401
The Trade Desk, Inc.
TTD · USA
The Trade Desk: A Long-Term Owner's Deep-Dive 31. Mai 2026 Watch
45 /100
Eher schwach
76/100 10. Juni 2026
402
Snap-on Incorporated
SNA · USA
Snap-on Deep Value Investment Research 30. Mai 2026 Watch
45 /100
Eher schwach
95/100 10. Juni 2026
403
Trimble Inc.
TRMB · USA
Trimble Deep Value Investment Research 30. Mai 2026 Watch
45 /100
Eher schwach
— 10. Juni 2026
404
F5, Inc.
FFIV · USA
F5 Deep Value Investment Research 29. Mai 2026 Watch
45 /100
Eher schwach
96/100 10. Juni 2026
405
Mettler-Toledo International Inc.
MTD · USA
Mettler-Toledo International Inc.: A Value Investing Deep Dive 29. Mai 2026 Watch
45 /100
Eher schwach
90/100 10. Juni 2026
406
SBA Communications Corporation
SBAC · USA
SBA Communications Value Investing Analysis 29. Mai 2026 Watch
45 /100
Eher schwach
53/100 10. Juni 2026
407
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
408
Fidelity National Information Services, Inc.
FIS · USA
FIS: A Contrarian Study of a Financial-Infrastructure Cash Cow in Transition 28. Mai 2026 Cautious Buy
45 /100
Eher schwach
45/100 10. Juni 2026
409
IQVIA Holdings Inc.
IQV · USA
IQVIA Holdings: A Deep-Dive Value Investing Study 28. Mai 2026 Watch
45 /100
Eher schwach
53/100 10. Juni 2026
410
Martin Marietta Materials, Inc.
MLM · USA
Martin Marietta: A Long-Term Owner's Study of the U.S. Aggregates Leader 28. Mai 2026 Watch
45 /100
Eher schwach
— 10. Juni 2026
411
Xylem Inc.
XYL · USA
Xylem Inc.: A Deep Value Investment Study 28. Mai 2026 Watch
45 /100
Eher schwach
— 10. Juni 2026
412
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
413
Rockwell Automation, Inc.
ROK · USA
Rockwell Automation: An In-Depth Value Investing Analysis 27. Mai 2026 Watch
45 /100
Eher schwach
85/100 11. Juni 2026
414
United Rentals, Inc.
URI · USA
United Rentals: A Deep Value Investment Study 27. Mai 2026 Watch
45 /100
Eher schwach
71/100 11. Juni 2026
415
Carvana Co.
CVNA · USA
Carvana Co.: A Deep-Dive Value Investing Analysis 26. Mai 2026 Watch
45 /100
Eher schwach
— 11. Juni 2026
416
Comfort Systems USA, Inc.
FIX · USA
Comfort Systems USA: A Deep Value Investment Analysis 26. Mai 2026 Watch
45 /100
Eher schwach
87/100 11. Juni 2026
417
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
418
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
419
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
420
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
421
The Goldman Sachs Group, Inc.
GS · USA
Goldman Sachs Group Deep Value Investing Analysis 25. Mai 2026 Watch
45 /100
Eher schwach
55/100 10. Juni 2026
422
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
423
The Progressive Corporation
PGR · USA
Progressive: A Long-Term Owner's Perspective 25. Mai 2026 Watch
45 /100
Eher schwach
— 10. Juni 2026
424
Parker-Hannifin Corporation
PH · USA
Parker-Hannifin: A Long-Term Owner's Perspective 25. Mai 2026 Watch
45 /100
Eher schwach
78/100 11. Juni 2026
425
Akamai Technologies, Inc.
AKAM · USA
Akamai: Edge Infrastructure and Security Platform Research 23. Mai 2026 Watch
45 /100
Eher schwach
— 10. Juni 2026
426
Align Technology, Inc.
ALGN · USA
Align Technology: Digital Orthodontics Platform Study 23. Mai 2026 Watch
45 /100
Eher schwach
85/100 11. Juni 2026
427
AMETEK, Inc.
AME · USA
AMETEK Precision Instruments and Industrial Technology Research 23. Mai 2026 Watch
45 /100
Eher schwach
77/100 11. Juni 2026
428
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
429
Cisco Systems, Inc.
CSCO · USA
Cisco Systems: A Value-Investing Deep Dive 22. Mai 2026 Watch
45 /100
Eher schwach
87/100 11. Juni 2026
430
Fastenal Company
FAST · USA
Fastenal Company: An In-Depth Value Study 22. Mai 2026 Watch
45 /100
Eher schwach
94/100 11. Juni 2026
431
Insmed Incorporated
INSM · USA
Insmed: A Deep-Dive Value Investing Research Report 22. Mai 2026 Watch
45 /100
Eher schwach
— 11. Juni 2026
432
Keurig Dr Pepper Inc.
KDP · USA
Keurig Dr Pepper: A Long-Term Business Owner's Perspective 22. Mai 2026 Watch —
45 /100
Eher schwach
— 11. Juni 2026
433
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
434
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
435
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
436
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
437
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
438
Coherent Corp.
COHR · USA
Coherent: A Deep-Dive Value Investing Study 20. Mai 2026 Watch
45 /100
Eher schwach
— 10. Juni 2026
439
Solaris Energy Infrastructure, Inc.
SEI · USA
Solaris Energy Infrastructure: In-Depth Research Report 20. Mai 2026 Watch
45 /100
Eher schwach
— 10. Juni 2026
440
Tempus AI, Inc.
TEM · USA
Tempus AI: A Long-Term Owner's Perspective 17. Mai 2026 Watch
45 /100
Eher schwach
— 11. Juni 2026
441
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
442
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
443
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
444
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
445
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
446
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
447
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
448
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
449
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
450
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
451
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
452
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
453
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
454
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
455
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
456
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
457
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
458
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
459
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
460
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
461
Telefonaktiebolaget LM Ericsson
ERIC-B · ST
Telefonaktiebolaget LM Ericsson 22. Juli 2026 Hold
44 /100
Eher schwach
39/100 23. Juli 2026
462
MasTec, Inc.
MTZ · USA
MasTec, Inc. 22. Juli 2026 Hold
44 /100
Eher schwach
38/100 22. Juli 2026
463
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
464
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
465
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
466
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
467
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
468
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
469
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
470
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
471
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
472
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
473
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
474
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
475
OMRON Corporation
6645 · TSE
Omron Corporation: Ein Unternehmen im Wandel, fair bewertet 18. Juni 2026 Halten
44 /100
Eher schwach
— 19. Juni 2026
476
SGS SA
SGSN · SW
SGS: Hochwertiger TIC-Compounder zum vollen Wert 17. Juni 2026 Halten
44 /100
Eher schwach
74/100 18. Juni 2026
477
Snap Inc.
SNAP · USA
Snap Inc.: Reparierter Cashflow, unbewiesene Neubewertung im Werbegeschäft 17. Juni 2026 Beobachten
44 /100
Eher schwach
— 18. Juni 2026
478
FANUC CORPORATION
6954 · TSE
FANUC Tiefgehende Analyse 15. Juni 2026 Halten
44 /100
Eher schwach
— 15. Juni 2026
479
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
480
Shenzhen LDROBOT Co., Ltd.
1236 · Hongkong
LDROBOT In-Depth Research 11. Juni 2026 Watch
44 /100
Eher schwach
— 11. Juni 2026
481
MetaX Integrated Circuits (Shanghai) Co., Ltd.
688802 · Shanghai
In-Depth Research on MetaX 11. Juni 2026 Avoid
44 /100
Eher schwach
— 11. Juni 2026
482
Ibiden Co., Ltd.
4062 · TSE
Long-Term Value Research on Ibiden 9. Juni 2026 Watch
44 /100
Eher schwach
— 10. Juni 2026
483
Quanta Computer
2382 · Taiwan
Quanta (2382.TW) Zen Horizon Research Report 8. Juni 2026 Hold
44 /100
Eher schwach
72/100 10. Juni 2026
484
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
485
Illumina
ILMN · USA
Illumina Zen Horizon Framework Deep-Dive Research 7. Juni 2026 Watch
44 /100
Eher schwach
— 10. Juni 2026
486
Kratos Defense
KTOS · USA
Kratos Defense Zen Horizon Framework Deep-Dive Research 7. Juni 2026 Watch
44 /100
Eher schwach
— 10. Juni 2026
487
Sony Group Corporation
6758 · TSE
Sony Group Zen Horizon Framework Deep-Dive Research 5. Juni 2026 Hold
44 /100
Eher schwach
— 10. Juni 2026
488
Hexcel Corporation
HXL · USA
Hexcel Long-Term Owner's View Research 3. Juni 2026 Watch
44 /100
Eher schwach
— 10. Juni 2026
489
Brown-Forman Corporation
BF-B · USA
Brown-Forman Deep Value Analysis 31. Mai 2026 Watch
44 /100
Eher schwach
92/100 10. Juni 2026
490
Pool Corporation
POOL · USA
Pool Corporation Value Investment Deep-Dive Report 31. Mai 2026 Watch
44 /100
Eher schwach
78/100 10. Juni 2026
491
IDEX Corporation
IEX · USA
IDEX Corporation Deep Value Investment Research 30. Mai 2026 Watch
44 /100
Eher schwach
82/100 10. Juni 2026
492
Moderna, Inc.
MRNA · USA
Moderna: A Long-Term Business Owner's Perspective 30. Mai 2026 Watch
44 /100
Eher schwach
— 10. Juni 2026
493
Nordson Corporation
NDSN · USA
Nordson Deep Value Investment Research 30. Mai 2026 Watch
44 /100
Eher schwach
88/100 10. Juni 2026
494
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
495
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
496
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
497
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
498
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
499
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
500
Dover Corporation
DOV · USA
Dover Corporation Deep Value Investment Research 28. Mai 2026 Watch
44 /100
Eher schwach
88/100 10. Juni 2026