| 201 |
United Rentals Inc
URI · US
|
$67B |
71/100
Strong
|
30.1%low 19.6% |
10 yr+ |
1.8× |
37% |
United Rentals: A Deep Value Investment StudyMay 27, 2026 · Watch |
FY2025 |
| 202 |
UCB SA
UCB · BR
|
$45B |
71/100
Strong
|
10.2%low 3.8% |
10 yr+ |
Net cash |
71% |
UCB SA: A Specialty-Biopharma Growth Platform That Has Already Re-RatedJun 29, 2026 · Hold |
FY2025 |
| 203 |
PulteGroup Inc
PHM · US
|
$24B |
71/100
Strong
|
21.1%low 10.8% |
10 yr+ |
0.0× |
23% |
PulteGroup Value Investing Research ReportMay 29, 2026 · Watch |
FY2025 |
| 204 |
Toll Brothers Inc
TOL · US
|
$14B |
71/100
Strong
|
15.1%low 9.0% |
10 yr+ |
0.2× |
23% |
Toll Brothers Deep-Dive ResearchJun 15, 2026 · Hold |
FY2025 |
| 205 |
MediaTek Inc
2454 · Taiwan
|
$226B |
70/100
Strong
|
17.2%low 7.4% |
10 yr+ |
Net cash |
41% |
MediaTek (2454.TW) Zen Horizon Framework Deep-Dive ResearchJun 9, 2026 · Watch |
FY2025 |
| 206 |
Booking Holdings Inc
BKNG · US
|
$149B |
70/100
Strong
|
32.6%low 1.2% |
10 yr+ |
— |
99% |
Booking Holdings: A Deep Value Investing AnalysisMay 21, 2026 · Cautious Buy |
FY2025 |
| 207 |
Starbucks Corporation
SBUX · US
|
$120B |
70/100
Strong
|
45.0%‡low 12.5% |
10 yr+ |
— |
27% |
Starbucks Corporation: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2025 |
| 208 |
Comcast Corp
CMCSA · US
|
$85B |
70/100
Strong
|
17.2%low 6.6% |
10 yr+ |
1.0× |
69% |
Comcast: A Deep Value-Investing AnalysisMay 21, 2026 · Cautious Buy |
FY2025 |
| 209 |
Kroger Company
KR · US
|
$37B |
70/100
Strong
|
25.1%low 17.1% |
10 yr+ |
3.4× |
22% |
Kroger Deep Value Investment ResearchMay 27, 2026 · Watch |
FY2026 |
| 210 |
Bureau Veritas SA
BVI · Paris
|
$13B |
70/100
Strong
|
27.2%low 10.1% |
10 yr+ |
1.0× |
30% |
Bureau Veritas: Quality TIC, Priced for ReaccelerationJun 17, 2026 · Hold |
FY2025 |
| 211 |
Auras Technology Co Ltd
3324 · TWO
|
$3.3B |
70/100
Strong
|
21.2%low 10.1% |
10 yr+ |
Net cash |
20% |
Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling StackJun 20, 2026 · Hold |
FY2025 |
| 212 |
Walmart Inc.
WMT · US
|
$885B |
69/100
Strong
|
16.0%low 8.4% |
10 yr+ |
0.6× |
25% |
Walmart Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Watch |
FY2026 |
| 213 |
Thermo Fisher Scientific Inc
TMO · US
|
$213B |
69/100
Strong
|
13.3%low 8.8% |
10 yr+ |
0.5× |
44% |
Thermo Fisher: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 214 |
Eaton Corporation PLC
ETN · US
|
$150B |
69/100
Strong
|
15.3%low 9.4% |
10 yr+ |
0.5× |
40% |
Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of SafetyAug 5, 2026 · Hold |
FY2025 |
| 215 |
Woodward Inc
WWD · US
|
$21B |
69/100
Strong
|
13.2%low 9.0% |
10 yr+ |
0.2× |
25% |
Woodward: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2025 |
| 216 |
New York Times Company
NYT · US
|
$12B |
69/100
Strong
|
10.6%low 0.5% |
10 yr+ |
Net cash |
51% |
The New York Times: Bundle Economics at Full ValueJun 17, 2026 · Hold |
FY2025 |
| 217 |
Morgan Stanley
MS · US
|
$331B |
68/100
Strong
|
11.1%low 7.9% |
10 yr+ |
Net cash |
77% |
Morgan Stanley Deep Value Investment Research ReportMay 25, 2026 · Watch |
FY2025 |
| 218 |
Charles Schwab Corp
SCHW · US
|
$183B |
68/100
Strong
|
13.7%low 5.9% |
10 yr+ |
Net cash |
90% |
Charles Schwab: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 219 |
Schneider Electric S.E.
SU · Paris
|
$176B |
68/100
Strong
|
12.5%low 8.5% |
10 yr+ |
0.6× |
40% |
Schneider Electric (SU.PA) Zen Horizon Research ReportJun 5, 2026 · Watch |
FY2025 |
| 220 |
Norfolk Southern Corporation
NSC · US
|
$75B |
68/100
Strong
|
19.4%low 13.4% |
10 yr+ |
1.0× |
37% |
Norfolk Southern: A Deep Value Investment AnalysisMay 26, 2026 · Watch |
FY2025 |
| 221 |
Chow Tai Fook Jewellery Group Ltd
1929 · HK
|
$16B |
68/100
Strong
|
18.2%low 9.6% |
10 yr+ |
0.7× |
27% |
Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair ValueJun 25, 2026 · Hold |
FY2026 |
| 222 |
Amgen Inc
AMGN · US
|
$208B |
67/100
Strong
|
51.4%low 7.8% |
10 yr+ |
5.3× |
76% |
Amgen Inc. Deep-Dive Value Investing AnalysisMay 21, 2026 · Watch |
FY2025 |
| 223 |
The TJX Companies Inc
TJX · US
|
$174B |
67/100
Strong
|
50.0%low 1.5% |
10 yr+ |
0.7× |
29% |
TJX: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2026 |
| 224 |
Gilead Sciences Inc
GILD · US
|
$162B |
67/100
Strong
|
24.9%low 0.7% |
10 yr+ |
0.6× |
82% |
Gilead Sciences In-Depth Value Investment ResearchMay 22, 2026 · Watch |
FY2025 |
| 225 |
Republic Services Inc
RSG · US
|
$65B |
67/100
Strong
|
14.4%low 8.0% |
10 yr+ |
0.0× |
31% |
Republic Services: An In-Depth Value StudyMay 26, 2026 · Watch |
FY2025 |
| 226 |
State Street Corp
STT · US
|
$51B |
67/100
Strong
|
9.9%low 8.2% |
10 yr+ |
Net cash |
84% |
State Street Corporation: In-Depth Value Investing ResearchMay 27, 2026 · Watch |
FY2025 |
| 227 |
ASM International NV
ASM · Amsterdam
|
$42B |
67/100
Strong
|
16.8%low 6.7% |
10 yr+ |
Net cash |
47% |
ASM International Deep Value Investment AnalysisJun 4, 2026 · Watch |
FY2025 |
| 228 |
Asia Vital Components Co Ltd
3017 · Taiwan
|
$33B |
67/100
Strong
|
20.3%low 8.1% |
10 yr+ |
Net cash |
17% |
Asia Vital Components: Deep-Dive Research Using the Zen Horizon FrameworkJun 5, 2026 · Watch |
FY2025 |
| 229 |
Cboe Global Markets Inc
CBOE · US
|
$32B |
67/100
Strong
|
19.0%low 6.8% |
10 yr+ |
Net cash |
50% |
Cboe Global Markets In-Depth Value Investment AnalysisMay 24, 2026 · Watch |
FY2025 |
| 230 |
Hexagon AB (publ)
HEXA-B · ST
|
$25B |
67/100
Strong
|
10.6%low 6.0% |
10 yr+ |
0.3× |
64% |
Hexagon AB (HEXA-B.ST) Zen Horizon Deep-Dive Research ReportJun 9, 2026 · Watch |
FY2025 |
| 231 |
Principal Financial Group Inc
PFG · US
|
$24B |
67/100
Strong
|
14.8%low 5.7% |
10 yr+ |
Net cash |
46% |
Principal Financial Group: A Long-Term Business Owner's PerspectiveMay 29, 2026 · Watch |
FY2025 |
| 232 |
Super Micro Computer Inc
SMCI · US
|
$18B |
67/100
Strong
|
15.8%low 5.5% |
10 yr+ |
Net cash |
15% |
Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance DiscountMay 28, 2026 · Watch |
FY2025 |
| 233 |
PACCAR Inc
PCAR · US
|
$70B |
66/100
Strong
|
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
In-Depth Value Investing Research on PACCAR IncMay 22, 2026 · Watch |
FY2025 |
| 234 |
Roper Technologies Inc
ROP · US
|
$39B |
66/100
Strong
|
10.6%low 7.4% |
10 yr+ |
0.5× |
67% |
Roper Technologies Research from a Long-Term Owner's PerspectiveMay 23, 2026 · Cautious Buy |
FY2025 |
| 235 |
Caseys General Stores Inc
CASY · US
|
$32B |
66/100
Strong
|
16.9%low 14.5% |
10 yr+ |
0.6× |
23% |
Casey's General Stores In-Depth Value Investing AnalysisMay 24, 2026 · Watch |
FY2026 |
| 236 |
VeriSign Inc
VRSN · US
|
$26B |
66/100
Strong
|
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's PerspectiveMay 28, 2026 · Watch |
FY2025 |
| 237 |
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 |
| 238 |
Shenzhen Envicool Technology Co Ltd
002837 · Shenzhen
|
$8.3B |
66/100
Strong
|
12.9%low 10.0% |
10 yr+ |
Net cash |
32% |
Envicool Deep-Dive ResearchJun 14, 2026 · Watch |
FY2025 |
| 239 |
Oracle Corporation
ORCL · US
|
$374B |
65/100
Strong
|
46.3%low 7.8% |
10 yr+ |
2.9× |
76% |
Oracle CorporationJul 28, 2026 · Hold |
FY2026 |
| 240 |
Hon Hai Precision Industry Co Ltd
2317 · Taiwan
|
$131B |
65/100
Strong
|
10.4%low 7.8% |
10 yr+ |
Net cash |
6% |
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive ResearchJun 5, 2026 · Hold |
FY2025 |
| 241 |
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 |
| 242 |
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 |
| 243 |
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 |
| 244 |
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 |
| 245 |
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 |
| 246 |
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 |
| 247 |
Air Liquide SA
AI · Paris
|
$117B |
64/100
Medium
|
12.3%low 11.0% |
10 yr+ |
0.4× |
59% |
Air Liquide (AI.PA) Buffett Framework Deep-Dive ResearchJun 9, 2026 · Watch |
FY2025 |
| 248 |
Luxshare Precision Industry Co Ltd
002475 · Shenzhen
|
$62B |
64/100
Medium
|
18.8%low 10.3% |
10 yr+ |
Net cash |
16% |
Luxshare Precision: A Good Company, but Only a Fair PriceJul 21, 2026 · Hold |
FY2025 |
| 249 |
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 |
| 250 |
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 |
| 251 |
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 |
| 252 |
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 |
| 253 |
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 |
| 254 |
Rheinmetall AG
RHM · XETRA
|
$57B |
63/100
Medium
|
13.5%low 0.1% |
10 yr+ |
Net cash |
47% |
Rheinmetall: Respect Without Urgency for a Re-Rated Defence PrimeJul 23, 2026 · Hold |
FY2025 |
| 255 |
Yageo Corp
2327 · Taiwan
|
$55B |
63/100
Medium
|
21.4%low 12.1% |
10 yr+ |
0.3× |
38% |
Yageo Corporation Deep-Dive ResearchJun 14, 2026 · Hold |
FY2025 |
| 256 |
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 |
| 257 |
Sieyuan Electric Co Ltd
002028 · Shenzhen
|
$17B |
63/100
Medium
|
12.5%low 5.7% |
10 yr+ |
Net cash |
29% |
Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of SafetyJul 11, 2026 · Watch |
FY2025 |
| 258 |
Mowi ASA
MOWI · OL
|
$12B |
63/100
Medium
|
16.5%low 4.3% |
10 yr+ |
0.5× |
53% |
Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, PriceJul 2, 2026 · Hold |
FY2025 |
| 259 |
Contemporary Amperex Technology Co., Limite
3750 · HK
|
$380B |
62/100
Medium
|
16.7%low 8.7% |
10 yr+ |
Net cash |
29% |
CATL: A Zen Horizon Framework Deep DiveJun 4, 2026 · Cautious Buy |
FY2025 |
| 260 |
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 |
| 261 |
WuXi AppTec Co Ltd H
2359 · HK
|
$61B |
62/100
Medium
|
15.9%low 9.1% |
10 yr+ |
Net cash |
40% |
WuXi AppTec Zen Horizon Framework Deep Dive: A Fine Business, a Fair Price, and an Unresolved Geopolitical CatchJun 5, 2026 · Watch |
FY2025 |
| 262 |
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 |
| 263 |
JSC National Atomic Company Kazatomprom
KAP · IL
|
$23B |
62/100
Medium
|
25.5%low 11.8% |
10 yr+ |
— |
41% |
Kazatomprom (KAP.IL) Zen Horizon Deep-Dive ReportJun 9, 2026 · Watch |
FY2025 |
| 264 |
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 |
| 265 |
Powertech Technology Inc
6239 · Taiwan
|
$7.9B |
62/100
Medium
|
14.3%low 9.8% |
10 yr+ |
0.3× |
20% |
Powertech Technology Deep-Dive ResearchJun 11, 2026 · Watch |
FY2025 |
| 266 |
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 |
| 267 |
Shengyi Technology Co Ltd
600183 · Shanghai
|
$36B |
61/100
Medium
|
15.5%low 8.3% |
10 yr+ |
0.0× |
22% |
Shengyi Technology Long-Term Owner's Perspective ResearchJun 9, 2026 · Avoid |
FY2025 |
| 268 |
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 |
| 269 |
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 |
| 270 |
Sany Heavy Industry Co Ltd
600031 · Shanghai
|
$26B |
59/100
Medium
|
13.1%low 0.9% |
10 yr+ |
Net cash |
28% |
SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic RecoveryMay 28, 2026 · Hold |
FY2025 |
| 271 |
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 |
| 272 |
Jiangsu Hengli Hydraulic Co Ltd
601100 · Shanghai
|
$20B |
59/100
Medium
|
18.1%low 2.0% |
10 yr+ |
Net cash |
38% |
Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot StoryJul 25, 2026 · Hold |
FY2025 |
| 273 |
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 |
| 274 |
Inventec Corp
2356 · Taiwan
|
$9.6B |
59/100
Medium
|
11.1%low 10.0% |
10 yr+ |
0.4× |
5% |
Inventec: An AI-Server Manufacturer Still Earning Assembly MarginsJun 21, 2026 · Hold |
FY2025 |
| 275 |
Eoptolink Technology Inc Ltd
300502 · Shenzhen
|
$77B |
58/100
Medium
|
18.9%low 2.8% |
10 yr+ |
Net cash |
32% |
Eoptolink Research from a Long-Term Business Owner's PerspectiveMay 21, 2026 · Watch |
FY2025 |
| 276 |
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 |
| 277 |
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 |
| 278 |
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 |
| 279 |
Saab AB (publ)
SAAB-B · ST
|
$31B |
58/100
Medium
|
9.3%low 5.0% |
10 yr+ |
Net cash |
22% |
Saab: Europe's Sovereign Defense Franchise Is Real, but the Margin of Safety Is GoneJul 10, 2026 · Hold |
FY2025 |
| 280 |
WUS Printed Circuit Kunshan Co Ltd
002463 · Shenzhen
|
$28B |
58/100
Medium
|
16.3%low 3.9% |
10 yr+ |
Net cash |
25% |
Long-Term Value Research on WUS Printed CircuitJun 9, 2026 · Watch |
FY2025 |
| 281 |
Red Avenue New Materials Group Co Ltd
603650 · Shanghai
|
$4.7B |
58/100
Medium
|
16.5%low 9.8% |
10 yr+ |
0.4× |
29% |
Tongcheng New Material: A Long-Term Business Owner's StudyMay 20, 2026 · Watch |
FY2025 |
| 282 |
Henan Pinggao Electric Co Ltd
600312 · Shanghai
|
$3.7B |
58/100
Medium
|
5.9%low 0.8% |
10 yr+ |
Net cash |
18% |
Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet RevenueJul 4, 2026 · Hold |
FY2025 |
| 283 |
Samsung Electronics Co Ltd
005930 · Korea
|
$1.7T |
57/100
Medium
|
12.1%low 4.1% |
10 yr+ |
Net cash |
38% |
Samsung Electronics: A Long-Term Owner's PerspectiveMay 22, 2026 · Watch |
FY2025 |
| 284 |
Zijin Mining Group Co Ltd Class A
601899 · Shanghai
|
$123B |
57/100
Medium
|
16.2%low 6.6% |
10 yr+ |
0.5× |
16% |
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go RightJul 22, 2026 · Hold |
FY2025 |
| 285 |
ASE Industrial Holding Co Ltd
3711 · Taiwan
|
$84B |
57/100
Medium
|
13.5%low 8.5% |
10 yr+ |
0.5× |
18% |
ASE Technology Holding: An In-Depth Value Investing StudyMay 22, 2026 · Watch |
FY2025 |
| 286 |
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 |
| 287 |
Compagnie de Saint-Gobain S.A.
SGO · Paris
|
$43B |
57/100
Medium
|
8.7%low 2.2% |
10 yr+ |
0.4× |
26% |
Saint-Gobain: A Higher Margin Floor Is Proven, but at 74.16 EUR the Price Sits Above the 64 EUR Conservative ValueJul 29, 2026 · Hold |
FY2025 |
| 288 |
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 |
| 289 |
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 |
| 290 |
Inspur Electronic Info Industr
000977 · Shenzhen
|
$15B |
57/100
Medium
|
9.8%low 5.9% |
10 yr+ |
Net cash |
10% |
Inspur Information Deep-Dive ResearchJun 14, 2026 · Hold |
FY2025 |
| 291 |
Anji Microelectronics Tech Co Ltd
688019 · Shanghai
|
$7.6B |
57/100
Medium
|
15.4%low 7.4% |
10 yr+ |
Net cash |
58% |
Anji Microelectronics: A High-Quality Compounder, but a Better Company Than StockJun 29, 2026 · Watch |
FY2025 |
| 292 |
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 |
| 293 |
WuXi Biologics
2269 · HK
|
$20B |
56/100
Medium
|
13.2%low 6.3% |
10 yr+ |
Net cash |
43% |
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical DiscountJun 12, 2026 · Hold |
FY2025 |
| 294 |
Accelink Technologies Co Ltd
002281 · Shenzhen
|
$20B |
56/100
Medium
|
9.2%low 7.3% |
10 yr+ |
Net cash |
21% |
Accelink Technologies: AI Datacom Growth Racing Against a Stretched ValuationJun 14, 2026 · Avoid |
FY2025 |
| 295 |
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 |
| 296 |
Ningbo Orient Wires and Cables Co Ltd
603606 · Shanghai
|
$4.8B |
56/100
Medium
|
15.4%low 3.2% |
10 yr+ |
Net cash |
21% |
Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog ConversionJul 17, 2026 · Watch |
FY2025 |
| 297 |
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 |
| 298 |
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 |
| 299 |
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 |
| 300 |
King Yuan Electronics Co Ltd
2449 · Taiwan
|
$12B |
54/100
Medium
|
14.2%low 7.3% |
10 yr+ |
0.3× |
31% |
KYEC Deep-Dive ResearchJun 14, 2026 · Hold |
FY2025 |