Screen · Berkshire Criteria

Buffett Quality Screen

Buffett's "wonderful business" criteria, quantified into six dimensions: earnings record (20), ROE quality (25 — Fortune's double standard), low leverage (15), pricing power (15), business stability (15) and capital efficiency (10), for a 0–100 total. The entry gate is the first of Berkshire's acquisition criteria — at least $50M average pre-tax earnings over the last three fiscal years (banks and insurers excluded, as leverage is their business model; investment trusts and closed-end funds excluded, as they are portfolios rather than operating companies). Recomputed periodically from each company's last ten fiscal years; cross-listings merged by canonical ticker. Hover the score for the six-dimension breakdown; companies we cover link to their report. Filtered by Has report: 618 match(clear filters) · page 5 of 7.

# Ticker Mkt Cap Score Baillie 10Y ROE Profit Streak Net Debt/Eq Gross Margin Report FY
401 Inventec Corp 2356 · Taiwan $9.6B
59/100 Medium
40/100 11.1%low 10.0% 10 yr+ 0.4× 5% Inventec: An AI-Server Manufacturer Still Earning Assembly MarginsJun 21, 2026 · Hold FY2025
402 Eli Lilly and Company LLY · US $1.0T
58/100 Medium
55/100 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
403 Airbus Group SE AIR · Paris $172B
58/100 Medium
46/100 18.1%low -22.8% 5 yr Net cash 14% Airbus SE Deep-Dive ResearchJun 15, 2026 · Hold FY2025
404 Eoptolink Technology Inc Ltd 300502 · Shenzhen $77B
58/100 Medium
46/100 18.9%low 2.8% 10 yr+ Net cash 32% Eoptolink Research from a Long-Term Business Owner's PerspectiveMay 21, 2026 · Watch FY2025
405 CRH PLC ADR CRH · US $63B
58/100 Medium
43/100 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
406 Nucor Corp NUE · US $59B
58/100 Medium
41/100 19.8%low 6.7% 10 yr+ 0.2× 17% Nucor Corporation Investment Research ReportMay 27, 2026 · Watch FY2025
407 Chipotle Mexican Grill Inc CMG · US $47B
58/100 Medium
43/100 26.8%low 1.6% 10 yr+ 3.1× 21% Chipotle Mexican Grill: A Long-Term Value Investment AnalysisMay 24, 2026 · Watch FY2025
408 Royalty Pharma Plc RPRX · US $34B
58/100 Medium
50/100 16.4%low 0.8% 10 yr+ 1.3× 100% Royalty Pharma: $3.254bn of Portfolio Receipts and 48% Deal Share Meet a 24% Expiry Wall by 2030 and a $58.41 Price That Already Pays for the PlatformSep 20, 2026 · Hold FY2025
409 Saab AB (publ) SAAB-B · ST $31B
58/100 Medium
49/100 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
410 WUS Printed Circuit Kunshan Co Ltd 002463 · Shenzhen $28B
58/100 Medium
50/100 16.3%low 3.9% 10 yr+ Net cash 25% Long-Term Value Research on WUS Printed CircuitJun 9, 2026 · Watch FY2025
411 Gen Digital Inc. GEN · US $16B
58/100 Medium
47/100 29.3%low -3.0% 9 yr 3.0× 81% Gen Digital In-Depth Value Investment ResearchMay 30, 2026 · Watch FY2026
412 Godaddy Inc GDDY · US $11B
58/100 Medium
47/100 36.6%low -3.0% 5 yr 12.9× 65% GoDaddy Long-Term Value Investment ResearchMay 31, 2026 · Cautious Buy FY2025
413 Red Avenue New Materials Group Co Ltd 603650 · Shanghai $4.7B
58/100 Medium
45/100 16.5%low 9.8% 10 yr+ 0.4× 29% Tongcheng New Material: A Long-Term Business Owner's StudyMay 20, 2026 · Watch FY2025
414 Henan Pinggao Electric Co Ltd 600312 · Shanghai $3.7B
58/100 Medium
34/100 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
415 Samsung Electronics Co Ltd 005930 · Korea $1.7T
57/100 Medium
38/100 12.1%low 4.1% 10 yr+ Net cash 38% 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 ValueAug 6, 2026 · Hold FY2025
416 Dell Technologies Inc DELL · US $262B
57/100 Medium
48/100 20.6%low -4.7% 7 yr 23% Dell Technologies Deep Value ResearchMay 25, 2026 · Watch FY2026
417 Zijin Mining Group Co Ltd Class A 601899 · Shanghai $123B
57/100 Medium
38/100 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
418 ASE Industrial Holding Co Ltd 3711 · Taiwan $84B
57/100 Medium
42/100 13.5%low 8.5% 10 yr+ 0.5× 18% ASE Technology Holding: An In-Depth Value Investing StudyMay 22, 2026 · Watch FY2025
419 Nasdaq Inc NDAQ · US $53B
57/100 Medium
50/100 12.2%low 2.0% 10 yr+ 0.7× 40% Nasdaq Investment MemoMay 27, 2026 · Watch FY2025
420 Compagnie de Saint-Gobain S.A. SGO · Paris $43B
57/100 Medium
48/100 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
421 Iron Mountain Incorporated IRM · US $36B
57/100 Medium
47/100 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
422 SS&C Technologies Holdings Inc SSNC · US $18B
57/100 Medium
46/100 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
423 Inspur Electronic Info Industr 000977 · Shenzhen $15B
57/100 Medium
38/100 9.8%low 5.9% 10 yr+ Net cash 10% Inspur Information Deep-Dive ResearchJun 14, 2026 · Hold FY2025
424 Stonex Group Inc SNEX · US $9.3B
57/100 Medium
43/100 19.0%low 1.4% 10 yr+ 7.1× 1% StoneX Group: Two 3-for-2 Splits in One Fiscal Year Break the EPS Series, RJO Lifts Q3 Net Income 102%, and 200bp of Rate Cuts Would Take $0.76 Off $4.19 Trailing EPSSep 16, 2026 · Hold FY2025
425 Anji Microelectronics Tech Co Ltd 688019 · Shanghai $7.6B
57/100 Medium
52/100 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
426 Brinks Company BCO · US $4.9B
57/100 Medium
41/100 26.3%low -20.0% 7 yr 9.6× 23% Brink's: A 9.1% Owner-Earnings Yield and 14 Straight Quarters of AMS/DRS Growth Meet a $7.3 Billion Pro-Forma Net-Debt Bet on NCR AtleosSep 18, 2026 · Watch FY2025
427 Compass Group PLC CPG · LSE
57/100 Medium
45/100 26.7%low 2.8% 10 yr+ 0.8× 24% Compass Group: A Fifth Year of 4–5% Net-New Business and 96% Retention Make the Compounding Real, but at $31.10 a 5.1% Owner-Earnings Yield and 1.7x Leverage Leave No Conservative-Case Margin of SafetySep 18, 2026 · Hold FY2025
428 Xiaomi Corp 1810 · HK $95B
56/100 Medium
48/100 12.8%low 1.7% 8 yr Net cash 16% Xiaomi Group Long-Term Owner-Oriented ResearchMay 17, 2026 · Watch FY2025
429 eBay Inc EBAY · US $51B
56/100 Medium
42/100 36.9%low -24.6% 3 yr 1.0× 75% eBay as a Long-Term Business Asset: A Value AnalysisMay 27, 2026 · Watch FY2025
430 Vulcan Materials Company VMC · US $35B
56/100 Medium
43/100 10.7%low 8.3% 10 yr+ 0.6× 26% Vulcan Materials Company: In-Depth Value Investing AnalysisMay 28, 2026 · Watch FY2025
431 Incyte Corporation INCY · US $24B
56/100 Medium
47/100 8.8%low -19.2% 5 yr Net cash 94% Incyte Zen Horizon Analysis ReportMay 28, 2026 · Watch FY2025
432 Ralph Lauren Corp Class A RL · US $23B
56/100 Medium
44/100 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
433 WuXi Biologics 2269 · HK $20B
56/100 Medium
52/100 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
434 Accelink Technologies Co Ltd 002281 · Shenzhen $20B
56/100 Medium
44/100 9.2%low 7.3% 10 yr+ Net cash 21% Accelink Technologies: AI Datacom Growth Racing Against a Stretched ValuationJun 14, 2026 · Avoid FY2025
435 Hwatsing Technology Co. Ltd. A 688120 · Shanghai $18B
56/100 Medium
43/100 15.8%low 10.5% 6 yr 43% Hwatsing Technology: A Real CMP Champion, Priced as if the Platform Story Is Already WonJul 5, 2026 · Avoid FY2025
436 Nextracker Inc. Class A Common Stock NXT · US $14B
56/100 Medium
41/100 25.2%low -0.4% 7 yr Net cash 21% Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be EarnedAug 25, 2026 · Hold FY2026
437 Moog Inc MOG-A · US $12B
56/100 Medium
35/100 10.2%low 0.7% 10 yr+ 0.4× 27% Moog Long-Term Owner's View ResearchJun 3, 2026 · Watch FY2025
438 Trelleborg AB (publ) TREL-B · ST $10B
56/100 Medium
33/100 12.4%low -0.7% 6 yr 0.2× 34% Trelleborg: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch FY2025
439 Ningbo Orient Wires and Cables Co Ltd 603606 · Shanghai $4.8B
56/100 Medium
47/100 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
440 Goldman Sachs Group Inc GS · US $309B
55/100 Medium
45/100 10.7%low 5.2% 10 yr+ Net cash 65% Goldman Sachs Group Deep Value Investing AnalysisMay 25, 2026 · Watch FY2025
441 Qualcomm Incorporated QCOM · US $155B
55/100 Medium
46/100 -17.1%low -534.9% 7 yr 0.2× 58% Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount?Aug 7, 2026 · Hold FY2025
442 Ecolab Inc ECL · US $78B
55/100 Medium
47/100 14.7%low -19.5% 5 yr 0.9× 42% Ecolab Deep Value Investment AnalysisMay 26, 2026 · Watch FY2025
443 Vinci S.A. DG · Paris $73B
55/100 Medium
44/100 14.5%low 5.9% 10 yr+ 0.6× 18% VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 2036Sep 11, 2026 · Hold FY2025
444 Kenvue Inc. KVUE · US $37B
55/100 Medium
41/100 9.1%low -4.8% 5 yr 0.7× 56% Kenvue Inc: In-Depth Value Investing AnalysisMay 28, 2026 · Watch FY2025
445 DexCom Inc DXCM · US $31B
55/100 Medium
48/100 9.5%low -23.1% 7 yr Net cash 65% DexCom Investment Research ReportMay 22, 2026 · Watch FY2025
446 adidas AG ADS · XETRA $30B
55/100 Medium
44/100 17.2%low -1.6% 2 yr 0.7× 50% adidas AG: Record Revenue, Record Doubt, and the Economics of a World CupAug 9, 2026 · Hold FY2025
447 Vicor Corporation VICR · US $9.6B
55/100 Medium
45/100 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
448 Interactive Brokers Group Inc IBKR · US $149B
54/100 Medium
52/100 2.9%low 1.2% 10 yr+ Net cash 78% Interactive Brokers: A Long-Term Owner's ViewMay 25, 2026 · Watch FY2025
449 Westinghouse Air Brake Technologies Corp WAB · US $49B
54/100 Medium
44/100 8.1%low 3.3% 10 yr+ 0.4× 30% Wabtec: A Long-Term Business-Owner's AnalysisMay 27, 2026 · Watch FY2025
450 King Yuan Electronics Co Ltd 2449 · Taiwan $12B
54/100 Medium
46/100 14.2%low 7.3% 10 yr+ 0.3× 31% KYEC Deep-Dive ResearchJun 14, 2026 · Hold FY2025
451 Sanmina Corporation SANM · US $9.9B
54/100 Medium
36/100 9.2%low -6.5% 7 yr Net cash 8% Sanmina CorporationJul 23, 2026 · Hold FY2025
452 Quanta Services Inc PWR · US $100B
53/100 Medium
43/100 9.7%low 5.9% 10 yr+ 0.7× 13% Quanta Services: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
453 Boston Scientific Corp BSX · US $69B
53/100 Medium
46/100 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
454 Sumitomo Electric Industries Ltd ADR SMTOY · US $41B
53/100 Medium
40/100 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
455 Tesco PLC TSCO · LSE $39B
53/100 Medium
38/100 9.9%low 5.7% 10 yr+ 1.0× 7% Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory ProfitSep 2, 2026 · Hold FY2026
456 IQVIA Holdings Inc IQV · US $39B
53/100 Medium
45/100 13.0%low 1.3% 10 yr+ 2.2× 33% IQVIA Holdings: A Deep-Dive Value Investing StudyMay 28, 2026 · Watch FY2025
457 Tapestry Inc TPR · US $31B
53/100 Medium
44/100 19.2%low -28.6% 5 yr 3.2× 69% Tapestry: A Deep-Dive Investment StudyMay 28, 2026 · Watch FY2025
458 SBA Communications Corp SBAC · US $19B
53/100 Medium
45/100 10.1%low 6.5% 10 yr+ 72% SBA Communications Value Investing AnalysisMay 29, 2026 · Watch FY2025
459 Rogers Communications Inc RCI · US $18B
53/100 Medium
30/100 19.8%low 8.1% 10 yr+ 2.4× 40% Rogers Communications: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch FY2025
460 Alliant Energy Corp LNT · US $18B
53/100 Medium
38/100 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
461 Insulet Corporation PODD · US $11B
53/100 Medium
51/100 3.8%low -45.7% 8 yr 0.2× 65% Insulet Corporation: A Long-Term Owner's PerspectiveMay 31, 2026 · Watch FY2025
462 FormFactor Inc FORM · US $8.3B
53/100 Medium
39/100 8.0%low -1.6% 9 yr Net cash 39% FormFactor (FORM.US) Buffett Framework Deep-Dive ResearchJun 9, 2026 · Watch FY2025
463 Seagate Technology PLC STX · US $194B
52/100 Medium
43/100 59.0%low 56.2% 3 yr 0.9× 30% Seagate Technology: A Deep Value-Investing StudyMay 20, 2026 · Watch FY2026
464 Workday Inc WDAY · US $40B
52/100 Medium
52/100 -7.7%low -33.1% 3 yr Net cash 72% Workday: A Long-Term Owner's PerspectiveMay 23, 2026 · Watch FY2026
465 CF Industries Holdings Inc CF · US $19B
52/100 Medium
40/100 20.4%low -4.3% 9 yr 0.4× 30% CF Industries: A Long-Term Value Investing AnalysisMay 24, 2026 · Watch FY2025
466 Wartsila Oyj Abp WRT1V · HE $19B
52/100 Medium
46/100 12.1%low -3.0% 3 yr Net cash 42% Wärtsilä: A Record EUR 2.849 Billion Order Quarter, 57% of Sales from Service, and No Margin of Safety at EUR 29.46Aug 24, 2026 · Hold FY2025
467 Shandong Zhongji Electrical Equipment Co Ltd 300308 · Shenzhen $141B
51/100 Medium
56/100 13.4%low 1.8% 10 yr+ Net cash 28% Innolight (Zhongji Innolight): A Deep Value Investment StudyMay 21, 2026 · Watch FY2025
468 Equinix Inc EQIX · US $101B
51/100 Medium
46/100 5.5%low 2.9% 10 yr+ 1.4× 49% Equinix Long-Term Owner's Perspective ResearchMay 25, 2026 · Watch FY2025
469 Cigna Corp CI · US $74B
51/100 Medium
42/100 12.5%low 6.4% 10 yr+ 0.6× 19% The Cigna Group Long-Term Value Investment AnalysisMay 24, 2026 · Watch FY2025
470 ONEOK Inc OKE · US $57B
51/100 Medium
42/100 21.6%low 7.0% 10 yr+ 1.5× 20% ONEOK In-Depth Value Investing AnalysisMay 27, 2026 · Cautious Buy FY2025
471 WEC Energy Group Inc WEC · US $36B
51/100 Medium
42/100 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
472 Pure Storage Inc PSTG · US $22B
51/100 Medium
49/100 -15.8%low -51.2% 4 yr Net cash 68% Pure Storage: An All-Flash Foundation and the Hyperscaler NarrativeJun 14, 2026 · Hold FY2026
473 PTC Inc PTC · US $16B
51/100 Medium
48/100 8.4%low -6.5% 6 yr 0.3× 77% PTC Deep Value Investment ResearchMay 30, 2026 · Watch FY2025
474 NAURA Technology Group Co Ltd 002371 · Shenzhen $70B
50/100 Medium
50/100 9.4%low 2.9% 10 yr+ Net cash 39% NAURA Technology Group SUN-R Investment AnalysisJun 16, 2026 · Watch FY2025
475 Fresnillo PLC FRES · LSE $23B
50/100 Medium
31/100 12.3%low 3.7% 10 yr+ Net cash 35% Fresnillo: A Genuine Re-Rating, But the Price Already Assumes the Hard Part Is DoneJul 4, 2026 · Hold FY2025
476 Futu Holdings Ltd FUTU · US $15B
50/100 Medium
49/100 6.3%low -70.9% 8 yr Net cash 76% Futu Holdings In-Depth Research ReportMay 24, 2026 · Watch FY2025
477 Eurofins Scientific SE ERF · Paris $13B
50/100 Medium
51/100 10.6%low 6.1% 10 yr+ 1.3× 55% Eurofins Scientific (Eurofins Scientific SE, ERF.PA) — Zen Horizon ReportJun 8, 2026 · Watch FY2025
478 Western Superconducting Tech Co Ltd 688122 · Shanghai $4.8B
50/100 Medium
43/100 10.9%low 6.2% 10 yr+ Net cash 33% Western Superconducting: A Long-Term Enterprise Value AnalysisMay 21, 2026 · Watch FY2025
479 Rolls-Royce Holdings PLC RR · LSE $154B
49/100 Weak
48/100 36.9%low 3.6% 3 yr Net cash 17% Rolls-Royce (RR.LSE) Zen Horizon Research ReportJun 8, 2026 · Hold FY2025
480 Safran SA SAF · Paris $151B
49/100 Weak
51/100 16.0%low -23.6% 1 yr Net cash 44% Safran SA (SAF.PA) — Zen Horizon ReportJun 8, 2026 · Watch FY2025
481 Applovin Corp APP · US $133B
49/100 Weak
50/100 28.0%low -10.1% 3 yr 0.5× 75% AppLovin Corporation In-Depth Value Investment ResearchMay 21, 2026 · Watch FY2025
482 Valero Energy Corporation VLO · US $90B
49/100 Weak
31/100 15.3%low -7.6% 5 yr 0.3× 5% Valero Energy Corporation: A Long-Term Value Investing StudyMay 26, 2026 · Watch FY2025
483 Qiagen NV QGEN · US $7.5B
49/100 Weak
42/100 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
484 SÜSS MicroTec SE SMHN · XETRA $1.9B
49/100 Weak
42/100 9.0%low -13.0% 6 yr Net cash 35% SÜSS MicroTec (SMHN): A Niche Winner in Advanced Packaging Equipment, Good Company at a Bad PriceJun 9, 2026 · Watch FY2025
485 Linde plc Ordinary Shares LIN · US $221B
48/100 Weak
47/100 13.9%low 4.7% 10 yr+ 0.6× 32% In-Depth Value Investment Analysis of Linde plcMay 22, 2026 · Watch FY2025
486 nVent Electric PLC NVT · US $25B
48/100 Weak
46/100 10.5%low -2.0% 5 yr 0.4× 39% nVent Electric (NVT) Zen Horizon Research ReportJun 8, 2026 · Hold FY2025
487 UDR Inc UDR · US $14B
48/100 Weak
39/100 5.2%low 1.6% 10 yr+ 1.9× 23% UDR Deep Value Investment ResearchMay 30, 2026 · Watch FY2025
488 On Holding Ltd ONON · US $13B
48/100 Weak
52/100 1.3%low -20.1% 4 yr Net cash 58% On Holding: Premium Growth, Priced for PerfectionJun 17, 2026 · Hold FY2025
489 Ningbo Tuopu Group Co Ltd 601689 · Shanghai $11B
48/100 Weak
48/100 12.0%low 6.2% 10 yr+ 0.2× 24% Ningbo Tuopu: Fair for the Auto Business, Pricey for the Robot OptionJul 23, 2026 · Hold FY2025
490 WuXi XDC Cayman Inc 2268 · HK $8.8B
48/100 Weak
48/100 17.4%low 5.2% 10 yr+ Net cash 30% WuXi XDC: Scaling the ADC Manufacturing NetworkJun 17, 2026 · Hold FY2025
491 Investor AB ser. B INVE-B · ST $135B
47/100 Weak
44/100 12.7%low -12.4% 3 yr 0.1× 99% Investor AB: Q2 2026 Adjusted NAV of SEK 1,214.7bn or SEK 397 per Share Leaves the SEK 402.75 Quote at a 1.45% Premium Instead of the 7% to 13% Discount Normal in 2021 to 2025Sep 11, 2026 · Hold FY2025
492 MercadoLibre Inc. MELI · US $95B
47/100 Weak
56/100 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
493 Expedia Group Inc. EXPE · US $35B
47/100 Weak
46/100 11.9%low -103.2% 5 yr Net cash 83% Expedia Group Deep Value Investment AnalysisMay 29, 2026 · Watch FY2025
494 Wistron Corp 3231 · Taiwan $19B
47/100 Weak
47/100 12.7%low 4.4% 10 yr+ 1.1× 6% Wistron Corporation Deep Dive: From Notebook ODM to Core Executor in NVIDIA's AI Server Manufacturing ChainJun 12, 2026 · Hold FY2025
495 TransUnion TRU · US $15B
47/100 Weak
48/100 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
496 Palantir Technologies Inc. PLTR · US $295B
46/100 Weak
63/100 -12.7%low -76.6% 3 yr Net cash 76% Palantir Technologies Inc.: 93% Growth and a 47% GAAP Operating Margin, but $174.33 Already Equals the $172 Optimistic DCF ValueSep 5, 2026 · Watch FY2025
497 Nextera Energy Inc NEE · US $181B
46/100 Weak
43/100 13.1%low 8.0% 10 yr+ 1.7× 57% NextEra Energy: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch FY2025
498 BYD Co Ltd Class A 002594 · Shenzhen $122B
46/100 Weak
48/100 10.8%low 2.8% 10 yr+ 0.1× 17% BYD: Exports Reached 43.8% of First-Half Volume While Group Sales Fell 15.7% and First-Quarter Free Cash Flow Ran 19.3 Billion Yuan NegativeAug 3, 2026 · Hold FY2025
499 Airbnb Inc ABNB · US $90B
46/100 Weak
50/100 -1.8%low -158.0% 4 yr Net cash 79% Airbnb Value Investment Deep-DiveMay 22, 2026 · Watch FY2025
500 Nexans S.A. NEX · Paris $7.6B
46/100 Weak
46/100 8.3%low -9.7% 6 yr 0.1× 12% Nexans: A Subsea Margin Story the Price Has Largely AbsorbedAug 26, 2026 · Hold FY2025