601
Principal Financial Group, Inc.
PFG · USA
Principal Financial Group: A Long-Term Business Owner's Perspective 29. Mai 2026 Watch
41 /100
Eher schwach
67/100 10. Juni 2026
602
PPG Industries, Inc.
PPG · USA
PPG Industries: A Long-Term Owner-Perspective Investment Analysis 29. Mai 2026 Watch
41 /100
Eher schwach
83/100 10. Juni 2026
603
T. Rowe Price Group, Inc.
TROW · USA
T. Rowe Price Group: A Deep-Dive Value Investing Research Report 29. Mai 2026 Cautious Buy
41 /100
Eher schwach
88/100 10. Juni 2026
604
Ulta Beauty, Inc.
ULTA · USA
Ulta Beauty: A Long-Term Value Investing Study 29. Mai 2026 Watch
41 /100
Eher schwach
73/100 10. Juni 2026
605
Global Payments, Inc.
GPN · USA
Global Payments: Valuation Rerating Study After the Transition to a Pure-Play Merchant Platform 28. Mai 2026 Cautious Buy
41 /100
Eher schwach
— 10. Juni 2026
606
Kenvue Inc.
KVUE · USA
Kenvue Inc: In-Depth Value Investing Analysis 28. Mai 2026 Watch
41 /100
Eher schwach
55/100 10. Juni 2026
607
PPL Corporation
PPL · USA
PPL Corporation Deep-Value Research 28. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
608
Prudential Financial, Inc.
PRU · USA
Prudential Financial In-Depth Value Investing Analysis 28. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
609
D.R. Horton, Inc.
DHI · USA
D.R. Horton Deep-Dive Value Investing Research 27. Mai 2026 Watch
41 /100
Eher schwach
81/100 10. Juni 2026
610
Entergy Corporation
ETR · USA
Entergy: A Research Report Through a Long-Term Corporate Owner's Lens 27. Mai 2026 Watch
41 /100
Eher schwach
31/100 11. Juni 2026
611
The Hartford Financial Services Group, Inc.
HIG · USA
The Hartford Financial Services Group Deep Dive: A Quality Insurer, but the Margin of Safety Is Thin 27. Mai 2026 Cautious Buy
41 /100
Eher schwach
— 10. Juni 2026
612
Live Nation Entertainment, Inc.
LYV · USA
Live Nation Entertainment: A Long-Term Business Owner's Perspective 27. Mai 2026 Watch
41 /100
Eher schwach
26/100 10. Juni 2026
613
Nucor Corporation
NUE · USA
Nucor Corporation Investment Research Report 27. Mai 2026 Watch
41 /100
Eher schwach
58/100 11. Juni 2026
614
Ventas, Inc.
VTR · USA
Ventas: A Value Investing Deep Dive 27. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
615
Lowe's Companies, Inc.
LOW · USA
Lowe's: A Long-Term Owner's Perspective 25. Mai 2026 Watch
41 /100
Eher schwach
80/100 10. Juni 2026
616
The Southern Company
SO · USA
The Southern Company: A Long-Term Owner's Perspective 25. Mai 2026 Watch
41 /100
Eher schwach
35/100 11. Juni 2026
617
Bank of America Corporation
BAC · USA
BAC: A Long-Term Owner Perspective Value Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
618
Citigroup Inc.
C · USA
Citigroup Deep Value Investment Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
619
Cardinal Health, Inc.
CAH · USA
Cardinal Health Deep Value Investment Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
40/100 10. Juni 2026
620
Crown Castle Inc.
CCI · USA
Crown Castle: A Deep Value-Investing Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
— 11. Juni 2026
621
CDW Corporation
CDW · USA
CDW Long-Term Value Investment Analysis 24. Mai 2026 Watch
41 /100
Eher schwach
75/100 11. Juni 2026
622
Albemarle Corporation
ALB · USA
Albemarle Corporation: A Value Investing Deep Dive 23. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
623
A. O. Smith Corporation
AOS · USA
A. O. Smith Water Heaters & Water Treatment Deep Dive 23. Mai 2026 Watch
41 /100
Eher schwach
91/100 11. Juni 2026
624
Avery Dennison Corporation
AVY · USA
Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive 23. Mai 2026 Watch
41 /100
Eher schwach
78/100 11. Juni 2026
625
Dongfang Electric Corporation Limited
600875 · Shanghai
Dongfang Electric: A Long-Term Business Owner's Perspective 21. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
626
Applied Digital Corporation
APLD · USA
Applied Digital Corporation: A Deep Value Investing Study 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
627
Cipher Digital Inc.
CIFR · USA
Cipher Digital: A Deep Value Investment Study 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
628
Hut 8 Corp.
HUT · USA
Hut 8 In-Depth Value Investing Research 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
629
Liberty Energy Inc.
LBRT · USA
Liberty Energy In-Depth Research Report 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
630
Tower Semiconductor Ltd.
TSEM · USA
Tower Semiconductor Deep Research Report 20. Mai 2026 Watch
41 /100
Eher schwach
— 10. Juni 2026
631
Sprouts Farmers Market, Inc.
SFM · USA
Sprouts Farmers Market: A 38.7% Gross Margin and USD 3.8m Boxes Against -1.0% Comps, With USD 73.46 at 13.7x Normalized 2026 Earnings 16. September 2026 Cautious Buy
40 /100
Eher schwach
78/100 16. September 2026
632
TotalEnergies SE
TTE · Paris
TotalEnergies: USD 27.5bn of Owner Earnings, 33.4 GW of Power, and No Obvious Margin of Safety at EUR 77.61 2. September 2026 Hold
40 /100
Eher schwach
32/100 2. September 2026
633
Danone SA
BN · Paris
Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of Safety 20. August 2026 Hold
40 /100
Eher schwach
66/100 20. August 2026
634
Federated Hermes, Inc.
FHI · USA
Federated Hermes: A Durable Cash Franchise Priced for Today's Rates, Not the Next Zero 16. August 2026 Hold
40 /100
Eher schwach
96/100 16. August 2026
635
RTX Corporation
RTX · USA
RTX Corporation: A Record Backlog and a Documented GTF Recovery, Already Paid For by a 26% Re-Rating 7. August 2026 Hold
40 /100
Eher schwach
38/100 7. August 2026
636
Resonac Holdings Corporation
4004 · TSE
Resonac Holdings: 99.3% of Core Operating Profit Now Comes From Semiconductor Materials, but at ¥12,125 the Pre-Spin Package Offers No Discount to Conservative Value 31. Juli 2026 Hold
40 /100
Eher schwach
— 31. Juli 2026
637
Shanghai MicroPort MedBot (Group) Co., Ltd.
2252 · Hongkong
Shanghai MicroPort MedBot: Commercial Traction Is Real, but the Re-Rating Has Already Happened 25. Juli 2026 Hold
40 /100
Eher schwach
— 25. Juli 2026
638
Shanghai Junshi Biosciences Co., Ltd.
688180 · Shanghai
Shanghai Junshi Biosciences: A Real PD-1 Franchise, But the A-Shares Already Price an Unproven Profit Bridge 25. Juli 2026 Hold
40 /100
Eher schwach
— 25. Juli 2026
639
Flex Ltd.
FLEX · USA
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating 22. Juli 2026 Hold
40 /100
Eher schwach
60/100 22. Juli 2026
640
Nidec Corporation
6594 · TSE
Nidec Corporation: A Real Motor Franchise Wrapped in a Credibility Discount 19. Juli 2026 Watch
40 /100
Eher schwach
— 19. Juli 2026
641
Paladin Energy Ltd
PDN · AU
Paladin Energy: The Restart Is Working, and the Price Already Knows It 17. Juli 2026 Hold
40 /100
Eher schwach
— 17. Juli 2026
642
Sumitomo Electric Industries, Ltd.
5802 · TSE
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price 15. Juli 2026 Hold
40 /100
Eher schwach
53/100 15. Juli 2026
643
DSM-Firmenich AG
DSFIR · AMS
DSM-Firmenich: A Genuine Portfolio Cleanup, Already Priced for the Improvement to Continue 4. Juli 2026 Hold
40 /100
Eher schwach
— 4. Juli 2026
644
Pan American Silver Corp.
PAAS · USA
Pan American Silver: Juanicipio Upgrades the Silver Book, But $44 Already Pays for the Transition 25. Juni 2026 Hold
40 /100
Eher schwach
23/100 25. Juni 2026
645
Inventec Corporation
2356 · Taiwan
Inventec: An AI-Server Manufacturer Still Earning Assembly Margins 21. Juni 2026 Hold
40 /100
Eher schwach
59/100 21. Juni 2026
646
Hua Hong Semiconductor Limited
1347 · Hongkong
Hua Hong Semiconductor: Value and Price in Mature Specialty Process Platforms 14. Juni 2026 Hold
40 /100
Eher schwach
— 15. Juni 2026
647
Tongfu Microelectronics Co., Ltd.
002156 · Shenzhen
In-Depth Research on Tongfu Microelectronics 11. Juni 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
648
Powertech Technology Inc.
6239 · Taiwan
Powertech Technology Deep-Dive Research 11. Juni 2026 Watch
40 /100
Eher schwach
62/100 11. Juni 2026
649
Shanghai Iluvatar CoreX Semiconductor Co., Ltd.
9903 · Hongkong
Iluvatar CoreX In-Depth Research 11. Juni 2026 Avoid
40 /100
Eher schwach
— 11. Juni 2026
650
Unimicron Technology
3037 · Taiwan
Unimicron Technology from a Long-Term Owner's Perspective 9. Juni 2026 Avoid
40 /100
Eher schwach
— 9. Juni 2026
651
Xinjiang Goldwind Science & Technology Co., Ltd. (Goldwind)
002202 · Shenzhen
Goldwind Zen Horizon Framework Deep-Dive Research 6. Juni 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
652
Foxconn Industrial Internet Co., Ltd.
601138 · Shanghai
FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuation 4. Juni 2026 Watch
40 /100
Eher schwach
82/100 5. Juni 2026
653
Firefly Aerospace, Inc.
FLY · USA
Firefly Aerospace Research from a Long-Term Owner's Perspective 4. Juni 2026 Avoid
40 /100
Eher schwach
— 5. Juni 2026
654
Globe Life Inc.
GL · USA
Globe Life Value Investment Research 31. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
655
Pentair plc
PNR · USA
Pentair plc In-Depth Value Investment Research 31. Mai 2026 Watch
40 /100
Eher schwach
77/100 10. Juni 2026
656
General Mills, Inc.
GIS · USA
General Mills Value Investing Deep Dive 30. Mai 2026 Cautious Buy
40 /100
Eher schwach
— 10. Juni 2026
657
Kimco Realty Corporation
KIM · USA
Kimco Realty Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 7. Juni 2026
658
Masco Corporation
MAS · USA
Masco Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
78/100 10. Juni 2026
659
News Corporation
NWSA · USA
News Corp Class A Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
660
Textron Inc.
TXT · USA
Textron Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
64/100 7. Juni 2026
661
Weyerhaeuser Company
WY · USA
Weyerhaeuser In-Depth Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 9. Juni 2026
662
Zimmer Biomet Holdings, Inc.
ZBH · USA
Zimmer Biomet Deep Value Investment Research 30. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
663
Equity Residential
EQR · USA
Equity Residential Deep Value Investment Research 29. Mai 2026 Watch
40 /100
Eher schwach
— 7. Juni 2026
664
Expand Energy Corporation
EXE · USA
Expand Energy Corporation In-Depth Value Investment Research 29. Mai 2026 Watch
40 /100
Eher schwach
31/100 9. Juni 2026
665
J.B. Hunt Transport Services, Inc.
JBHT · USA
J.B. Hunt Deep Value Investment Research 29. Mai 2026 Watch
40 /100
Eher schwach
72/100 7. Juni 2026
666
Packaging Corporation of America
PKG · USA
Packaging Corporation of America Deep Value Investment Analysis 29. Mai 2026 Watch
40 /100
Eher schwach
76/100 7. Juni 2026
667
The Estée Lauder Companies Inc.
EL · USA
Estée Lauder: Premium Beauty Brand Equity Restoration Study 28. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
668
Extra Space Storage Inc.
EXR · USA
Extra Space Storage: A Long-Term Owner's View of a Self-Storage Platform REIT 28. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
669
MetLife, Inc.
MET · USA
MetLife: A Deep Value Investing Analysis 27. Mai 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
670
Public Service Enterprise Group Incorporated
PEG · USA
PEG Long-Term Value Investment Report 27. Mai 2026 Watch
40 /100
Eher schwach
22/100 10. Juni 2026
671
Freeport-McMoRan Inc.
FCX · USA
Freeport-McMoRan: A Long-Term Owner's Perspective 26. Mai 2026 Watch
40 /100
Eher schwach
25/100 11. Juni 2026
672
3M Company
MMM · USA
3M Company: A Deep-Value Investment Analysis 26. Mai 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
673
TransDigm Group Incorporated
TDG · USA
TransDigm Group: A Deep Value Investing Study 26. Mai 2026 Watch
40 /100
Eher schwach
79/100 11. Juni 2026
674
ConocoPhillips
COP · USA
ConocoPhillips: A Long-Term Owner's Perspective 25. Mai 2026 Watch
40 /100
Eher schwach
31/100 11. Juni 2026
675
Exxon Mobil Corporation
XOM · USA
Exxon Mobil Deep Value Analysis: A Good Asset, Not a Cheap One 25. Mai 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
676
Becton, Dickinson and Company
BDX · USA
BDX: A Long-Term Business Owner's Investment Analysis 24. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
677
Carnival Corporation & plc
CCL · USA
Carnival Deep-Value Investment Analysis 24. Mai 2026 Watch
40 /100
Eher schwach
6/100 11. Juni 2026
678
CF Industries Holdings, Inc.
CF · USA
CF Industries: A Long-Term Value Investing Analysis 24. Mai 2026 Watch
40 /100
Eher schwach
52/100 11. Juni 2026
679
C.H. Robinson Worldwide, Inc.
CHRW · USA
C.H. Robinson: A Long-Term Value Investing Analysis 24. Mai 2026 Watch
40 /100
Eher schwach
76/100 11. Juni 2026
680
Assurant, Inc.
AIZ · USA
Assurant Specialty Insurance & Protection Platform Research 23. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
681
AvalonBay Communities, Inc.
AVB · USA
AvalonBay Communities Apartment REIT and Merger Research 23. Mai 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
682
Starbucks Corporation
SBUX · USA
Starbucks Corporation: A Long-Term Owner's Perspective 23. Mai 2026 Watch
40 /100
Eher schwach
70/100 11. Juni 2026
683
Xcel Energy Inc.
XEL · USA
Xcel Energy: A Long-Term Owner's Perspective 23. Mai 2026 Hold —
40 /100
Eher schwach
— 11. Juni 2026
684
Diamondback Energy, Inc.
FANG · USA
Diamondback Energy: A Deep Value Analysis 22. Mai 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
685
PACCAR Inc
PCAR · USA
In-Depth Value Investing Research on PACCAR Inc 22. Mai 2026 Watch
40 /100
Eher schwach
66/100 10. Juni 2026
686
American Electric Power Company, Inc.
AEP · USA
American Electric Power In-Depth Value Investment Analysis 21. Mai 2026 Watch
40 /100
Eher schwach
42/100 10. Juni 2026
687
EQT Corporation
EQT · USA
EQT Corporation: A Long-Term Value Investing Deep Dive 20. Mai 2026 Watch
40 /100
Eher schwach
22/100 10. Juni 2026
688
Western Digital Corporation
WDC · USA
Western Digital: A Value Investing Deep Dive 20. Mai 2026 Watch
40 /100
Eher schwach
— 10. Juni 2026
689
AST SpaceMobile, Inc.
ASTS · USA
AST SpaceMobile: A Value Investing Deep Dive 18. Mai 2026 Watch
40 /100
Eher schwach
— 11. Juni 2026
690
Cerebras Systems, Inc.
CBRS · USA
Cerebras Systems: A Long-Term Business Owner's Perspective 16. Mai 2026 Avoid
40 /100
Eher schwach
— 11. Juni 2026
691
ENN Energy Holdings Limited
2688 · Hongkong
ENN Energy: A Lapsed HK$80 Buyout Left 7.1x Core Earnings and a 6.1% Yield, but Every Ancillary Segment Shrank in H1 and HK$49.48 Sits Above the HK$40 Ideal-Buy Ceiling 16. September 2026 Cautious Buy
39 /100
Eher schwach
68/100 16. September 2026
692
Southern Copper Corporation
SCCO · USA
Southern Copper: the Record Quarter Came From $6 Copper and $2.24/lb By-Product Credits While Output Fell 3.5%, and $198.76 Already Prices the Optimistic Case 6. September 2026 Watch
39 /100
Eher schwach
74/100 6. September 2026
693
AutoNation, Inc.
AN · USA
AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of Safety 1. September 2026 Hold
39 /100
Eher schwach
68/100 1. September 2026
694
Service Corporation International
SCI · USA
Service Corporation International: Cemetery Gross Profit Now Exceeds Funeral, but a 6.5% Owner-Earnings Yield Sits Only 1.8 Points Above Treasuries 30. August 2026 Hold
39 /100
Eher schwach
73/100 30. August 2026
695
Bunzl plc
BNZL · LSE
Bunzl: 0.4% Underlying Growth, 237 Acquisitions, and 15.6 Times Earnings 29. August 2026 Hold
39 /100
Eher schwach
76/100 30. August 2026
696
China Yangtze Power Co., Ltd.
600900 · Shanghai
China Yangtze Power: Six Dams, a 70% Payout Floor, and Why 15.5x Owner Earnings Still Leaves No Margin of Safety 20. August 2026 Hold
39 /100
Eher schwach
69/100 20. August 2026
697
FTI Consulting, Inc.
FCN · USA
FTI Consulting: An Expert Franchise Still Raising Prices, Now Carrying Idle Capacity and Borrowed Buybacks 19. August 2026 Hold
39 /100
Eher schwach
72/100 19. August 2026
698
National Beverage Corp.
FIZZ · USA
National Beverage: A Cash-Rich LaCroix Franchise Where Price, Not Volume, Carried the Year 17. August 2026 Hold
39 /100
Eher schwach
95/100 17. August 2026
699
Canon Inc.
7751 · TSE
Canon Inc.: Imaging Carries the Mix Shift, Nanoimprint Stays an Option, and ¥4,628 Leaves No Conservative Discount 12. August 2026 Hold
39 /100
Eher schwach
— 12. August 2026
700
Honeywell International Inc.
HON · USA
Honeywell Technologies: A Genuine Automation Franchise, Already Priced for Successful Execution 9. August 2026 Hold
39 /100
Eher schwach
74/100 9. August 2026