1
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
2
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
3
Devon Energy Corporation
DVN · USA
Devon Energy Deep Value Investment Analysis 27. Mai 2026
Watch
34 /100
Schwach
20/100
11. Juni 2026
4
Occidental Petroleum Corporation
OXY · USA
Occidental Petroleum: A Deep Value Study 27. Mai 2026
Watch
34 /100
Schwach
—
11. Juni 2026
5
Kilroy Realty Corporation
KRC · USA
Kilroy Realty Corporation: A Value Investing Deep Dive 20. Mai 2026
Watch
34 /100
Schwach
—
10. Juni 2026
6
WhiteFiber, Inc.
WYFI · USA
WhiteFiber: A Deep Value Investing Study 20. Mai 2026
Watch
34 /100
Schwach
—
10. Juni 2026
7
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
8
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
9
Toray Industries, Inc.
3402 · TSE
Toray Industries: A Long-Term Owner's Study 3. Juni 2026
Watch
33 /100
Schwach
—
5. Juni 2026
10
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
11
Dow Inc.
DOW · USA
Dow Inc. — A Long-Term Business Owner's Research Report 29. Mai 2026
Watch
33 /100
Schwach
—
10. Juni 2026
12
HP Inc.
HPQ · USA
HP Inc.: A Value-Investing Deep Dive 29. Mai 2026
Watch
33 /100
Schwach
81/100
10. Juni 2026
13
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
14
Bitdeer Technologies Group
BTDR · USA
Bitdeer Technologies: A Deep-Value Investment Study 20. Mai 2026
Watch
33 /100
Schwach
—
10. Juni 2026
15
Viatris Inc.
VTRS · USA
Viatris In-Depth Investment Research Report 30. Mai 2026
Watch
32 /100
Schwach
—
8. Juni 2026
16
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
17
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
18
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
19
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
20
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
21
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
22
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
23
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
24
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
25
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
26
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
27
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
28
Babcock & Wilcox Enterprises, Inc.
BW · USA
Babcock & Wilcox Enterprises: A Value Investing Deep Dive 20. Mai 2026
Avoid
31 /100
Schwach
—
10. Juni 2026
29
HIVE Digital Technologies Ltd.
HIVE · USA
HIVE Digital Technologies: In-Depth Research 20. Mai 2026
Watch
31 /100
Schwach
—
10. Juni 2026
30
Bitmine Immersion Technologies, Inc.
BMNR · USA
Bitmine Immersion Technologies: A Deep Value Study 22. Mai 2026
Watch
30 /100
Schwach
—
11. Juni 2026
31
Qorvo, Inc.
QRVO · USA
Qorvo: A Long-Term Owner's Perspective 3. Juni 2026
Watch
28 /100
Schwach
40/100
5. Juni 2026
32
CleanSpark, Inc.
CLSK · USA
CleanSpark Deep-Dive Value Research 20. Mai 2026
Watch
28 /100
Schwach
—
10. Juni 2026
33
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
34
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
35
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
36
Canaan Inc.
CAN · USA
Canaan Inc. — Zen Horizon Framework Deep Dive 8. Juni 2026
Avoid
26 /100
Schwach
—
7. Juni 2026
37
Virgin Galactic
SPCE · USA
Virgin Galactic: A Deep Value Investment Analysis 4. Juni 2026
Avoid
26 /100
Schwach
—
4. Juni 2026
38
Syensqo SA/NV
SYENS · BR
Syensqo: A Long-Term Owner's View 3. Juni 2026
Watch
26 /100
Schwach
—
6. Juni 2026
39
Velo3D, Inc.
VELO · USA
Velo3D: A Long-Term Owner's Perspective 3. Juni 2026
Avoid
23 /100
Schwach
—
5. Juni 2026