341
Shenzhen Zhaowei Machinery & Electronics Co., Ltd.
003021 · Shenzhen
Shenzhen Zhaowei: A Real Precision Micro-Drive Business Undergoing a Thematic Robot Re-Rating 24. Juni 2026
Hold
44 /100
Eher schwach
—
24. Juni 2026
342
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
343
OMRON Corporation
6645 · TSE
Omron Corporation: Ein Unternehmen im Wandel, fair bewertet 18. Juni 2026
Halten
44 /100
Eher schwach
—
19. Juni 2026
344
SGS SA
SGSN · SW
SGS: Hochwertiger TIC-Compounder zum vollen Wert 17. Juni 2026
Halten
44 /100
Eher schwach
74/100
18. Juni 2026
345
Snap Inc.
SNAP · USA
Snap Inc.: Reparierter Cashflow, unbewiesene Neubewertung im Werbegeschäft 17. Juni 2026
Beobachten
44 /100
Eher schwach
—
18. Juni 2026
346
FANUC CORPORATION
6954 · TSE
FANUC Tiefgehende Analyse 15. Juni 2026
Halten
44 /100
Eher schwach
—
15. Juni 2026
347
Accelink Technologies Co., Ltd.
002281 · Shenzhen
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation 14. Juni 2026
Avoid
44 /100
Eher schwach
56/100
15. Juni 2026
348
Shenzhen LDROBOT Co., Ltd.
1236 · Hongkong
LDROBOT In-Depth Research 11. Juni 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
349
MetaX Integrated Circuits (Shanghai) Co., Ltd.
688802 · Shanghai
In-Depth Research on MetaX 11. Juni 2026
Avoid
44 /100
Eher schwach
—
11. Juni 2026
350
Ibiden Co., Ltd.
4062 · TSE
Long-Term Value Research on Ibiden 9. Juni 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
351
Quanta Computer
2382 · Taiwan
Quanta (2382.TW) Zen Horizon Research Report 8. Juni 2026
Hold
44 /100
Eher schwach
72/100
10. Juni 2026
352
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
353
Illumina
ILMN · USA
Illumina Zen Horizon Framework Deep-Dive Research 7. Juni 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
354
Kratos Defense
KTOS · USA
Kratos Defense Zen Horizon Framework Deep-Dive Research 7. Juni 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
355
Sony Group Corporation
6758 · TSE
Sony Group Zen Horizon Framework Deep-Dive Research 5. Juni 2026
Hold
44 /100
Eher schwach
—
10. Juni 2026
356
Hexcel Corporation
HXL · USA
Hexcel Long-Term Owner's View Research 3. Juni 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
357
Brown-Forman Corporation
BF-B · USA
Brown-Forman Deep Value Analysis 31. Mai 2026
Watch
44 /100
Eher schwach
92/100
10. Juni 2026
358
Pool Corporation
POOL · USA
Pool Corporation Value Investment Deep-Dive Report 31. Mai 2026
Watch
44 /100
Eher schwach
78/100
10. Juni 2026
359
IDEX Corporation
IEX · USA
IDEX Corporation Deep Value Investment Research 30. Mai 2026
Watch
44 /100
Eher schwach
82/100
10. Juni 2026
360
Moderna, Inc.
MRNA · USA
Moderna: A Long-Term Business Owner's Perspective 30. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
361
Nordson Corporation
NDSN · USA
Nordson Deep Value Investment Research 30. Mai 2026
Watch
44 /100
Eher schwach
88/100
10. Juni 2026
362
Expeditors International of Washington, Inc.
EXPD · USA
Expeditors International Deep-Dive Value Research 29. Mai 2026
Watch
44 /100
Eher schwach
83/100
10. Juni 2026
363
Laboratory Corporation of America Holdings
LH · USA
Labcorp Holdings: A Value-Investing Deep Dive 29. Mai 2026
Watch
44 /100
Eher schwach
59/100
10. Juni 2026
364
Ralph Lauren Corporation
RL · USA
Ralph Lauren: An Investment Study from the Perspective of a Long-Term Business Owner 29. Mai 2026
Watch
44 /100
Eher schwach
56/100
10. Juni 2026
365
West Pharmaceutical Services, Inc.
WST · USA
West Pharmaceutical Services In-Depth Value Research Report 29. Mai 2026
Watch
44 /100
Eher schwach
76/100
10. Juni 2026
366
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
367
Jiangsu Boqian New Materials Co., Ltd.
605376 · Shanghai
Boqian New Materials: SUN-R Investment Analysis Framework Research Report 28. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
368
Dover Corporation
DOV · USA
Dover Corporation Deep Value Investment Research 28. Mai 2026
Watch
44 /100
Eher schwach
88/100
10. Juni 2026
369
Qnity Electronics, Inc.
Q · USA
Qnity Electronics: A Long-Term Business Owner's Perspective 28. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
370
Tapestry, Inc.
TPR · USA
Tapestry: A Deep-Dive Investment Study 28. Mai 2026
Watch
44 /100
Eher schwach
53/100
10. Juni 2026
371
Corteva, Inc.
CTVA · USA
Corteva Deep Value Investment Analysis 27. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
372
L3Harris Technologies, Inc.
LHX · USA
L3Harris Technologies: A Deep-Dive Value Investing Analysis 27. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
373
Westinghouse Air Brake Technologies Corporation
WAB · USA
Wabtec: A Long-Term Business-Owner's Analysis 27. Mai 2026
Watch
44 /100
Eher schwach
54/100
11. Juni 2026
374
Yum! Brands, Inc.
YUM · USA
Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective 27. Mai 2026
Watch
44 /100
Eher schwach
78/100
10. Juni 2026
375
Digital Realty Trust, Inc.
DLR · USA
Digital Realty: An In-Depth Value Investing Analysis 26. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
376
Illinois Tool Works Inc.
ITW · USA
Illinois Tool Works: A Value Investing Deep Dive 26. Mai 2026
Watch
44 /100
Eher schwach
80/100
11. Juni 2026
377
McKesson Corporation
MCK · USA
McKesson: A Long-Term Owner's Perspective 26. Mai 2026
Watch
44 /100
Eher schwach
65/100
11. Juni 2026
378
Marsh & McLennan Companies, Inc.
MRSH · USA
Marsh: A Long-Term Owner's Perspective 26. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
379
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
380
The Sherwin-Williams Company
SHW · USA
The Sherwin-Williams Company: A Long-Term Owner's Perspective 26. Mai 2026
Watch
44 /100
Eher schwach
79/100
11. Juni 2026
381
The Travelers Companies, Inc.
TRV · USA
Travelers Companies Deep Value Investment Research 26. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
382
Waste Management, Inc.
WM · USA
WM: A Long-Term Owner's Perspective 26. Mai 2026
Watch
44 /100
Eher schwach
72/100
11. Juni 2026
383
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
384
JPMorgan Chase & Co.
JPM · USA
JPMorgan Chase: A Value-Investing Analysis Through a Long-Term Business Owner's Lens 25. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
385
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
386
The Charles Schwab Corporation
SCHW · USA
Charles Schwab: A Long-Term Owner's Perspective 25. Mai 2026
Watch
44 /100
Eher schwach
68/100
11. Juni 2026
387
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
388
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
389
Carrier Global Corporation
CARR · USA
Carrier Global: A Deep Value Investing Analysis 24. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
390
CBRE Group, Inc.
CBRE · USA
CBRE Group: An In-Depth Value Investing Analysis 24. Mai 2026
Watch
44 /100
Eher schwach
72/100
11. Juni 2026
391
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
392
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
393
Aflac Incorporated
AFL · USA
Aflac Supplemental Insurance and Japan Market Study 23. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
394
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
395
Aon plc
AON · USA
Aon Risk and Human Capital Platform Study 23. Mai 2026
Watch
44 /100
Eher schwach
—
11. Juni 2026
396
AutoZone, Inc.
AZO · USA
AutoZone: Deep Research on Auto Aftermarket Retail 23. Mai 2026
Watch
44 /100
Eher schwach
85/100
10. Juni 2026
397
Old Dominion Freight Line, Inc.
ODFL · USA
Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's Perspective 22. Mai 2026
Watch
44 /100
Eher schwach
79/100
10. Juni 2026
398
UP Fintech Holding Limited
TIGR · USA
UP Fintech Holding Limited Deep Value Analysis 22. Mai 2026
Watch
44 /100
Eher schwach
34/100
10. Juni 2026
399
Agilent Technologies, Inc.
A · USA
Agilent Technologies: A Study from a Long-Term Business Owner's Perspective 21. Mai 2026
Watch
44 /100
Eher schwach
83/100
10. Juni 2026
400
Booking Holdings Inc.
BKNG · USA
Booking Holdings: A Deep Value Investing Analysis 21. Mai 2026
Cautious Buy
44 /100
Eher schwach
70/100
9. Juni 2026