| 201 |
VeriSign Inc
VRSN · US
|
$26B |
66/100
Strong
|
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's PerspectiveMay 28, 2026 · Watch |
FY2025 |
| 202 |
Gartner Inc
IT · US
|
$10B |
66/100
Strong
|
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner Long-Term Value Investment ResearchMay 31, 2026 · Cautious Buy |
FY2025 |
| 203 |
Oracle Corporation
ORCL · US
|
$374B |
65/100
Strong
|
46.3%low 7.8% |
10 yr+ |
2.9× |
76% |
Oracle CorporationJul 28, 2026 · Hold |
FY2026 |
| 204 |
McKesson Corporation
MCK · US
|
$101B |
65/100
Strong
|
25.5%‡low -105.3% |
5 yr |
— |
5% |
McKesson: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2026 |
| 205 |
NXP Semiconductors NV
NXPI · US
|
$58B |
65/100
Strong
|
18.8%low 0.6% |
10 yr+ |
0.9× |
53% |
NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business OwnerMay 22, 2026 · Watch |
FY2025 |
| 206 |
Coca-Cola European Partners PLC
CCEP · US
|
$48B |
65/100
Strong
|
15.5%low 8.3% |
10 yr+ |
1.2× |
37% |
Coca-Cola Europacific Partners: A Deep Value Investing AnalysisMay 21, 2026 · Watch |
FY2025 |
| 207 |
Timken Company
TKR · US
|
$9.6B |
65/100
Strong
|
14.8%low 9.1% |
10 yr+ |
0.6× |
36% |
Timken: The Margin Transition Is Real, but the Price Already Assumes It's FinishedJul 8, 2026 · Hold |
FY2025 |
| 208 |
Centrus Energy Corp.
LEU · US
|
$3.5B |
65/100
Strong
|
60.0%‡low 60.0% |
6 yr |
Net cash |
25% |
Centrus Energy Zen Horizon Framework Deep-Dive ResearchJun 6, 2026 · Watch |
FY2025 |
| 209 |
AstraZeneca PLC
AZN · US
|
$279B |
64/100
Medium
|
15.4%low 0.3% |
10 yr+ |
0.5× |
78% |
AstraZeneca: A Deep DiveJun 15, 2026 · Hold |
FY2025 |
| 210 |
Deere & Company
DE · US
|
$160B |
64/100
Medium
|
28.1%low 19.4% |
10 yr+ |
2.1× |
32% |
Deere & Company: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 211 |
Salesforce.com Inc
CRM · US
|
$154B |
64/100
Medium
|
5.5%low 0.4% |
10 yr+ |
0.1× |
75% |
Salesforce: Agentforce ARR Grew 205% to 1.2 Billion Dollars, but Growth Excluding Informatica Was 8.75% and 184.02 Dollars Leaves No Margin of SafetyAug 1, 2026 · Hold |
FY2026 |
| 212 |
Steel Dynamics Inc
STLD · US
|
$36B |
64/100
Medium
|
25.5%low 12.7% |
10 yr+ |
0.4× |
19% |
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality CompounderMay 27, 2026 · Watch |
FY2025 |
| 213 |
Textron Inc
TXT · US
|
$15B |
64/100
Medium
|
12.6%low 5.3% |
10 yr+ |
0.3× |
17% |
Textron Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 214 |
Leidos Holdings Inc
LDOS · US
|
$15B |
64/100
Medium
|
16.8%low 4.7% |
10 yr+ |
1.0× |
15% |
Leidos Holdings Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 215 |
Zebra Technologies Corporation
ZBRA · US
|
$14B |
64/100
Medium
|
15.1%low -17.3% |
9 yr |
0.8× |
46% |
Long-Term Value Investment Research on Zebra TechnologiesMay 31, 2026 · Watch |
FY2025 |
| 216 |
Exelixis Inc
EXEL · US
|
$13B |
64/100
Medium
|
14.0%low -78.6% |
9 yr |
Net cash |
96% |
Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second ActJul 16, 2026 · Hold |
FY2025 |
| 217 |
Broadcom Inc
AVGO · US
|
$1.9T |
63/100
Medium
|
24.2%low -7.9% |
9 yr |
0.6× |
58% |
Broadcom: AI Revenue Grew 143% to 10.8 Billion Dollars, but 389.28 Dollars Buys the Base Case at a 1.30% Owner-Earnings Yield Against 4.74% TreasuriesAug 1, 2026 · Hold |
FY2025 |
| 218 |
Siemens AG ADR
SIEGY · US
|
$249B |
63/100
Medium
|
13.4%low 7.6% |
10 yr+ |
0.6× |
35% |
Siemens AG (SIE.XETRA) Zen Horizon Research ReportJun 9, 2026 · Watch |
FY2025 |
| 219 |
Mondelez International Inc
MDLZ · US
|
$80B |
63/100
Medium
|
12.7%low 6.5% |
10 yr+ |
0.8× |
38% |
MDLZ: Investment Research Through a Long-Term Business Owner's LensMay 22, 2026 · Watch |
FY2025 |
| 220 |
STERIS plc
STE · US
|
$22B |
63/100
Medium
|
7.6%low 1.8% |
10 yr+ |
0.2× |
43% |
STERIS plc: A Long-Term Owner's PerspectiveMay 29, 2026 · Watch |
FY2026 |
| 221 |
Intercontinental Exchange Inc
ICE · US
|
$86B |
62/100
Medium
|
11.2%low 6.4% |
10 yr+ |
0.6× |
56% |
Intercontinental Exchange from a Long-Term Business Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |
| 222 |
Ciena Corp
CIEN · US
|
$53B |
62/100
Medium
|
11.5%low -17.9% |
7 yr |
0.1× |
44% |
Ciena: A Long-Term Value Investing AnalysisMay 24, 2026 · Watch |
FY2025 |
| 223 |
Jabil Circuit Inc
JBL · US
|
$33B |
62/100
Medium
|
24.4%low 3.0% |
10 yr+ |
0.9× |
8% |
Jabil Inc.: An In-Depth Value Investing AnalysisMay 27, 2026 · Watch |
FY2025 |
| 224 |
DaVita HealthCare Partners Inc
DVA · US
|
$15B |
62/100
Medium
|
27.6%low 3.2% |
10 yr+ |
10.4× |
29% |
DaVita In-Depth Value Investing ResearchMay 30, 2026 · Watch |
FY2025 |
| 225 |
ServiceNow Inc
NOW · US
|
$115B |
61/100
Medium
|
-4.1%low -116.8% |
7 yr |
Net cash |
77% |
ServiceNow: A Value Investing StudyMay 25, 2026 · Watch |
FY2025 |
| 226 |
TE Connectivity Ltd
TEL · US
|
$60B |
61/100
Medium
|
18.1%low -2.6% |
5 yr |
0.4× |
32% |
TE Connectivity Deep Value Investment AnalysisMay 27, 2026 · Watch |
FY2025 |
| 227 |
Celestica Inc.
CLS · US
|
$39B |
61/100
Medium
|
12.8%low 4.3% |
10 yr+ |
0.1× |
8% |
Celestica Inc. Deep-Dive ResearchJun 12, 2026 · Hold |
FY2025 |
| 228 |
Caterpillar Inc
CAT · US
|
$375B |
60/100
Medium
|
34.1%low -0.5% |
9 yr |
1.6× |
31% |
Caterpillar Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 229 |
Flex Ltd
FLEX · US
|
$42B |
60/100
Medium
|
14.1%low 3.1% |
10 yr+ |
0.4× |
7% |
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the ReratingJul 22, 2026 · Hold |
FY2026 |
| 230 |
Arm Holdings plc American Depositary Shares
ARM · US
|
$256B |
59/100
Medium
|
11.3%low 5.8% |
6 yr |
Net cash |
92% |
Arm Holdings: A Deep-Dive Value AnalysisMay 21, 2026 · Watch |
FY2026 |
| 231 |
Vertex Pharmaceuticals Inc
VRTX · US
|
$121B |
59/100
Medium
|
18.8%low -8.4% |
1 yr |
Net cash |
87% |
Vertex Pharmaceuticals: A Long-Term Owner's ViewMay 23, 2026 · Watch |
FY2025 |
| 232 |
Northern Trust Corporation
NTRS · US
|
$33B |
59/100
Medium
|
10.3%low 0.7% |
10 yr+ |
Net cash |
82% |
Northern Trust: A Study of Custody-Banking and Wealth-Management InfrastructureMay 28, 2026 · Watch |
FY2025 |
| 233 |
Laboratory Corporation of America Holdings
LH · US
|
$25B |
59/100
Medium
|
13.3%low 5.3% |
10 yr+ |
0.8× |
31% |
Labcorp Holdings: A Value-Investing Deep DiveMay 29, 2026 · Watch |
FY2025 |
| 234 |
Amkor Technology Inc
AMKR · US
|
$12B |
59/100
Medium
|
12.4%low 6.2% |
10 yr+ |
Net cash |
17% |
Amkor (AMKR) Zen Horizon ReportJun 5, 2026 · Watch |
FY2025 |
| 235 |
Eli Lilly and Company
LLY · US
|
$1.0T |
58/100
Medium
|
45.5%low -1.8% |
8 yr |
1.3× |
78% |
Eli Lilly Deep Value Research: A Great Company at Too High a PriceMay 25, 2026 · Watch |
FY2025 |
| 236 |
CRH PLC ADR
CRH · US
|
$63B |
58/100
Medium
|
12.0%low 5.4% |
10 yr+ |
0.7× |
33% |
CRH plc: An Investment Study Through the Lens of a Long-Term Business OwnerMay 26, 2026 · Cautious Buy |
FY2025 |
| 237 |
Nucor Corp
NUE · US
|
$59B |
58/100
Medium
|
19.8%low 6.7% |
10 yr+ |
0.2× |
17% |
Nucor Corporation Investment Research ReportMay 27, 2026 · Watch |
FY2025 |
| 238 |
Chipotle Mexican Grill Inc
CMG · US
|
$47B |
58/100
Medium
|
26.8%low 1.6% |
10 yr+ |
3.1× |
21% |
Chipotle Mexican Grill: A Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 239 |
Gen Digital Inc.
GEN · US
|
$16B |
58/100
Medium
|
29.3%low -3.0% |
9 yr |
3.0× |
81% |
Gen Digital In-Depth Value Investment ResearchMay 30, 2026 · Watch |
FY2026 |
| 240 |
Godaddy Inc
GDDY · US
|
$11B |
58/100
Medium
|
36.6%low -3.0% |
5 yr |
12.9× |
65% |
GoDaddy Long-Term Value Investment ResearchMay 31, 2026 · Cautious Buy |
FY2025 |
| 241 |
Dell Technologies Inc
DELL · US
|
$262B |
57/100
Medium
|
20.6%‡low -4.7% |
7 yr |
— |
23% |
Dell Technologies Deep Value ResearchMay 25, 2026 · Watch |
FY2026 |
| 242 |
Nasdaq Inc
NDAQ · US
|
$53B |
57/100
Medium
|
12.2%low 2.0% |
10 yr+ |
0.7× |
40% |
Nasdaq Investment MemoMay 27, 2026 · Watch |
FY2025 |
| 243 |
Iron Mountain Incorporated
IRM · US
|
$36B |
57/100
Medium
|
29.6%low 5.4% |
10 yr+ |
— |
54% |
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital SpendingMay 27, 2026 · Watch |
FY2025 |
| 244 |
SS&C Technologies Holdings Inc
SSNC · US
|
$18B |
57/100
Medium
|
9.6%low 2.3% |
10 yr+ |
0.6× |
46% |
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap EnoughJul 18, 2026 · Hold |
FY2025 |
| 245 |
eBay Inc
EBAY · US
|
$51B |
56/100
Medium
|
36.9%low -24.6% |
3 yr |
1.0× |
75% |
eBay as a Long-Term Business Asset: A Value AnalysisMay 27, 2026 · Watch |
FY2025 |
| 246 |
Vulcan Materials Company
VMC · US
|
$35B |
56/100
Medium
|
10.7%low 8.3% |
10 yr+ |
0.6× |
26% |
Vulcan Materials Company: In-Depth Value Investing AnalysisMay 28, 2026 · Watch |
FY2025 |
| 247 |
Incyte Corporation
INCY · US
|
$24B |
56/100
Medium
|
8.8%low -19.2% |
5 yr |
Net cash |
94% |
Incyte Zen Horizon Analysis ReportMay 28, 2026 · Watch |
FY2025 |
| 248 |
Ralph Lauren Corp Class A
RL · US
|
$23B |
56/100
Medium
|
15.8%low -4.6% |
5 yr |
0.3× |
64% |
Ralph Lauren: An Investment Study from the Perspective of a Long-Term Business OwnerMay 29, 2026 · Watch |
FY2026 |
| 249 |
Moog Inc
MOG-A · US
|
$12B |
56/100
Medium
|
10.2%low 0.7% |
10 yr+ |
0.4× |
27% |
Moog Long-Term Owner's View ResearchJun 3, 2026 · Watch |
FY2025 |
| 250 |
Goldman Sachs Group Inc
GS · US
|
$309B |
55/100
Medium
|
10.7%low 5.2% |
10 yr+ |
Net cash |
65% |
Goldman Sachs Group Deep Value Investing AnalysisMay 25, 2026 · Watch |
FY2025 |
| 251 |
Qualcomm Incorporated
QCOM · US
|
$155B |
55/100
Medium
|
-17.1%low -534.9% |
7 yr |
0.2× |
58% |
Qualcomm Long-Term Owner-Oriented ResearchMay 23, 2026 · Watch |
FY2025 |
| 252 |
Ecolab Inc
ECL · US
|
$78B |
55/100
Medium
|
14.7%low -19.5% |
5 yr |
0.9× |
42% |
Ecolab Deep Value Investment AnalysisMay 26, 2026 · Watch |
FY2025 |
| 253 |
Kenvue Inc.
KVUE · US
|
$37B |
55/100
Medium
|
9.1%low -4.8% |
5 yr |
0.7× |
56% |
Kenvue Inc: In-Depth Value Investing AnalysisMay 28, 2026 · Watch |
FY2025 |
| 254 |
DexCom Inc
DXCM · US
|
$31B |
55/100
Medium
|
9.5%low -23.1% |
7 yr |
Net cash |
65% |
DexCom Investment Research ReportMay 22, 2026 · Watch |
FY2025 |
| 255 |
Vicor Corporation
VICR · US
|
$9.6B |
55/100
Medium
|
7.1%low -4.8% |
9 yr |
Net cash |
48% |
Vicor: A Real Power-Delivery Specialist, Already Priced For AI's PromiseJul 14, 2026 · Watch |
FY2025 |
| 256 |
Interactive Brokers Group Inc
IBKR · US
|
$149B |
54/100
Medium
|
2.9%low 1.2% |
10 yr+ |
Net cash |
78% |
Interactive Brokers: A Long-Term Owner's ViewMay 25, 2026 · Watch |
FY2025 |
| 257 |
Westinghouse Air Brake Technologies Corp
WAB · US
|
$49B |
54/100
Medium
|
8.1%low 3.3% |
10 yr+ |
0.4× |
30% |
Wabtec: A Long-Term Business-Owner's AnalysisMay 27, 2026 · Watch |
FY2025 |
| 258 |
Sanmina Corporation
SANM · US
|
$9.9B |
54/100
Medium
|
9.2%low -6.5% |
7 yr |
Net cash |
8% |
Sanmina CorporationJul 23, 2026 · Hold |
FY2025 |
| 259 |
Quanta Services Inc
PWR · US
|
$100B |
53/100
Medium
|
9.7%low 5.9% |
10 yr+ |
0.7× |
13% |
Quanta Services: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 260 |
Boston Scientific Corp
BSX · US
|
$69B |
53/100
Medium
|
9.8%low -0.5% |
5 yr |
0.4× |
63% |
Boston Scientific BSX Investment Research from a Long-Term Business Owner's PerspectiveMay 24, 2026 · Watch |
FY2025 |
| 261 |
Sumitomo Electric Industries Ltd ADR
SMTOY · US
|
$41B |
53/100
Medium
|
7.2%low 3.5% |
10 yr+ |
0.2× |
18% |
Sumitomo Electric Industries: The Transition Is Real, But So Is the PriceJul 15, 2026 · Hold |
FY2026 |
| 262 |
IQVIA Holdings Inc
IQV · US
|
$39B |
53/100
Medium
|
13.0%low 1.3% |
10 yr+ |
2.2× |
33% |
IQVIA Holdings: A Deep-Dive Value Investing StudyMay 28, 2026 · Watch |
FY2025 |
| 263 |
Tapestry Inc
TPR · US
|
$31B |
53/100
Medium
|
19.2%low -28.6% |
5 yr |
3.2× |
69% |
Tapestry: A Deep-Dive Investment StudyMay 28, 2026 · Watch |
FY2025 |
| 264 |
SBA Communications Corp
SBAC · US
|
$19B |
53/100
Medium
|
10.1%‡low 6.5% |
10 yr+ |
— |
72% |
SBA Communications Value Investing AnalysisMay 29, 2026 · Watch |
FY2025 |
| 265 |
Rogers Communications Inc
RCI · US
|
$18B |
53/100
Medium
|
19.8%low 8.1% |
10 yr+ |
2.4× |
40% |
Rogers Communications: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2025 |
| 266 |
Alliant Energy Corp
LNT · US
|
$18B |
53/100
Medium
|
10.8%low 9.9% |
10 yr+ |
1.6× |
40% |
Alliant Energy LNT Research from a Long-Term Business Owner's PerspectiveMay 30, 2026 · Watch |
FY2025 |
| 267 |
Insulet Corporation
PODD · US
|
$11B |
53/100
Medium
|
3.8%low -45.7% |
8 yr |
0.2× |
65% |
Insulet Corporation: A Long-Term Owner's PerspectiveMay 31, 2026 · Watch |
FY2025 |
| 268 |
FormFactor Inc
FORM · US
|
$8.3B |
53/100
Medium
|
8.0%low -1.6% |
9 yr |
Net cash |
39% |
FormFactor (FORM.US) Buffett Framework Deep-Dive ResearchJun 9, 2026 · Watch |
FY2025 |
| 269 |
Seagate Technology PLC
STX · US
|
$194B |
52/100
Medium
|
59.0%low 56.2% |
3 yr |
0.9× |
30% |
Seagate Technology: A Deep Value-Investing StudyMay 20, 2026 · Watch |
FY2026 |
| 270 |
Workday Inc
WDAY · US
|
$40B |
52/100
Medium
|
-7.7%low -33.1% |
3 yr |
Net cash |
72% |
Workday: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2026 |
| 271 |
CF Industries Holdings Inc
CF · US
|
$19B |
52/100
Medium
|
20.4%low -4.3% |
9 yr |
0.4× |
30% |
CF Industries: A Long-Term Value Investing AnalysisMay 24, 2026 · Watch |
FY2025 |
| 272 |
Equinix Inc
EQIX · US
|
$101B |
51/100
Medium
|
5.5%low 2.9% |
10 yr+ |
1.4× |
49% |
Equinix Long-Term Owner's Perspective ResearchMay 25, 2026 · Watch |
FY2025 |
| 273 |
Cigna Corp
CI · US
|
$74B |
51/100
Medium
|
12.5%low 6.4% |
10 yr+ |
0.6× |
19% |
The Cigna Group Long-Term Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 274 |
ONEOK Inc
OKE · US
|
$57B |
51/100
Medium
|
21.6%low 7.0% |
10 yr+ |
1.5× |
20% |
ONEOK In-Depth Value Investing AnalysisMay 27, 2026 · Cautious Buy |
FY2025 |
| 275 |
WEC Energy Group Inc
WEC · US
|
$36B |
51/100
Medium
|
11.6%low 10.5% |
10 yr+ |
1.6× |
39% |
WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced InMay 27, 2026 · Watch |
FY2025 |
| 276 |
Pure Storage Inc
PSTG · US
|
$22B |
51/100
Medium
|
-15.8%low -51.2% |
4 yr |
Net cash |
68% |
Pure Storage: An All-Flash Foundation and the Hyperscaler NarrativeJun 14, 2026 · Hold |
FY2026 |
| 277 |
PTC Inc
PTC · US
|
$16B |
51/100
Medium
|
8.4%low -6.5% |
6 yr |
0.3× |
77% |
PTC Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 278 |
Futu Holdings Ltd
FUTU · US
|
$15B |
50/100
Medium
|
6.3%low -70.9% |
8 yr |
Net cash |
76% |
Futu Holdings In-Depth Research ReportMay 24, 2026 · Watch |
FY2025 |
| 279 |
Applovin Corp
APP · US
|
$133B |
49/100
Weak
|
28.0%low -10.1% |
3 yr |
0.5× |
75% |
AppLovin Corporation In-Depth Value Investment ResearchMay 21, 2026 · Watch |
FY2025 |
| 280 |
Valero Energy Corporation
VLO · US
|
$90B |
49/100
Weak
|
15.3%low -7.6% |
5 yr |
0.3× |
5% |
Valero Energy Corporation: A Long-Term Value Investing StudyMay 26, 2026 · Watch |
FY2025 |
| 281 |
Qiagen NV
QGEN · US
|
$7.5B |
49/100
Weak
|
7.4%low -1.6% |
6 yr |
0.1× |
63% |
QIAGEN: Sticky Workflow Economics With Takeover Optionality Already in the PriceJul 17, 2026 · Hold |
FY2025 |
| 282 |
Linde plc Ordinary Shares
LIN · US
|
$221B |
48/100
Weak
|
13.9%low 4.7% |
10 yr+ |
0.6× |
32% |
In-Depth Value Investment Analysis of Linde plcMay 22, 2026 · Watch |
FY2025 |
| 283 |
nVent Electric PLC
NVT · US
|
$25B |
48/100
Weak
|
10.5%low -2.0% |
5 yr |
0.4× |
39% |
nVent Electric (NVT) Zen Horizon Research ReportJun 8, 2026 · Hold |
FY2025 |
| 284 |
UDR Inc
UDR · US
|
$14B |
48/100
Weak
|
5.2%low 1.6% |
10 yr+ |
1.9× |
23% |
UDR Deep Value Investment ResearchMay 30, 2026 · Watch |
FY2025 |
| 285 |
On Holding Ltd
ONON · US
|
$13B |
48/100
Weak
|
1.3%low -20.1% |
4 yr |
Net cash |
58% |
On Holding: Premium Growth, Priced for PerfectionJun 17, 2026 · Hold |
FY2025 |
| 286 |
MercadoLibre Inc.
MELI · US
|
$95B |
47/100
Weak
|
15.4%low -10.9% |
5 yr |
0.8× |
49% |
MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business OwnerMay 22, 2026 · Watch |
FY2025 |
| 287 |
Expedia Group Inc.
EXPE · US
|
$35B |
47/100
Weak
|
11.9%low -103.2% |
5 yr |
Net cash |
83% |
Expedia Group Deep Value Investment AnalysisMay 29, 2026 · Watch |
FY2025 |
| 288 |
TransUnion
TRU · US
|
$15B |
47/100
Weak
|
13.2%low -5.1% |
2 yr |
1.0× |
64% |
TransUnion: Strip Out the Zero-Margin FICO Royalty and the 12% to 13% Reported Growth Outlook Becomes 5% to 6%, While 78.62 Dollars Sits Above the Conservative RangeAug 2, 2026 · Hold |
FY2025 |
| 289 |
Palantir Technologies Inc.
PLTR · US
|
$295B |
46/100
Weak
|
-12.7%low -76.6% |
3 yr |
Net cash |
76% |
Palantir Through a Long-Term Owner's LensMay 18, 2026 · Watch |
FY2025 |
| 290 |
Nextera Energy Inc
NEE · US
|
$181B |
46/100
Weak
|
13.1%low 8.0% |
10 yr+ |
1.7× |
57% |
NextEra Energy: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 291 |
Airbnb Inc
ABNB · US
|
$90B |
46/100
Weak
|
-1.8%low -158.0% |
4 yr |
Net cash |
79% |
Airbnb Value Investment Deep-DiveMay 22, 2026 · Watch |
FY2025 |
| 292 |
T-Mobile US Inc
TMUS · US
|
$185B |
45/100
Weak
|
11.4%low 3.7% |
10 yr+ |
2.0× |
57% |
T-Mobile Long-Term Owner's View ResearchMay 23, 2026 · Watch |
FY2025 |
| 293 |
Marriott International Inc
MAR · US
|
$97B |
45/100
Weak
|
33.4%low -62.1% |
5 yr |
— |
19% |
Marriott International Deep Value AnalysisMay 22, 2026 · Watch |
FY2025 |
| 294 |
Wheaton Precious Metals Corp
WPM · US
|
$51B |
45/100
Weak
|
7.8%low 1.2% |
10 yr+ |
Net cash |
54% |
Wheaton Precious Metals In-Depth ResearchMay 31, 2026 · Hold |
FY2025 |
| 295 |
Ares Management LP
ARES · US
|
$42B |
45/100
Weak
|
13.9%low 5.2% |
10 yr+ |
3.1× |
60% |
Ares Management: A Deep Dive into the Alternative Asset Management PlatformMay 23, 2026 · Watch |
FY2025 |
| 296 |
Fidelity National Information Services Inc
FIS · US
|
$23B |
45/100
Weak
|
-5.7%low -61.4% |
2 yr |
0.2× |
35% |
FIS: A Contrarian Study of a Financial-Infrastructure Cash Cow in TransitionMay 28, 2026 · Cautious Buy |
FY2025 |
| 297 |
Aecom Technology Corporation
ACM · US
|
$8.7B |
45/100
Weak
|
6.4%low -7.1% |
5 yr |
0.7× |
5% |
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 CaseAug 1, 2026 · Hold |
FY2025 |
| 298 |
Amazon.com Inc
AMZN · US
|
$2.9T |
44/100
Weak
|
16.5%low -1.9% |
3 yr |
0.1× |
40% |
Amazon: AWS Demand and AI Commitments Are Real, but 230.86 USD Still Asks Investors to Fund a 200 Billion USD Capex Cycle Without a Margin of SafetyJul 29, 2026 · Hold |
FY2025 |
| 299 |
Shopify Inc
SHOP · US
|
$152B |
44/100
Weak
|
-0.3%low -42.0% |
3 yr |
Net cash |
52% |
Shopify: A Commerce Infrastructure PlatformMay 23, 2026 · Watch |
FY2025 |
| 300 |
PDD Holdings Inc.
PDD · US
|
$126B |
44/100
Weak
|
-9.1%low -81.9% |
5 yr |
Net cash |
59% |
PDD Holdings Deep-Dive Research ReportJun 2, 2026 · Watch |
FY2025 |