601
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
602
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
603
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
604
Ciena Corporation
CIEN · USA
Ciena: A Long-Term Value Investing Analysis 24. Mai 2026 Watch
43 /100
Eher schwach
62/100 11. Juni 2026
605
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
606
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
607
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
608
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
609
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
610
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
611
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
612
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
613
Amgen Inc.
AMGN · USA
Amgen Inc. Deep-Dive Value Investing Analysis 21. Mai 2026 Watch
43 /100
Eher schwach
67/100 10. Juni 2026
614
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
615
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
616
CoreWeave, Inc.
CRWV · USA
CoreWeave In-Depth Value Research Report 20. Mai 2026 Watch
43 /100
Eher schwach
— 10. Juni 2026
617
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
618
Lumentum Holdings Inc.
LITE · USA
Lumentum Holdings: A Deep Value-Investing Study 20. Mai 2026 Avoid
43 /100
Eher schwach
— 10. Juni 2026
619
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
620
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
621
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
622
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
623
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
624
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
625
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
626
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
627
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
628
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
629
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
630
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
631
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
632
Semiconductor Manufacturing International Corporation
0981 · Hongkong
SMIC: Strategic Scarcity Is Proven, but Has the Capital Cycle Started Paying Its Way? 8. August 2026 Hold
42 /100
Eher schwach
— 8. August 2026
633
Shanghai Sinyang Semiconductor Materials Co., Ltd.
300236 · Shenzhen
Shanghai Sinyang Semiconductor Materials: A Real Domestic-Substitution Winner, but Today's Price Already Discounts Years of Fab Penetration 26. Juli 2026 Hold
42 /100
Eher schwach
— 26. Juli 2026
634
Jiangsu Changjiang Electronics Technology Co., Ltd.
600584 · Shanghai
JCET: Advanced-Packaging Ambitions Are Real, But Owner Earnings Haven't Caught Up to the Price 22. Juli 2026 Watch
42 /100
Eher schwach
— 22. Juli 2026
635
TDK Corporation
6762 · TSE
TDK Corporation: A Real Transition, Priced With Little Room to Wobble 18. Juli 2026 Hold
42 /100
Eher schwach
— 18. Juli 2026
636
QIAGEN N.V.
QGEN · USA
QIAGEN: Sticky Workflow Economics With Takeover Optionality Already in the Price 17. Juli 2026 Hold
42 /100
Eher schwach
49/100 17. Juli 2026
637
Silex Systems Limited
SLX · AU
Silex Systems: A Scarce Enrichment Option Priced for Commercial Success It Has Yet to Earn 17. Juli 2026 Hold
42 /100
Eher schwach
— 17. Juli 2026
638
ACM Research Shanghai, Inc.
688082 · Shanghai
ACM Research Shanghai: A Genuine Platform Story, Priced for Zero Margin of Safety 4. Juli 2026 Watch
42 /100
Eher schwach
64/100 4. Juli 2026
639
First Majestic Silver Corp.
AG · USA
First Majestic Silver: A Better Miner After Los Gatos, No Longer a Cheap One 3. Juli 2026 Hold
42 /100
Eher schwach
17/100 3. Juli 2026
640
Mowi ASA
MOWI · OL
Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, Price 2. Juli 2026 Hold
42 /100
Eher schwach
63/100 2. Juli 2026
641
Beijing Jingyi Automation Equipment Co., Ltd.
688652 · Shanghai
Beijing Jingyi: A Genuine Semiconductor Subsystem Business at an Increasingly Demanding Price 29. Juni 2026 Watch
42 /100
Eher schwach
— 29. Juni 2026
642
Sanofi SA
SAN · Paris
Sanofi SA: A Pure-Play in Transition, Still Proving Life After Dupixent 29. Juni 2026 Hold
42 /100
Eher schwach
— 29. Juni 2026
643
Schaeffler AG
SHA · XETRA
Schaeffler: More Interesting Than Its Multiple, but Not Yet Safer Than It Implies 29. Juni 2026 Watch
42 /100
Eher schwach
— 29. Juni 2026
644
Shimano Inc.
7309 · TSE
Shimano: A Fortress Cycling Franchise in a Real Trough, But the Price Already Pays for the Repair 26. Juni 2026 Hold
42 /100
Eher schwach
— 26. Juni 2026
645
Games Workshop Group PLC
GAW · LSE
Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued Excellence 26. Juni 2026 Hold
42 /100
Eher schwach
94/100 26. Juni 2026
646
Graco Inc.
GGG · USA
Graco Inc.: A Premium Fluid-Handling Compounder Priced for a Recovery Not Yet Visible 21. Juni 2026 Hold
42 /100
Eher schwach
89/100 21. Juni 2026
647
MKS Inc.
MKSI · USA
MKS Inc.: A Hybrid Process-Control Platform Priced for a Near-Best-Case AI Cycle 21. Juni 2026 Avoid
42 /100
Eher schwach
— 21. Juni 2026
648
LG Energy Solution, Ltd.
373220 · Korea
LG Energy Solution: Strategic Assets, Unproven Returns 20. Juni 2026 Hold
42 /100
Eher schwach
— 20. Juni 2026
649
YASKAWA Electric Corporation
6506 · TSE
Yaskawa Electric: Servo-Erholung zum vollen Preis 17. Juni 2026 Halten
42 /100
Eher schwach
— 18. Juni 2026
650
10x Genomics, Inc.
TXG · USA
10x Genomics Tiefenanalyse 15. Juni 2026 Halten
42 /100
Eher schwach
— 15. Juni 2026
651
Guangzhou Huate Gas Co., Ltd.
688268 · Shanghai
A Long-Term Owner's View of Huate Gas 9. Juni 2026 Watch
42 /100
Eher schwach
— 10. Juni 2026
652
SÜSS MicroTec SE
SMHN · XETRA
SÜSS MicroTec (SMHN): A Niche Winner in Advanced Packaging Equipment, Good Company at a Bad Price 9. Juni 2026 Watch
42 /100
Eher schwach
49/100 10. Juni 2026
653
Centrus Energy Corp.
LEU · USA
Centrus Energy Zen Horizon Framework Deep-Dive Research 6. Juni 2026 Watch
42 /100
Eher schwach
65/100 10. Juni 2026
654
Entegris, Inc.
ENTG · USA
Entegris (ENTG) Zen Horizon Research Report 5. Juni 2026 Watch
42 /100
Eher schwach
— 10. Juni 2026
655
Curtiss-Wright Corporation
CW · USA
Curtiss-Wright Research from a Long-Term Owner's Perspective 3. Juni 2026 Watch
42 /100
Eher schwach
78/100 10. Juni 2026
656
MACOM Technology Solutions Holdings, Inc.
MTSI · USA
MACOM Technology Research from a Long-Term Owner's Perspective 3. Juni 2026 Watch
42 /100
Eher schwach
33/100 10. Juni 2026
657
Federal Realty Investment Trust
FRT · USA
Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's Perspective 31. Mai 2026 Watch
42 /100
Eher schwach
40/100 10. Juni 2026
658
Universal Health Services, Inc.
UHS · USA
Universal Health Services Value-Investing Deep-Dive 31. Mai 2026 Cautious Buy
42 /100
Eher schwach
74/100 10. Juni 2026
659
McCormick & Company, Incorporated
MKC · USA
McCormick Deep Value Investment Research 30. Mai 2026 Watch
42 /100
Eher schwach
81/100 10. Juni 2026
660
Tractor Supply Company
TSCO · USA
Tractor Supply Deep Value Investment Research 30. Mai 2026 Watch
42 /100
Eher schwach
74/100 10. Juni 2026
661
Fox Corporation
FOX · USA
Fox Corporation: A Deep Value Investing Analysis 29. Mai 2026 Watch
42 /100
Eher schwach
74/100 10. Juni 2026
662
Loews Corporation
L · USA
Loews Corporation: A Value Investing Deep Dive 29. Mai 2026 Watch
42 /100
Eher schwach
— 10. Juni 2026
663
Omnicom Group Inc.
OMC · USA
Omnicom Group Inc: A Long-Term Owner's Research Report 29. Mai 2026 Watch
42 /100
Eher schwach
— 10. Juni 2026
664
Constellation Brands, Inc.
STZ · USA
Constellation Brands Long-Term Value Research Report 29. Mai 2026 Watch
42 /100
Eher schwach
37/100 10. Juni 2026
665
NetApp, Inc.
NTAP · USA
NetApp: A Deep-Value Study 28. Mai 2026 Watch
42 /100
Eher schwach
88/100 10. Juni 2026
666
Super Micro Computer, Inc.
SMCI · USA
Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance Discount 28. Mai 2026 Watch
42 /100
Eher schwach
67/100 10. Juni 2026
667
Cencora, Inc.
COR · USA
Cencora Deep-Dive Value Investment Analysis 27. Mai 2026 Watch
42 /100
Eher schwach
66/100 11. Juni 2026
668
eBay Inc.
EBAY · USA
eBay as a Long-Term Business Asset: A Value Analysis 27. Mai 2026 Watch
42 /100
Eher schwach
56/100 11. Juni 2026
669
Realty Income Corporation
O · USA
Realty Income: A Deep Value-Investing Study 27. Mai 2026 Watch
42 /100
Eher schwach
— 11. Juni 2026
670
ONEOK, Inc.
OKE · USA
ONEOK In-Depth Value Investing Analysis 27. Mai 2026 Cautious Buy
42 /100
Eher schwach
51/100 11. Juni 2026
671
ON Semiconductor Corporation
ON · USA
onsemi: A Research Report Through the Lens of a Long-Term Business Owner 27. Mai 2026 Watch
42 /100
Eher schwach
— 11. Juni 2026
672
Steel Dynamics, Inc.
STLD · USA
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder 27. Mai 2026 Watch
42 /100
Eher schwach
64/100 10. Juni 2026
673
State Street Corporation
STT · USA
State Street Corporation: In-Depth Value Investing Research 27. Mai 2026 Watch
42 /100
Eher schwach
67/100 10. Juni 2026
674
WEC Energy Group, Inc.
WEC · USA
WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced In 27. Mai 2026 Watch
42 /100
Eher schwach
51/100 10. Juni 2026
675
EOG Resources, Inc.
EOG · USA
EOG Resources: A Long-Term Owner's Perspective 26. Mai 2026 Watch
42 /100
Eher schwach
42/100 11. Juni 2026
676
SLB (Schlumberger Limited)
SLB · USA
SLB: A Long-Term Owner's Perspective 26. Mai 2026 Watch
42 /100
Eher schwach
35/100 11. Juni 2026
677
Chevron Corporation
CVX · USA
Chevron Corporation: A Value-Investing Deep Dive 25. Mai 2026 Watch
42 /100
Eher schwach
— 10. Juni 2026
678
Franklin Resources, Inc.
BEN · USA
Franklin Resources (BEN): A Deep Value Investing Study 24. Mai 2026 Watch
42 /100
Eher schwach
— 10. Juni 2026
679
Casey's General Stores, Inc.
CASY · USA
Casey's General Stores In-Depth Value Investing Analysis 24. Mai 2026 Watch
42 /100
Eher schwach
66/100 10. Juni 2026
680
Church & Dwight Co., Inc.
CHD · USA
Church & Dwight Long-Term Value Investment Analysis 24. Mai 2026 Watch
42 /100
Eher schwach
87/100 11. Juni 2026
681
The Cigna Group
CI · USA
The Cigna Group Long-Term Value Investment Analysis 24. Mai 2026 Watch
42 /100
Eher schwach
51/100 11. Juni 2026
682
Cummins Inc.
CMI · USA
Cummins Long-Term Value Investment Analysis 24. Mai 2026 Watch
42 /100
Eher schwach
74/100 11. Juni 2026
683
American International Group, Inc.
AIG · USA
AIG: Property-Casualty Insurance and Capital Return Study 23. Mai 2026 Watch
42 /100
Eher schwach
— 11. Juni 2026
684
The Allstate Corporation
ALL · USA
Allstate: Personal P&C Insurance and Protection Services Study 23. Mai 2026 Watch
42 /100
Eher schwach
— 11. Juni 2026
685
Air Products and Chemicals, Inc.
APD · USA
Air Products: A Long-Term Value Study of Industrial Gases 23. Mai 2026 Watch
42 /100
Eher schwach
— 11. Juni 2026
686
Aptiv PLC
APTV · USA
Aptiv: The New Aptiv and Its Automotive Connection Systems 23. Mai 2026 Watch
42 /100
Eher schwach
— 11. Juni 2026
687
Take-Two Interactive Software, Inc.
TTWO · USA
Take-Two Interactive: A Long-Term Owner's Perspective 23. Mai 2026 Watch
42 /100
Eher schwach
— 11. Juni 2026
688
ASE Technology Holding Co., Ltd.
3711 · Taiwan
ASE Technology Holding: An In-Depth Value Investing Study 22. Mai 2026 Watch —
42 /100
Eher schwach
57/100 11. Juni 2026
689
CSX Corporation
CSX · USA
CSX Corporation: A Deep-Dive Value Investing Study 22. Mai 2026 Watch
42 /100
Eher schwach
72/100 11. Juni 2026
690
Electronic Arts Inc.
EA · USA
Electronic Arts: A Value-Investing Deep Dive 22. Mai 2026 Watch
42 /100
Eher schwach
90/100 11. Juni 2026
691
Mondelez International, Inc.
MDLZ · USA
MDLZ: Investment Research Through a Long-Term Business Owner's Lens 22. Mai 2026 Watch
42 /100
Eher schwach
63/100 11. Juni 2026
692
Baker Hughes Company
BKR · USA
Baker Hughes In-Depth Value Investing Analysis 21. Mai 2026 Watch
42 /100
Eher schwach
40/100 10. Juni 2026
693
Comcast Corporation
CMCSA · USA
Comcast: A Deep Value-Investing Analysis 21. Mai 2026 Cautious Buy
42 /100
Eher schwach
70/100 10. Juni 2026
694
Infosys Limited
INFY · USA
Infosys: In-Depth Value Investing Research 20. Mai 2026 Watch
42 /100
Eher schwach
93/100 10. Juni 2026
695
Talen Energy Corporation
TLN · USA
Talen Energy Corporation In-Depth Research Report 20. Mai 2026 Watch
42 /100
Eher schwach
— 10. Juni 2026
696
Xiamen Faratronic Co., Ltd.
600563 · Shanghai
Xiamen Faratronic: 95% Film-Capacitor Purity, a 38.6%-to-32.1% Margin Reset, and CNY 123.01 Inside the Hold Band 13. September 2026 Hold
41 /100
Eher schwach
86/100 13. September 2026
697
Kering SA
KER · Paris
Kering SA: Flat H1 Recurring Operating Income of EUR 921m Was Bought With EUR 240m of Cost Cuts Against EUR 239m of Lost Gross Profit, and EUR 244.40 Sits Above the EUR 232 Conservative Value 9. September 2026 Watch
41 /100
Eher schwach
— 9. September 2026
698
HOCHTIEF Aktiengesellschaft
HOT · XETRA
HOCHTIEF: Data Centers Are 21% of Backlog and 32% of FY2025 Orders, and EUR 426 Prices the Boom Against a EUR 358 Base SOTP 7. September 2026 Watch
41 /100
Eher schwach
— 7. September 2026
699
Valmet Oyj
VALMT · HE
Valmet Oyj: Two Businesses, One Share Price, and a Separation Thesis Already Partly Priced 2. September 2026 Hold
41 /100
Eher schwach
70/100 2. September 2026
700
GoerTek Inc.
002241 · Shenzhen
GoerTek: Stand-Alone Q2 Grew 0.67%, FY2025's Profit Jump Was Largely an Accounting Gain, and CNY 23.51 Already Pays the Base Case 30. August 2026 Hold
41 /100
Eher schwach
45/100 30. August 2026