401
ICON plc
ICLR · USA
ICON plc In-Depth Research 12. Juni 2026 Hold
37 /100
Eher schwach
— 13. Juni 2026
402
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. 9. Juni 2026 Watch
37 /100
Eher schwach
— 9. Juni 2026
403
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
404
LongBio Pharma
1779 · Hongkong
LongBio Pharma-B Vertical and Horizontal Analysis 3. Juni 2026 Watch
37 /100
Eher schwach
— 5. Juni 2026
405
Hormel Foods Corporation
HRL · USA
Hormel Foods Deep Value Investment Research 31. Mai 2026 Watch
37 /100
Eher schwach
— 8. Juni 2026
406
Viper Energy, Inc.
VNOM · USA
Viper Energy Deep-Dive Research 31. Mai 2026 Hold
37 /100
Eher schwach
— 5. Juni 2026
407
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
408
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
409
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
410
Sanmina Corporation
SANM · USA
Sanmina Corporation 23. Juli 2026 Hold
36 /100
Eher schwach
54/100 23. Juli 2026
411
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
412
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
413
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof 29. Juni 2026 Hold
36 /100
Eher schwach
— 29. Juni 2026
414
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
415
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
416
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
417
Stanley Black & Decker, Inc.
SWK · USA
Stanley Black & Decker Deep Value Investment Research 30. Mai 2026 Watch
36 /100
Eher schwach
— 7. Juni 2026
418
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
419
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
420
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
421
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
422
Axcelis Technologies
ACLS · USA
Axcelis Technologies ACLS Deep Value Research 4. Juni 2026 Watch
35 /100
Eher schwach
— 5. Juni 2026
423
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
424
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
425
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
426
51WORLD
6651 · Hongkong
51WORLD: A Deep Research Report 25. Mai 2026 Watch
35 /100
Eher schwach
— 11. Juni 2026
427
Amcor plc
AMCR · USA
Amcor: Packaging Platform and M&A Integration Study 23. Mai 2026 Watch
35 /100
Eher schwach
— 11. Juni 2026
428
Endeavour Mining plc
EDV · LSE
Endeavour Mining plc: Gold Did the Work While Ounces Fell 13%, and £47.23 Already Prices In a Risked Assafou 5. September 2026 Hold
34 /100
Schwach
20/100 5. September 2026
429
Henan Pinggao Electric Co., Ltd.
600312 · Shanghai
Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet Revenue 4. Juli 2026 Hold
34 /100
Schwach
58/100 4. Juli 2026
430
Devon Energy Corporation
DVN · USA
Devon Energy Deep Value Investment Analysis 27. Mai 2026 Watch
34 /100
Schwach
20/100 11. Juni 2026
431
Occidental Petroleum Corporation
OXY · USA
Occidental Petroleum: A Deep Value Study 27. Mai 2026 Watch
34 /100
Schwach
— 11. Juni 2026
432
Kilroy Realty Corporation
KRC · USA
Kilroy Realty Corporation: A Value Investing Deep Dive 20. Mai 2026 Watch
34 /100
Schwach
— 10. Juni 2026
433
WhiteFiber, Inc.
WYFI · USA
WhiteFiber: A Deep Value Investing Study 20. Mai 2026 Watch
34 /100
Schwach
— 10. Juni 2026
434
Endeavour Silver Corp.
EXK · USA
Endeavour Silver: The Three-Mine Platform Is Real, But Silver's Rally Is Doing Much of the Work 5. Juli 2026 Hold
33 /100
Schwach
— 6. Juli 2026
435
Redwire Corporation
RDW · USA
Redwire: A Long-Term Owner's View — Good Runway, an Unproven Good Company 4. Juni 2026 Watch
33 /100
Schwach
— 5. Juni 2026
436
Toray Industries, Inc.
3402 · TSE
Toray Industries: A Long-Term Owner's Study 3. Juni 2026 Watch
33 /100
Schwach
— 5. Juni 2026
437
The Campbell's Company
CPB · USA
The Campbell's Company: A Value-Investing Deep Dive 31. Mai 2026 Watch
33 /100
Schwach
74/100 10. Juni 2026
438
Dow Inc.
DOW · USA
Dow Inc. — A Long-Term Business Owner's Research Report 29. Mai 2026 Watch
33 /100
Schwach
— 10. Juni 2026
439
HP Inc.
HPQ · USA
HP Inc.: A Value-Investing Deep Dive 29. Mai 2026 Watch
33 /100
Schwach
81/100 10. Juni 2026
440
Southwest Airlines Co.
LUV · USA
Southwest Airlines Co.: A Value-Investing Deep Dive 29. Mai 2026 Watch
33 /100
Schwach
21/100 8. Juni 2026
441
Bitdeer Technologies Group
BTDR · USA
Bitdeer Technologies: A Deep-Value Investment Study 20. Mai 2026 Watch
33 /100
Schwach
— 10. Juni 2026
442
Viatris Inc.
VTRS · USA
Viatris In-Depth Investment Research Report 30. Mai 2026 Watch
32 /100
Schwach
— 8. Juni 2026
443
Shanghai Electric Group Co., Ltd.
601727 · Shanghai
Shanghai Electric: A Long-Term Business Owner's Investment Analysis 20. Mai 2026 Watch
32 /100
Schwach
— 10. Juni 2026
444
Relay Therapeutics, Inc.
RLAY · USA
Relay Therapeutics: USD 3.22bn of Pipeline Value Above Cash Rests on a Phase 3 Run Against Approved Capivasertib Rather Than Placebo 12. September 2026 Watch
31 /100
Schwach
— 12. September 2026
445
Nikon Corporation
7731 · TSE
Nikon Corporation: Impairment Was 88.2% of the JPY 112.448 Billion Fiscal 2026 Operating Loss, the Impairment-Excluded Loss Was Still JPY 13.307 Billion, and JPY 1,740 Sits Above the JPY 1,375-1,500 Conservative Value 10. September 2026 Hold
31 /100
Schwach
— 10. September 2026
446
Zangge Mining Company Limited
000408 · Shenzhen
Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for It 4. September 2026 Hold
31 /100
Schwach
66/100 5. September 2026
447
Science Applications International Corporation
SAIC · USA
SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative Value 26. August 2026 Hold
31 /100
Schwach
70/100 26. August 2026
448
Shell plc
SHEL · LSE
Shell plc: $22.4 Billion Returned on 52% of Cash Flow, an Eight-Year Reserve Life, and No Margin of Safety at £34.10 24. August 2026 Hold
31 /100
Schwach
27/100 24. August 2026
449
Shaanxi Coal Industry Company Limited
601225 · Shanghai
Shaanxi Coal Industry: A Low-Cost Mine Base, 9.32 GW of Unfinished Power, and a 2026 Recovery Already in the Price 20. August 2026 Hold
31 /100
Schwach
70/100 20. August 2026
450
Diageo plc
DGE · LSE
Diageo: Cyclical Trough and Structural Erosion Are Both Real, and at 16.435 Pounds the Discount Is Not Yet Wide Enough 31. Juli 2026 Hold
31 /100
Schwach
84/100 31. Juli 2026
451
XJ Electric Co., Ltd.
000400 · Shenzhen
XJ Electric: A High-Margin HVDC Niche, But No Margin of Safety at Today's Price 11. Juli 2026 Hold
31 /100
Schwach
— 11. Juli 2026
452
X-Energy, Inc.
XE · USA
X-Energy: Real Nuclear-Licensing Progress, Priced Like a Decade of Milestones Is Already Won 7. Juli 2026 Watch
31 /100
Schwach
— 7. Juli 2026
453
Fresnillo plc
FRES · LSE
Fresnillo: A Genuine Re-Rating, But the Price Already Assumes the Hard Part Is Done 4. Juli 2026 Hold
31 /100
Schwach
50/100 4. Juli 2026
454
SSR Mining Inc.
SSRM · USA
SSR Mining: Cash-Rich After the Çöpler Exit, With the Real Test Still Ahead 3. Juli 2026 Hold
31 /100
Schwach
— 3. Juli 2026
455
Babcock & Wilcox Enterprises, Inc.
BW · USA
Babcock & Wilcox Enterprises: A Value Investing Deep Dive 20. Mai 2026 Avoid
31 /100
Schwach
— 10. Juni 2026
456
HIVE Digital Technologies Ltd.
HIVE · USA
HIVE Digital Technologies: In-Depth Research 20. Mai 2026 Watch
31 /100
Schwach
— 10. Juni 2026
457
Bitmine Immersion Technologies, Inc.
BMNR · USA
Bitmine Immersion Technologies: A Deep Value Study 22. Mai 2026 Watch
30 /100
Schwach
— 11. Juni 2026
458
Qorvo, Inc.
QRVO · USA
Qorvo: A Long-Term Owner's Perspective 3. Juni 2026 Watch
28 /100
Schwach
40/100 5. Juni 2026
459
CleanSpark, Inc.
CLSK · USA
CleanSpark Deep-Dive Value Research 20. Mai 2026 Watch
28 /100
Schwach
— 10. Juni 2026
460
J Sainsbury plc
SBRY · LSE
J Sainsbury plc: The Value of the Post-Argos Food Retailer 8. September 2026 Hold
27 /100
Schwach
— 8. September 2026
461
Tsingtao Brewery Company Limited
600600 · Shanghai
Tsingtao Brewery: H1 Volume Fell 4.9% While Profit Held Flat on Cost Savings, and CNY51.49 Is 12% Above Conservative Value 5. September 2026 Hold
27 /100
Schwach
70/100 5. September 2026
462
BP p.l.c.
BP · LSE
BP p.l.c.: $22.3bn of Headline Net Debt Sits Inside a $55bn Obligation Stack, and £5.397 Leaves No Conservative Margin of Safety 4. September 2026 Hold
27 /100
Schwach
— 5. September 2026
463
Canaan Inc.
CAN · USA
Canaan Inc. — Zen Horizon Framework Deep Dive 8. Juni 2026 Avoid
26 /100
Schwach
— 7. Juni 2026
464
Virgin Galactic
SPCE · USA
Virgin Galactic: A Deep Value Investment Analysis 4. Juni 2026 Avoid
26 /100
Schwach
— 4. Juni 2026
465
Syensqo SA/NV
SYENS · BR
Syensqo: A Long-Term Owner's View 3. Juni 2026 Watch
26 /100
Schwach
— 6. Juni 2026
466
Velo3D, Inc.
VELO · USA
Velo3D: A Long-Term Owner's Perspective 3. Juni 2026 Avoid
23 /100
Schwach
— 5. Juni 2026