301
Huntington Ingalls Industries, Inc.
HII · USA
Huntington Ingalls Industries: A Deep Value Investment Study 30. Mai 2026 Watch
39 /100
Eher schwach
77/100 10. Juni 2026
302
International Paper Company
IP · USA
International Paper Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 9. Juni 2026
303
Mid-America Apartment Communities, Inc.
MAA · USA
Mid-America Apartment Communities Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 8. Juni 2026
304
NVR, Inc.
NVR · USA
NVR Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
89/100 10. Juni 2026
305
Regency Centers Corporation
REG · USA
Regency Centers In-Depth Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
306
Solventum Corporation
SOLV · USA
Solventum Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
71/100 8. Juni 2026
307
NiSource Inc.
NI · USA
NiSource: A Deep-Dive Value Investing Research Report 29. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
308
PulteGroup, Inc.
PHM · USA
PulteGroup Value Investing Research Report 29. Mai 2026 Watch
39 /100
Eher schwach
71/100 10. Juni 2026
309
Regions Financial Corporation
RF · USA
Regions Financial Corporation: A Long-Term Value Investment Study 29. Mai 2026 Watch
39 /100
Eher schwach
— 7. Juni 2026
310
DTE Energy Company
DTE · USA
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated Utility 28. Mai 2026 Watch
39 /100
Eher schwach
37/100 10. Juni 2026
311
Huntington Bancshares Incorporated
HBAN · USA
Huntington Bancshares In-Depth Value Investing Research 28. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
312
M&T Bank Corporation
MTB · USA
M&T Bank: A Long-Term Owner's Perspective on a U.S. Regional Bank 28. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
313
Jabil Inc.
JBL · USA
Jabil Inc.: An In-Depth Value Investing Analysis 27. Mai 2026 Watch
39 /100
Eher schwach
62/100 10. Juni 2026
314
InterDigital, Inc.
IDCC · USA
InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling 16. September 2026 Hold
38 /100
Eher schwach
69/100 16. September 2026
315
DHL AG
DHL · XETRA
DHL AG: Express Supplies 60% of H1 Group EBIT on 31% of Revenue and German Mail Volume Falls 15%, but EUR 55.02 Sits 30% Above the EUR 42.2 Conservative Value 14. September 2026 Hold
38 /100
Eher schwach
75/100 14. September 2026
316
Rio Tinto plc
RIO · LSE
Rio Tinto: Copper EBITDA Rose 84% on 1% More Production, and £73.74 Sits Inside a £62–82 Hold Band 14. September 2026 Hold
38 /100
Eher schwach
78/100 14. September 2026
317
Schrödinger, Inc.
SDGR · USA
Schrödinger: A 6.0 Million USD Q2 Profit Over a 41.5 Million Operating Loss, and a 20% Rally Driven More by EV/ACV Re-Rating From 3.8 to 4.9 Times Than by ACV Growth 12. September 2026 Hold
38 /100
Eher schwach
— 12. September 2026
318
Tesco PLC
TSCO · LSE
Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory Profit 2. September 2026 Hold
38 /100
Eher schwach
53/100 4. September 2026
319
Equinor ASA
EQNR · OL
Equinor: Q2 Profit of USD 11.48bn Leaves USD 3.44bn After Tax, and NOK 386.40 Already Pays the Base Case 29. August 2026 Hold
38 /100
Eher schwach
40/100 29. August 2026
320
Samsung Electronics Co., Ltd.
005930 · Korea
Samsung Electronics: Device Solutions Supplied 99.7% of Second-Quarter Operating Profit, and at 230,500 Won the Shares Already Trade Above the 185,000 Won Conservative Value 6. August 2026 Hold
38 /100
Eher schwach
57/100 6. August 2026
321
Korea Aerospace Industries, Ltd.
047810 · Korea
Korea Aerospace Industries: Second-Quarter Revenue Rose 41% While Operating Profit Fell 43%, the 27.35 Trillion Won Backlog Converts at 13.5% a Year, and 127,300 Won Leaves No Margin of Safety 2. August 2026 Hold
38 /100
Eher schwach
— 2. August 2026
322
Kawasaki Heavy Industries, Ltd.
7012 · TSE
Kawasaki Heavy Industries: Aerospace Earned the Rerating, the Rest of the Group Still Has to Pay for It 26. Juli 2026 Hold
38 /100
Eher schwach
— 26. Juli 2026
323
Rocket Pharmaceuticals, Inc.
RCKT · USA
Rocket Pharmaceuticals: Cash Buys Time, but Danon Still Has to Earn Back the Market's Trust 25. Juli 2026 Hold
38 /100
Eher schwach
— 25. Juli 2026
324
Zijin Mining Group Co., Ltd.
601899 · Shanghai
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go Right 22. Juli 2026 Hold
38 /100
Eher schwach
57/100 22. Juli 2026
325
Eastman Chemical Company
EMN · USA
Eastman Chemical: A Cyclical Repair Story Already Priced for Stabilization 13. Juli 2026 Hold
38 /100
Eher schwach
— 13. Juli 2026
326
The Timken Company
TKR · USA
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished 8. Juli 2026 Hold
38 /100
Eher schwach
65/100 8. Juli 2026
327
Coeur Mining, Inc.
CDE · USA
Coeur Mining: A Stronger Seven-Mine Platform, No Longer Cheap Enough to Ignore the Cycle 2. Juli 2026 Hold
38 /100
Eher schwach
21/100 2. Juli 2026
328
Hecla Mining Company
HL · USA
Hecla Mining: A Cleaner, Debt-Free Silver Major Still Priced Without a Margin of Safety 29. Juni 2026 Hold
38 /100
Eher schwach
21/100 29. Juni 2026
329
Carl Zeiss Meditec AG
AFX · XETRA
Carl Zeiss Meditec: A High-Grade Ophthalmology Franchise Forced to Relearn Its Operating Model in China 26. Juni 2026 Watch
38 /100
Eher schwach
— 26. Juni 2026
330
Barrick Mining Corporation
B · USA
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value 25. Juni 2026 Hold
38 /100
Eher schwach
41/100 25. Juni 2026
331
Henry Schein, Inc.
HSIC · USA
Henry Schein Investment Research from a Long-Term Business Owner's Perspective 31. Mai 2026 Watch
38 /100
Eher schwach
— 7. Juni 2026
332
Alliant Energy Corporation
LNT · USA
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective 30. Mai 2026 Watch
38 /100
Eher schwach
53/100 10. Juni 2026
333
Gaming and Leisure Properties, Inc.
GLPI · USA
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent 14. September 2026 Hold
37 /100
Eher schwach
67/100 14. September 2026
334
Nestlé S.A.
NESN · SW
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 Safety 5. September 2026 Hold
37 /100
Eher schwach
80/100 5. September 2026
335
Mueller Industries, Inc.
MLI · USA
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value 31. August 2026 Hold
37 /100
Eher schwach
72/100 31. August 2026
336
Reliance, Inc.
RS · USA
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 Band 30. August 2026 Hold
37 /100
Eher schwach
65/100 30. August 2026
337
Encompass Health Corporation
EHC · USA
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety 25. August 2026 Hold
37 /100
Eher schwach
73/100 25. August 2026
338
Swisscom AG
SCMN · SW
Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 635 20. August 2026 Hold
37 /100
Eher schwach
78/100 20. August 2026
339
Pfizer Inc.
PFE · USA
Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 7. August 2026 Hold
37 /100
Eher schwach
— 7. August 2026
340
The Boeing Company
BA · USA
Boeing: Second-Quarter Free Cash Flow Turned Positive, but 45–50 Times Owner Earnings Already Prices the Recovery 3. August 2026 Hold
37 /100
Eher schwach
— 3. August 2026
341
Booz Allen Hamilton Holding Corporation
BAH · USA
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value 1. August 2026 Hold
37 /100
Eher schwach
76/100 1. August 2026
342
China XD Electric Co., Ltd.
601179 · Shanghai
China XD Electric: A Real UHV Upcycle, Priced Like It's Already Proven 11. Juli 2026 Hold
37 /100
Eher schwach
— 11. Juli 2026
343
ICON plc
ICLR · USA
ICON plc In-Depth Research 12. Juni 2026 Hold
37 /100
Eher schwach
— 13. Juni 2026
344
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. 9. Juni 2026 Watch
37 /100
Eher schwach
— 9. Juni 2026
345
Cognex Corporation
CGNX · USA
Cognex Zen Horizon Framework Deep Dive: The Eyes of Machine Vision, a Great Business at an Expensive Price 5. Juni 2026 Watch
37 /100
Eher schwach
— 5. Juni 2026
346
LongBio Pharma
1779 · Hongkong
LongBio Pharma-B Vertical and Horizontal Analysis 3. Juni 2026 Watch
37 /100
Eher schwach
— 5. Juni 2026
347
Hormel Foods Corporation
HRL · USA
Hormel Foods Deep Value Investment Research 31. Mai 2026 Watch
37 /100
Eher schwach
— 8. Juni 2026
348
Viper Energy, Inc.
VNOM · USA
Viper Energy Deep-Dive Research 31. Mai 2026 Hold
37 /100
Eher schwach
— 5. Juni 2026
349
Eni S.p.A.
ENI · MI
Eni: One-Third of Pro Forma EBIT Now Sits Outside the Consolidated Perimeter, and EUR 23 Already Pays for Both the Satellite Rerating and USD 104 Brent 7. September 2026 Hold
36 /100
Eher schwach
— 7. September 2026
350
Kinross Gold Corporation
KGC · USA
Kinross Gold: A Gold-Levered Cash Machine in Transition, but at 23.50 USD the Unresolved Cost Gap Leaves No Margin of Safety 30. Juli 2026 Hold
36 /100
Eher schwach
27/100 30. Juli 2026
351
CGN Power Co., Ltd.
003816 · Shenzhen
CGN Power: A Real Nuclear Moat, but No Margin of Safety Yet 23. Juli 2026 Hold
36 /100
Eher schwach
— 24. Juli 2026
352
Sanmina Corporation
SANM · USA
Sanmina Corporation 23. Juli 2026 Hold
36 /100
Eher schwach
54/100 23. Juli 2026
353
Trina Solar Co., Ltd.
688599 · Shanghai
Trina Solar: Surviving the Solar Glut While the Old Profit Engine Is Still Underwater 16. Juli 2026 Hold
36 /100
Eher schwach
— 16. Juli 2026
354
Aeva Technologies, Inc.
AEVA · USA
Aeva Technologies: A Genuine LiDAR Re-Rating, Priced As If 2028 Is Already Won 5. Juli 2026 Watch
36 /100
Eher schwach
— 5. Juli 2026
355
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof 29. Juni 2026 Hold
36 /100
Eher schwach
— 29. Juni 2026
356
Gold Fields Limited
GFI · USA
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk 25. Juni 2026 Cautious Buy
36 /100
Eher schwach
39/100 25. Juni 2026
357
BlackSky Technology, Inc.
BKSY · USA
BlackSky Technology Research from a Long-Term Owner's Perspective 4. Juni 2026 Avoid
36 /100
Eher schwach
— 5. Juni 2026
358
Host Hotels & Resorts, Inc.
HST · USA
Host Hotels & Resorts Deep Value Investment Research 30. Mai 2026 Watch
36 /100
Eher schwach
26/100 10. Juni 2026
359
Stanley Black & Decker, Inc.
SWK · USA
Stanley Black & Decker Deep Value Investment Research 30. Mai 2026 Watch
36 /100
Eher schwach
— 7. Juni 2026
360
Aker BP ASA
AKRBP · OL
Aker BP ASA: The 2028 Cash Inflection Is Sanctioned and Tax-Shielded, but NOK 356 Leaves No Conservative Margin of Safety 4. September 2026 Hold
35 /100
Eher schwach
41/100 4. September 2026
361
Orkla ASA
ORK · OL
Orkla: Zero Organic Growth in the Controlled Portfolio, Jotun Operating Profit Up 21%, and a 21% NAV Discount at NOK 97.10 25. August 2026 Hold
35 /100
Eher schwach
75/100 25. August 2026
362
SCHOTT Pharma AG & Co. KGaA
1SXP · XETRA
SCHOTT Pharma: A GLP-1 Boom Priced by the Dose, Not the Drug, and a Capacity Bill That Has Yet to Prove Its Return 6. August 2026 Hold
35 /100
Eher schwach
67/100 6. August 2026
363
Absci Corporation
ABSI · USA
Absci Corporation: The Platform Is Real, but the Price Already Bets Big on ABS-201 25. Juli 2026 Hold
35 /100
Eher schwach
— 25. Juli 2026
364
Axcelis Technologies
ACLS · USA
Axcelis Technologies ACLS Deep Value Research 4. Juni 2026 Watch
35 /100
Eher schwach
— 5. Juni 2026
365
Eversource Energy
ES · USA
Eversource Energy: A Long-Term Business Owner's Deep Dive 28. Mai 2026 Watch
35 /100
Eher schwach
23/100 10. Juni 2026
366
Halliburton Company
HAL · USA
Halliburton: A Deep Dive on Long-Term Value 28. Mai 2026 Watch
35 /100
Eher schwach
31/100 10. Juni 2026
367
Consolidated Edison, Inc.
ED · USA
Consolidated Edison: A Long-Term Business Owner's View 27. Mai 2026 Watch
35 /100
Eher schwach
— 10. Juni 2026
368
51WORLD
6651 · Hongkong
51WORLD: A Deep Research Report 25. Mai 2026 Watch
35 /100
Eher schwach
— 11. Juni 2026
369
Amcor plc
AMCR · USA
Amcor: Packaging Platform and M&A Integration Study 23. Mai 2026 Watch
35 /100
Eher schwach
— 11. Juni 2026