401
Onto Innovation Inc.
ONTO · USA
Onto Innovation: A Deep-Dive Value Investing Study 20. Mai 2026
Watch
44 /100
Eher schwach
—
10. Juni 2026
402
Zhipu (Zhipu AI)
2513 · Hongkong
Zhipu: A Long-Term Owner's Perspective 17. Mai 2026
Avoid
44 /100
Eher schwach
—
11. Juni 2026
403
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
404
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
405
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
406
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
407
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
408
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
409
WD-40 Company
WDFC · USA
WD-40 Company: A Seven-Decade Brand, a Borrowed Quarter, and No Margin of Safety 17. August 2026
Hold
43 /100
Eher schwach
95/100
17. August 2026
410
Ferguson Enterprises Inc.
FERG · USA
Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than Treasuries 16. August 2026
Hold
43 /100
Eher schwach
82/100
16. August 2026
411
Techtronic Industries Company Limited
0669 · Hongkong
Techtronic Industries: MILWAUKEE Compounds Near 10% While RYOBI Barely Grows, and HK$142.40 Offers No Conservative Margin of Safety 15. August 2026
Hold
43 /100
Eher schwach
85/100
15. August 2026
412
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
413
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
414
Li Ning Company Limited
2331 · Hongkong
Li Ning Company: 11 Times Trailing Earnings and Almost RMB20 Billion of Net Cash, Against a Q2 2026 Sell-Through Reversal 8. August 2026
Hold
43 /100
Eher schwach
75/100
8. August 2026
415
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
416
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
417
Envista Holdings Corporation
NVST · USA
Envista Holdings Corporation 26. Juli 2026
Hold
43 /100
Eher schwach
—
26. Juli 2026
418
RPM International Inc.
RPM · USA
RPM International Inc. 26. Juli 2026
Hold
43 /100
Eher schwach
82/100
26. Juli 2026
419
XPeng Inc.
XPEV · USA
XPeng: A Genuine Margin Recovery, But the Stock No Longer Prices Like a Distressed Turnaround 26. Juli 2026
Hold
43 /100
Eher schwach
—
26. Juli 2026
420
Shenzhen Dobot Corp Ltd
2432 · Hongkong
Shenzhen Dobot: Real Cobot Business, Unproven Humanoid Bet 24. Juli 2026
Hold
43 /100
Eher schwach
—
24. Juli 2026
421
Beijing Geekplus Technology Co., Ltd.
2590 · Hongkong
Beijing Geekplus Technology: The AMR Core Is Real, the Humanoid Story Is Still Optionality 24. Juli 2026
Hold
43 /100
Eher schwach
—
24. Juli 2026
422
Hanwei Technology Group Co., Ltd.
300007 · Shenzhen
Hanwei Technology: Good Technology, Bad Price 13. Juli 2026
Avoid
43 /100
Eher schwach
—
13. Juli 2026
423
Fervo Energy Company
FRVO · USA
Fervo Energy: The Geothermal Buildout Is Real, the Margin of Safety Is Not 12. Juli 2026
Hold
43 /100
Eher schwach
—
12. Juli 2026
424
Hwatsing Technology Co., Ltd.
688120 · Shanghai
Hwatsing Technology: A Real CMP Champion, Priced as if the Platform Story Is Already Won 5. Juli 2026
Avoid
43 /100
Eher schwach
56/100
5. Juli 2026
425
Legend Biotech Corporation
LEGN · USA
Legend Biotech: CARVYKTI Is a Real Franchise, Self-Funding Is Still Unproven 3. Juli 2026
Hold
43 /100
Eher schwach
—
3. Juli 2026
426
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
427
Nabtesco Corporation
6268 · TSE
Nabtesco: A Scarce Robot-Reducer Franchise Carrying a Growth Premium on a Still-Cyclical Base 24. Juni 2026
Watch
43 /100
Eher schwach
—
24. Juni 2026
428
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
429
United Microelectronics Corporation
2303 · Taiwan
United Microelectronics Corporation UMC Deep-Dive Research 14. Juni 2026
Watch
43 /100
Eher schwach
44/100
14. Juni 2026
430
Lenovo Group Limited
0992 · Hongkong
Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive Research 9. Juni 2026
Watch
43 /100
Eher schwach
67/100
10. Juni 2026
431
Shengyi Technology
600183 · Shanghai
Shengyi Technology Long-Term Owner's Perspective Research 9. Juni 2026
Avoid
43 /100
Eher schwach
61/100
10. Juni 2026
432
Murata Manufacturing
6981 · TSE
Long-Term Value Research on Murata Manufacturing 9. Juni 2026
Watch
43 /100
Eher schwach
—
9. Juni 2026
433
Hangzhou DeepSeek Artificial Intelligence Basic Technology Research Co., Ltd.
DEEPSEEK · Nicht börsennotiert
DeepSeek: a technically strong AI model company, with valuation already pricing in too much 9. Juni 2026
Avoid
—
43 /100
Eher schwach
—
10. Juni 2026
434
Harmonic Drive Systems
6324 · TSE
Harmonic Drive Systems: A Zen Horizon Framework Deep Dive 8. Juni 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
435
Agnico Eagle Mines Limited
AEM · USA
Agnico Eagle Mines (AEM) Zen Horizon Report 8. Juni 2026
Watch
43 /100
Eher schwach
39/100
10. Juni 2026
436
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
437
Domino's Pizza Group, Inc.
DPZ · USA
Domino's Pizza Deep Value Investment Research 31. Mai 2026
Watch
43 /100
Eher schwach
78/100
10. Juni 2026
438
Invesco Ltd.
IVZ · USA
Invesco Ltd. Long-Term Business Owner Research 31. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
439
Revvity, Inc.
RVTY · USA
Revvity In-Depth Value Investment Research 31. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
440
Generac Holdings Inc.
GNRC · USA
Generac: A Deep Value Investing Study 30. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
441
Leidos Holdings, Inc.
LDOS · USA
Leidos Holdings Deep Value Investment Research 30. Mai 2026
Watch
43 /100
Eher schwach
64/100
10. Juni 2026
442
Lennox International Inc.
LII · USA
Lennox International Deep Value Investment Research 30. Mai 2026
Watch
43 /100
Eher schwach
80/100
10. Juni 2026
443
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
444
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
445
Allison Transmission Holdings, Inc.
ALSN · USA
Allison Transmission: A Reassessment During the Integration Phase 28. Mai 2026
Hold
43 /100
Eher schwach
84/100
10. Juni 2026
446
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
447
Ingersoll Rand Inc.
IR · USA
Ingersoll Rand Inc. Value Investing Deep-Dive 28. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
448
Las Vegas Sands Corp.
LVS · USA
Las Vegas Sands: A Long-Term Business Owner's Perspective 28. Mai 2026
Watch
43 /100
Eher schwach
37/100
10. Juni 2026
449
Northern Trust Corporation
NTRS · USA
Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure 28. Mai 2026
Watch
43 /100
Eher schwach
59/100
10. Juni 2026
450
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
451
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
452
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
453
Vulcan Materials Company
VMC · USA
Vulcan Materials Company: In-Depth Value Investing Analysis 28. Mai 2026
Watch
43 /100
Eher schwach
56/100
10. Juni 2026
454
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
455
EMCOR Group, Inc.
EME · USA
EMCOR Group: A Value-Investing Deep Dive 27. Mai 2026
Watch
43 /100
Eher schwach
81/100
10. Juni 2026
456
Hewlett Packard Enterprise Company
HPE · USA
HPE: An Investment Analysis Through a Long-Term Business Owner's Lens 27. Mai 2026
Watch
43 /100
Eher schwach
—
11. Juni 2026
457
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
458
Nokia Corporation
NOK · USA
Nokia (US-Listed) Deep-Dive Research · Zen Horizon Analysis 27. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
459
CRH plc
CRH · USA
CRH plc: An Investment Study Through the Lens of a Long-Term Business Owner 26. Mai 2026
Cautious Buy
43 /100
Eher schwach
58/100
11. Juni 2026
460
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
461
NIKE, Inc.
NKE · USA
NIKE In-Depth Value Investing Analysis 26. Mai 2026
Watch
43 /100
Eher schwach
92/100
11. Juni 2026
462
Sempra
SRE · USA
Sempra: A Long-Term Owner's Research Report 26. Mai 2026
Watch
43 /100
Eher schwach
—
11. Juni 2026
463
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
464
Deere & Company
DE · USA
Deere & Company: A Long-Term Owner's Perspective 25. Mai 2026
Watch
43 /100
Eher schwach
64/100
10. Juni 2026
465
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
466
Prologis, Inc.
PLD · USA
Prologis: A Long-Term Owner's Perspective 25. Mai 2026
Watch
43 /100
Eher schwach
—
11. Juni 2026
467
Quanta Services, Inc.
PWR · USA
Quanta Services: A Long-Term Owner's Perspective 25. Mai 2026
Watch
43 /100
Eher schwach
53/100
11. Juni 2026
468
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
469
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
470
Union Pacific Corporation
UNP · USA
Union Pacific: A Long-Term Owner's Perspective 25. Mai 2026
Watch
43 /100
Eher schwach
77/100
11. Juni 2026
471
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
472
Broadridge Financial Solutions, Inc.
BR · USA
Broadridge Financial Solutions Deep-Dive Value Investing Analysis 24. Mai 2026
Watch
43 /100
Eher schwach
78/100
10. Juni 2026
473
Ciena Corporation
CIEN · USA
Ciena: A Long-Term Value Investing Analysis 24. Mai 2026
Watch
43 /100
Eher schwach
62/100
11. Juni 2026
474
Chipotle Mexican Grill, Inc.
CMG · USA
Chipotle Mexican Grill: A Long-Term Value Investment Analysis 24. Mai 2026
Watch
43 /100
Eher schwach
58/100
11. Juni 2026
475
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
476
Ross Stores, Inc.
ROST · USA
Ross Stores: A Long-Term Owner's Perspective 23. Mai 2026
Watch
43 /100
Eher schwach
72/100
11. Juni 2026
477
GE HealthCare Technologies Inc.
GEHC · USA
GE HealthCare Technologies: A Deep Value Investment Analysis 22. Mai 2026
Watch
43 /100
Eher schwach
82/100
11. Juni 2026
478
Microchip Technology Incorporated
MCHP · USA
Microchip Technology: A Deep Dive from a Long-Term Business Owner's Perspective 22. Mai 2026
Watch
43 /100
Eher schwach
—
11. Juni 2026
479
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
480
PayPal Holdings, Inc.
PYPL · USA
PayPal Holdings: A Deep-Dive Investment Study 22. Mai 2026
Cautious Buy
43 /100
Eher schwach
84/100
10. Juni 2026
481
Western Superconducting Technologies Co., Ltd.
688122 · Shanghai
Western Superconducting: A Long-Term Enterprise Value Analysis 21. Mai 2026
Watch
43 /100
Eher schwach
50/100
10. Juni 2026
482
Amgen Inc.
AMGN · USA
Amgen Inc. Deep-Dive Value Investing Analysis 21. Mai 2026
Watch
43 /100
Eher schwach
67/100
10. Juni 2026
483
Coca-Cola Europacific Partners PLC
CCEP · USA
Coca-Cola Europacific Partners: A Deep Value Investing Analysis 21. Mai 2026
Watch
43 /100
Eher schwach
65/100
10. Juni 2026
484
Jiangsu Nata Opto-electronic Material Co., Ltd.
300346 · Shenzhen
Nata Opto-electronic: A Value-Investing Deep Dive 20. Mai 2026
Watch
43 /100
Eher schwach
44/100
10. Juni 2026
485
CoreWeave, Inc.
CRWV · USA
CoreWeave In-Depth Value Research Report 20. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
486
IREN Limited
IREN · USA
IREN Limited: A Deep-Dive Long-Term Value Investment Study 20. Mai 2026
Watch
43 /100
Eher schwach
—
10. Juni 2026
487
Lumentum Holdings Inc.
LITE · USA
Lumentum Holdings: A Deep Value-Investing Study 20. Mai 2026
Avoid
43 /100
Eher schwach
—
10. Juni 2026
488
Seagate Technology Holdings plc
STX · USA
Seagate Technology: A Deep Value-Investing Study 20. Mai 2026
Watch
43 /100
Eher schwach
52/100
10. Juni 2026
489
Vistra Corp.
VST · USA
Vistra Corp.: A Deep Study from the Long-Term Owner's Perspective 20. Mai 2026
Watch
43 /100
Eher schwach
16/100
10. Juni 2026
490
Constellation Energy Corporation
CEG · USA
Constellation Energy: A Long-Term Value Investing Deep Dive 19. Mai 2026
Watch
43 /100
Eher schwach
28/100
11. Juni 2026
491
Modine Manufacturing Company
MOD · USA
Modine Manufacturing: A Deep Long-Term Value Investing Study 19. Mai 2026
Watch
43 /100
Eher schwach
37/100
11. Juni 2026
492
Nebius Group N.V.
NBIS · USA
Nebius Group: A Long-Term Owner's Perspective 18. Mai 2026
Watch
43 /100
Eher schwach
—
11. Juni 2026
493
Komatsu Ltd.
6301 · TSE
Komatsu Ltd.: A 51.8% Aftermarket Mix Meets ¥88.3bn of Tariffs, and ¥7,114 Already Prices the Mining Upcycle 13. September 2026
Hold
42 /100
Eher schwach
—
13. September 2026
494
Revolve Group, Inc.
RVLV · USA
Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net Income 13. September 2026
Watch
42 /100
Eher schwach
81/100
13. September 2026
495
BioNTech SE
BNTX · USA
BioNTech SE: Cash Is the Floor, Pumitamig Is the Option 12. September 2026
Hold
42 /100
Eher schwach
—
12. September 2026
496
Industria de Diseño Textil, S.A.
ITX · MC
Inditex: A Productivity Compounder Meets Its Valuation Test 8. September 2026
Hold
42 /100
Eher schwach
85/100
8. September 2026
497
Jerónimo Martins, SGPS, S.A.
JMT · LS
Jerónimo Martins: EBITDA Up 7.6%, Net Profit Down 3.5%, and No Conservative Margin of Safety 31. August 2026
Hold
42 /100
Eher schwach
78/100
31. August 2026
498
Yutong Bus Co., Ltd.
600066 · Shanghai
Yutong Bus: A 29.62% Overseas Gross Margin Against 19.09% at Home Carried H1 Core Profit Up 15.83%, but 7m+ Share Fell to 28.69% and CNY 30.40 Sits Above the CNY 27 Conservative Value 27. August 2026
Hold
42 /100
Eher schwach
67/100
27. August 2026
499
Restaurant Brands International Inc.
QSR · USA
Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.57 25. August 2026
Hold
42 /100
Eher schwach
71/100
25. August 2026
500
Check Point Software Technologies Ltd.
CHKP · USA
Check Point: A High-Margin Cash Engine Whose Growth Gap Is Not Yet in the Price 16. August 2026
Watch
42 /100
Eher schwach
97/100
16. August 2026