701
Intel Corporation
INTC · USA
Intel: A Real Product Recovery, Priced as If the Foundry Turnaround Had Already Worked 2. August 2026 Avoid
39 /100
Eher schwach
— 2. August 2026
702
Haleon plc
HLN · LSE
Haleon: Oral Health Supplied Over 90% of First-Half Organic Growth While the Rest of the Portfolio Grew 0.3%, and 3.633 Pounds Leaves No Margin of Safety 1. August 2026 Hold
39 /100
Eher schwach
61/100 2. August 2026
703
NexGen Energy Ltd.
NXE · USA
NexGen Energy: The Licence Is In Hand, and at 8.93 USD the Price Already Assumes the Mine Gets Built 30. Juli 2026 Watch
39 /100
Eher schwach
— 30. Juli 2026
704
Solstice Advanced Materials Inc.
SOLS · USA
Solstice Advanced Materials: A Real Standalone Business, Not Enough Margin of Safety for the Deal 12. Juli 2026 Hold
39 /100
Eher schwach
— 12. Juli 2026
705
EHang Holdings Limited
EH · USA
EHang Holdings: China's Certified eVTOL Leader, Not Yet a Scaled Business 10. Juli 2026 Watch
39 /100
Eher schwach
— 10. Juli 2026
706
Saipem S.p.A.
SPM · MI
Saipem: The Offshore Repair Is Real, but the Subsea7 Merger Remains Unresolved 4. Juli 2026 Hold
39 /100
Eher schwach
— 4. Juli 2026
707
Aker Solutions ASA
AKSO · OL
Aker Solutions: A Leaner Contractor Priced Without a Margin of Safety 1. Juli 2026 Hold
39 /100
Eher schwach
— 1. Juli 2026
708
Youdao, Inc.
DAO · USA
Youdao: KI-reparierte Margen, schwache Cash-Conversion 17. Juni 2026 Halten
39 /100
Eher schwach
— 18. Juni 2026
709
FormFactor, Inc.
FORM · USA
FormFactor (FORM.US) Buffett Framework Deep-Dive Research 9. Juni 2026 Watch
39 /100
Eher schwach
53/100 9. Juni 2026
710
Navitas Semiconductor Corporation
NVTS · USA
Navitas Semiconductor (NVTS.US) Zen Horizon Research Report 8. Juni 2026 Underweight
39 /100
Eher schwach
— 8. Juni 2026
711
Symbotic
SYM · USA
Symbotic Zen Horizon Framework Deep Dive 7. Juni 2026 Avoid
39 /100
Eher schwach
— 10. Juni 2026
712
SCREEN Holdings
7735 · TSE
SCREEN Holdings Deep Value Investment Analysis 4. Juni 2026 Watch
39 /100
Eher schwach
— 5. Juni 2026
713
Karman Holdings, Inc.
KRMN · USA
Karman Holdings: A Long-Term Owner's Perspective 4. Juni 2026 Watch
39 /100
Eher schwach
— 5. Juni 2026
714
Intuitive Machines, Inc.
LUNR · USA
Intuitive Machines (LUNR): A Long-Term Owner's Perspective 4. Juni 2026 Watch
39 /100
Eher schwach
— 5. Juni 2026
715
Enpro Inc.
NPO · USA
Enpro Long-Term Owner's View Research 3. Juni 2026 Watch
39 /100
Eher schwach
— 5. Juni 2026
716
Camden Property Trust
CPT · USA
Camden Property Trust: A Value-Investing Deep Dive 31. Mai 2026 Watch
39 /100
Eher schwach
— 6. Juni 2026
717
Everest Group, Ltd.
EG · USA
Everest Group In-Depth Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
718
Huntington Ingalls Industries, Inc.
HII · USA
Huntington Ingalls Industries: A Deep Value Investment Study 30. Mai 2026 Watch
39 /100
Eher schwach
77/100 10. Juni 2026
719
Invitation Homes Inc.
INVH · USA
Invitation Homes Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 8. Juni 2026
720
International Paper Company
IP · USA
International Paper Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 9. Juni 2026
721
Mid-America Apartment Communities, Inc.
MAA · USA
Mid-America Apartment Communities Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 8. Juni 2026
722
NVR, Inc.
NVR · USA
NVR Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
89/100 10. Juni 2026
723
Regency Centers Corporation
REG · USA
Regency Centers In-Depth Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
724
Solventum Corporation
SOLV · USA
Solventum Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
71/100 8. Juni 2026
725
UDR, Inc.
UDR · USA
UDR Deep Value Investment Research 30. Mai 2026 Watch
39 /100
Eher schwach
48/100 7. Juni 2026
726
Evergy, Inc.
EVRG · USA
Evergy: A Long-Term Business Owner's Investment Analysis 29. Mai 2026 Watch
39 /100
Eher schwach
— 7. Juni 2026
727
NiSource Inc.
NI · USA
NiSource: A Deep-Dive Value Investing Research Report 29. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
728
PulteGroup, Inc.
PHM · USA
PulteGroup Value Investing Research Report 29. Mai 2026 Watch
39 /100
Eher schwach
71/100 10. Juni 2026
729
Regions Financial Corporation
RF · USA
Regions Financial Corporation: A Long-Term Value Investment Study 29. Mai 2026 Watch
39 /100
Eher schwach
— 7. Juni 2026
730
Smurfit WestRock plc
SW · USA
Smurfit WestRock: A Long-Term Business Owner's Investment Analysis 29. Mai 2026 Watch
39 /100
Eher schwach
— 8. Juni 2026
731
DTE Energy Company
DTE · USA
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated Utility 28. Mai 2026 Watch
39 /100
Eher schwach
37/100 10. Juni 2026
732
FirstEnergy Corp.
FE · USA
FirstEnergy Value Investing Deep Dive 28. Mai 2026 Watch
39 /100
Eher schwach
— 8. Juni 2026
733
Huntington Bancshares Incorporated
HBAN · USA
Huntington Bancshares In-Depth Value Investing Research 28. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
734
M&T Bank Corporation
MTB · USA
M&T Bank: A Long-Term Owner's Perspective on a U.S. Regional Bank 28. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
735
NRG Energy, Inc.
NRG · USA
NRG Energy: A Long-Term Business Owner's Deep Dive 28. Mai 2026 Watch
39 /100
Eher schwach
— 10. Juni 2026
736
Fifth Third Bancorp
FITB · USA
Fifth Third Bancorp: A Long-Term Business Owner's Perspective 27. Mai 2026 Watch
39 /100
Eher schwach
— 11. Juni 2026
737
Jabil Inc.
JBL · USA
Jabil Inc.: An In-Depth Value Investing Analysis 27. Mai 2026 Watch
39 /100
Eher schwach
62/100 10. Juni 2026
738
The Kroger Co.
KR · USA
Kroger Deep Value Investment Research 27. Mai 2026 Watch
39 /100
Eher schwach
70/100 10. Juni 2026
739
InterDigital, Inc.
IDCC · USA
InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling 16. September 2026 Hold
38 /100
Eher schwach
69/100 16. September 2026
740
DHL AG
DHL · XETRA
DHL AG: Express Supplies 60% of H1 Group EBIT on 31% of Revenue and German Mail Volume Falls 15%, but EUR 55.02 Sits 30% Above the EUR 42.2 Conservative Value 14. September 2026 Hold
38 /100
Eher schwach
75/100 14. September 2026
741
Rio Tinto plc
RIO · LSE
Rio Tinto: Copper EBITDA Rose 84% on 1% More Production, and £73.74 Sits Inside a £62–82 Hold Band 14. September 2026 Hold
38 /100
Eher schwach
78/100 14. September 2026
742
Schrödinger, Inc.
SDGR · USA
Schrödinger: A 6.0 Million USD Q2 Profit Over a 41.5 Million Operating Loss, and a 20% Rally Driven More by EV/ACV Re-Rating From 3.8 to 4.9 Times Than by ACV Growth 12. September 2026 Hold
38 /100
Eher schwach
— 12. September 2026
743
Skanska AB (publ)
SKA-B · ST
Skanska AB: A Record SEK 297.5bn Backlog Rests on a 4.3% Contractor Margin, and SEK 271.90 Leaves No Conservative Margin of Safety 5. September 2026 Hold
38 /100
Eher schwach
74/100 5. September 2026
744
Tesco PLC
TSCO · LSE
Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory Profit 2. September 2026 Hold
38 /100
Eher schwach
53/100 4. September 2026
745
Equinor ASA
EQNR · OL
Equinor: Q2 Profit of USD 11.48bn Leaves USD 3.44bn After Tax, and NOK 386.40 Already Pays the Base Case 29. August 2026 Hold
38 /100
Eher schwach
40/100 29. August 2026
746
AptarGroup, Inc.
ATR · USA
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion 26. August 2026 Hold
38 /100
Eher schwach
70/100 26. August 2026
747
Zhangzhou Pientzehuang Pharmaceutical Co., Ltd.
600436 · Shanghai
Pientzehuang: High-Priced Core Volume Fell 21% in 2025, and CNY132.59 Still Prices In 42x Trailing Earnings 15. August 2026 Hold
38 /100
Eher schwach
88/100 15. August 2026
748
Shanxi Xinghuacun Fen Wine Factory Co., Ltd.
600809 · Shanghai
Shanxi Fenjiu: 22% More Volume but Only 7.5% More Revenue in 2025, Q1 2026 Out-of-Province Sales Fell 15% While Dealers Grew, and CNY123.52 Sits Above Conservative Value 15. August 2026 Hold
38 /100
Eher schwach
86/100 15. August 2026
749
Samsung Electronics Co., Ltd.
005930 · Korea
Samsung Electronics: Device Solutions Supplied 99.7% of Second-Quarter Operating Profit, and at 230,500 Won the Shares Already Trade Above the 185,000 Won Conservative Value 6. August 2026 Hold
38 /100
Eher schwach
57/100 6. August 2026
750
Carlisle Companies Incorporated
CSL · USA
Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on Margin 6. August 2026 Hold
38 /100
Eher schwach
71/100 6. August 2026
751
Korea Aerospace Industries, Ltd.
047810 · Korea
Korea Aerospace Industries: Second-Quarter Revenue Rose 41% While Operating Profit Fell 43%, the 27.35 Trillion Won Backlog Converts at 13.5% a Year, and 127,300 Won Leaves No Margin of Safety 2. August 2026 Hold
38 /100
Eher schwach
— 2. August 2026
752
AECOM
ACM · USA
AECOM: A 16.5% Segment Margin and 12.1x Earnings Are Genuinely Cheap, but First-Half Free Cash Flow of 15 Million Dollars Means 72.39 Dollars Only Buys the Base Case 1. August 2026 Hold
38 /100
Eher schwach
45/100 1. August 2026
753
Parsons Corporation
PSN · USA
Parsons: A Record 35% Crash Repriced Earnings Quality, and at 40.32 USD the Price Is Interesting but Not Yet Safe 30. Juli 2026 Watch
38 /100
Eher schwach
— 30. Juli 2026
754
Kawasaki Heavy Industries, Ltd.
7012 · TSE
Kawasaki Heavy Industries: Aerospace Earned the Rerating, the Rest of the Group Still Has to Pay for It 26. Juli 2026 Hold
38 /100
Eher schwach
— 26. Juli 2026
755
Rocket Pharmaceuticals, Inc.
RCKT · USA
Rocket Pharmaceuticals: Cash Buys Time, but Danon Still Has to Earn Back the Market's Trust 25. Juli 2026 Hold
38 /100
Eher schwach
— 25. Juli 2026
756
Zijin Mining Group Co., Ltd.
601899 · Shanghai
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go Right 22. Juli 2026 Hold
38 /100
Eher schwach
57/100 22. Juli 2026
757
Eastman Chemical Company
EMN · USA
Eastman Chemical: A Cyclical Repair Story Already Priced for Stabilization 13. Juli 2026 Hold
38 /100
Eher schwach
— 13. Juli 2026
758
The Timken Company
TKR · USA
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished 8. Juli 2026 Hold
38 /100
Eher schwach
65/100 8. Juli 2026
759
Coeur Mining, Inc.
CDE · USA
Coeur Mining: A Stronger Seven-Mine Platform, No Longer Cheap Enough to Ignore the Cycle 2. Juli 2026 Hold
38 /100
Eher schwach
21/100 2. Juli 2026
760
Hecla Mining Company
HL · USA
Hecla Mining: A Cleaner, Debt-Free Silver Major Still Priced Without a Margin of Safety 29. Juni 2026 Hold
38 /100
Eher schwach
21/100 29. Juni 2026
761
Carl Zeiss Meditec AG
AFX · XETRA
Carl Zeiss Meditec: A High-Grade Ophthalmology Franchise Forced to Relearn Its Operating Model in China 26. Juni 2026 Watch
38 /100
Eher schwach
— 26. Juni 2026
762
Simulations Plus, Inc.
SLP · USA
Simulations Plus: A Credible Drug-Modeling Specialist, Now Priced as a Near-Cash Deal Stock 26. Juni 2026 Avoid
38 /100
Eher schwach
— 26. Juni 2026
763
Barrick Mining Corporation
B · USA
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value 25. Juni 2026 Hold
38 /100
Eher schwach
41/100 25. Juni 2026
764
Inspur Electronic Information Industry Co., Ltd.
000977 · Shenzhen
Inspur Information Deep-Dive Research 14. Juni 2026 Hold
38 /100
Eher schwach
57/100 14. Juni 2026
765
Fortrea Holdings Inc.
FTRE · USA
Fortrea Deep Dive: Global Clinical CRO Repair After the Labcorp Spin-Off 12. Juni 2026 Watch
38 /100
Eher schwach
— 12. Juni 2026
766
SUMCO Corporation
3436 · TSE
SUMCO (3436.TSE) Deep-Dive Research Under the Buffett Framework 9. Juni 2026 Watch
38 /100
Eher schwach
— 9. Juni 2026
767
GlobalWafers Co., Ltd.
6488 · TWO
GlobalWafers Deep Value Investment Research 9. Juni 2026 Watch
38 /100
Eher schwach
— 10. Juni 2026
768
Peric Special Gases Co., Ltd.
688146 · Shanghai
Peric Special Gases (688146.SHG) Buffett Framework Deep-Dive Research 9. Juni 2026 Avoid
38 /100
Eher schwach
— 9. Juni 2026
769
Cohu, Inc.
COHU · USA
Cohu (COHU): A Cyclical Semiconductor Test Equipment Stock with Insufficient Margin of Safety 9. Juni 2026 Watch
38 /100
Eher schwach
— 9. Juni 2026
770
Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry / Foxconn)
2317 · Taiwan
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research 5. Juni 2026 Hold
38 /100
Eher schwach
65/100 5. Juni 2026
771
Technoprobe
TPRO · MI
Technoprobe Deep Value Analysis 4. Juni 2026 Watch
38 /100
Eher schwach
— 5. Juni 2026
772
Fundrise Innovation Fund
VCX · USA
Fundrise Innovation Fund Deep Value Investment Analysis 4. Juni 2026 Avoid
38 /100
Eher schwach
— 4. Juni 2026
773
Voyager Technologies, Inc.
VOYG · USA
Voyager Technologies Research from a Long-Term Owner's Perspective 4. Juni 2026 Watch
38 /100
Eher schwach
— 5. Juni 2026
774
Applied Optoelectronics, Inc.
AAOI · USA
Applied Optoelectronics Deep-Dive Research 31. Mai 2026 Hold
38 /100
Eher schwach
— 5. Juni 2026
775
Charles River Laboratories International, Inc.
CRL · USA
Charles River Laboratories Deep Value Investment Research 31. Mai 2026 Watch
38 /100
Eher schwach
— 10. Juni 2026
776
Henry Schein, Inc.
HSIC · USA
Henry Schein Investment Research from a Long-Term Business Owner's Perspective 31. Mai 2026 Watch
38 /100
Eher schwach
— 7. Juni 2026
777
Alliant Energy Corporation
LNT · USA
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective 30. Mai 2026 Watch
38 /100
Eher schwach
53/100 10. Juni 2026
778
Gaming and Leisure Properties, Inc.
GLPI · USA
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent 14. September 2026 Hold
37 /100
Eher schwach
67/100 14. September 2026
779
Arkema S.A.
AKE · Paris
Arkema S.A.: Q2 2026 EBITDA of EUR 390.9m Beat Consensus by About 8% at a 16.1% Margin, but 2.9-Times Leverage Leaves EUR 58.05 Far Above the EUR 32 to EUR 36 Conservative Buy Zone 10. September 2026 Watch
37 /100
Eher schwach
— 10. September 2026
780
Nestlé S.A.
NESN · SW
Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of Safety 5. September 2026 Hold
37 /100
Eher schwach
80/100 5. September 2026
781
JD Sports Fashion plc
JD · LSE
JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control 2. September 2026 Watch
37 /100
Eher schwach
74/100 4. September 2026
782
Mueller Industries, Inc.
MLI · USA
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value 31. August 2026 Hold
37 /100
Eher schwach
72/100 31. August 2026
783
Reliance, Inc.
RS · USA
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band 30. August 2026 Hold
37 /100
Eher schwach
65/100 30. August 2026
784
Encompass Health Corporation
EHC · USA
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety 25. August 2026 Hold
37 /100
Eher schwach
73/100 25. August 2026
785
Swisscom AG
SCMN · SW
Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 635 20. August 2026 Hold
37 /100
Eher schwach
78/100 20. August 2026
786
Pfizer Inc.
PFE · USA
Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 7. August 2026 Hold
37 /100
Eher schwach
— 7. August 2026
787
The Boeing Company
BA · USA
Boeing: Second-Quarter Free Cash Flow Turned Positive, but 45–50 Times Owner Earnings Already Prices the Recovery 3. August 2026 Hold
37 /100
Eher schwach
— 3. August 2026
788
Booz Allen Hamilton Holding Corporation
BAH · USA
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value 1. August 2026 Hold
37 /100
Eher schwach
76/100 1. August 2026
789
Furukawa Electric Co., Ltd.
5801 · TSE
Furukawa Electric: A Real AI-Optics Transition the Market Has Already Priced In 24. Juli 2026 Watch
37 /100
Eher schwach
— 24. Juli 2026
790
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghai
Changzhou Juhe: Real Moat, Unproven Second Curve 13. Juli 2026 Hold
37 /100
Eher schwach
42/100 13. Juli 2026
791
China XD Electric Co., Ltd.
601179 · Shanghai
China XD Electric: A Real UHV Upcycle, Priced Like It's Already Proven 11. Juli 2026 Hold
37 /100
Eher schwach
— 11. Juli 2026
792
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghai
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround 1. Juli 2026 Hold
37 /100
Eher schwach
— 1. Juli 2026
793
Toll Brothers, Inc.
TOL · USA
Toll Brothers Tiefgehende Aktienanalyse 15. Juni 2026 Halten
37 /100
Eher schwach
71/100 15. Juni 2026
794
ICON plc
ICLR · USA
ICON plc In-Depth Research 12. Juni 2026 Hold
37 /100
Eher schwach
— 13. Juni 2026
795
Wolfspeed, Inc.
WOLF · USA
Wolfspeed Deep Dive: A vertically integrated silicon carbide pure play with scarce assets, but margins and per-share value are still underwater 12. Juni 2026 Watch
37 /100
Eher schwach
— 13. Juni 2026
796
Shanghai Biren Technology Co., Ltd.
6082 · Hongkong
Biren Technology Deep-Dive Research 11. Juni 2026 Watch
37 /100
Eher schwach
— 11. Juni 2026
797
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. 9. Juni 2026 Watch
37 /100
Eher schwach
— 9. Juni 2026
798
National Silicon Industry Group Co., Ltd.
688126 · Shanghai
A Long-Term Business Owner's Research Report on National Silicon Industry Group 9. Juni 2026 Watch
37 /100
Eher schwach
— 9. Juni 2026
799
Oklo Inc.
OKLO · USA
Oklo (OKLO.US) Zen Horizon Research Report 8. Juni 2026 Watch
37 /100
Eher schwach
— 8. Juni 2026
800
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