| 1 |
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 |
| 2 |
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 |
| 3 |
SÜSS MicroTec SE
SMHN · XETRA
|
$1.9B |
49/100
Weak
|
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 |
| 4 |
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 |
| 5 |
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 |
| 6 |
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 |
| 7 |
Ningbo Tuopu Group Co Ltd
601689 · Shanghai
|
$11B |
48/100
Weak
|
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 |
| 8 |
WuXi XDC Cayman Inc
2268 · HK
|
$8.8B |
48/100
Weak
|
17.4%low 5.2% |
10 yr+ |
Net cash |
30% |
WuXi XDC: Scaling the ADC Manufacturing NetworkJun 17, 2026 · Hold |
FY2025 |
| 9 |
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 |
| 10 |
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 |
| 11 |
Wistron Corp
3231 · Taiwan
|
$19B |
47/100
Weak
|
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 |
| 12 |
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 |
| 13 |
BYD Co Ltd Class A
002594 · Shenzhen
|
$122B |
46/100
Weak
|
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 |
| 14 |
Zhejiang Shuanghuan Driveline Co Ltd
002472 · Shenzhen
|
$4.6B |
46/100
Weak
|
7.2%low 1.4% |
10 yr+ |
0.1× |
21% |
Zhejiang Shuanghuan Driveline: A Precision-Gear Cash Engine Carrying a Still-Optional Robot-Reducer BetJun 25, 2026 · Hold |
FY2025 |
| 15 |
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 |
| 16 |
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 |
| 17 |
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 |
| 18 |
Advanced Micro Fabrication Inc
688012 · Shanghai
|
$46B |
45/100
Weak
|
8.3%low 4.3% |
9 yr |
Net cash |
45% |
AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich PriceJun 9, 2026 · Watch |
FY2025 |
| 19 |
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 |
| 20 |
EVE Energy
300014 · Shenzhen
|
$17B |
45/100
Weak
|
13.4%low 9.8% |
10 yr+ |
0.6× |
22% |
EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It ConvertsJul 28, 2026 · Watch |
FY2025 |
| 21 |
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 |
| 22 |
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 |
| 23 |
United Microelectronics Corporation
2303 · Taiwan
|
$52B |
44/100
Weak
|
11.4%low 3.7% |
10 yr+ |
Net cash |
27% |
United Microelectronics Corporation UMC Deep-Dive ResearchJun 14, 2026 · Watch |
FY2025 |
| 24 |
Jiangsu Nata Opto Electr Material
300346 · Shenzhen
|
$4.8B |
44/100
Weak
|
6.1%low 0.6% |
10 yr+ |
Net cash |
39% |
Nata Opto-electronic: A Value-Investing Deep DiveMay 20, 2026 · Watch |
FY2025 |
| 25 |
Equifax Inc
EFX · US
|
$20B |
43/100
Weak
|
12.6%low -14.9% |
6 yr |
1.1× |
57% |
Equifax Inc. Deep Value Investment Research ReportMay 29, 2026 · Watch |
FY2025 |
| 26 |
EOG Resources Inc
EOG · US
|
$79B |
42/100
Weak
|
15.3%low -7.8% |
5 yr |
0.2× |
66% |
EOG Resources: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |
| 27 |
American Electric Power Co Inc
AEP · US
|
$70B |
42/100
Weak
|
9.7%low 3.5% |
10 yr+ |
1.6× |
28% |
American Electric Power In-Depth Value Investment AnalysisMay 21, 2026 · Watch |
FY2025 |
| 28 |
Changzhou Fusion New Material Co. Ltd. A
688503 · Shanghai
|
$2.0B |
42/100
Weak
|
11.3%low 8.4% |
6 yr |
— |
10% |
Changzhou Juhe: Real Moat, Unproven Second CurveJul 13, 2026 · Hold |
FY2025 |
| 29 |
Kinder Morgan Inc
KMI · US
|
$72B |
41/100
Weak
|
5.5%low 0.5% |
10 yr+ |
1.0× |
50% |
Kinder Morgan: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |
| 30 |
Barrick Mining Corporation
B · US
|
$63B |
41/100
Weak
|
7.5%low -20.3% |
7 yr |
Net cash |
37% |
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair ValueJun 25, 2026 · Hold |
FY2025 |
| 31 |
Vertiv Holdings Co
VRT · US
|
$93B |
40/100
Weak
|
-121.2%low -1213.7% |
5 yr |
0.4× |
31% |
Vertiv Holdings Co: Deep Research from a Long-Term Owner's PerspectiveMay 20, 2026 · Watch |
FY2025 |
| 32 |
Federal Realty Investment Trust
FRT · US
|
$11B |
40/100
Weak
|
10.3%low 5.1% |
10 yr+ |
1.5× |
62% |
Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's PerspectiveMay 31, 2026 · Watch |
FY2025 |
| 33 |
Walt Disney Company
DIS · US
|
$167B |
39/100
Weak
|
10.3%low -2.9% |
5 yr |
0.4× |
38% |
Disney: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 34 |
Corning Incorporated
GLW · US
|
$119B |
39/100
Weak
|
8.6%low -3.2% |
8 yr |
0.7× |
35% |
Corning In-Depth Value Research ReportMay 20, 2026 · Watch |
FY2025 |
| 35 |
Marathon Petroleum Corp
MPC · US
|
$92B |
39/100
Weak
|
17.7%low -44.3% |
5 yr |
1.8× |
7% |
Marathon Petroleum: A Deep-Value Investment StudyMay 26, 2026 · Watch |
FY2025 |
| 36 |
Agnico Eagle Mines Limited
AEM · US
|
$75B |
39/100
Weak
|
7.0%low -7.2% |
7 yr |
Net cash |
34% |
Agnico Eagle Mines (AEM) Zen Horizon ReportJun 8, 2026 · Watch |
FY2025 |
| 37 |
Gold Fields Ltd ADR
GFI · US
|
$30B |
39/100
Weak
|
13.4%low -12.9% |
7 yr |
0.2× |
34% |
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country RiskJun 25, 2026 · Cautious Buy |
FY2025 |
| 38 |
RTX Corporation
RTX · US
|
$290B |
38/100
Weak
|
9.2%low -4.9% |
5 yr |
0.5× |
21% |
RTX Corporation: A Long-Term Value StudyMay 25, 2026 · Watch |
FY2025 |
| 39 |
Hilton Worldwide Holdings Inc
HLT · US
|
$72B |
37/100
Weak
|
18.9%‡low -7.2% |
5 yr |
— |
30% |
Hilton Worldwide Holdings Deep-Dive Value Investment ResearchMay 26, 2026 · Watch |
FY2025 |
| 40 |
DTE Energy Company
DTE · US
|
$30B |
37/100
Weak
|
11.1%low 9.6% |
10 yr+ |
2.1× |
32% |
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated UtilityMay 28, 2026 · Watch |
FY2025 |
| 41 |
Royal Gold Inc
RGLD · US
|
$17B |
37/100
Weak
|
5.7%low -5.4% |
7 yr |
0.1× |
79% |
Royal Gold Deep-Dive ResearchJun 15, 2026 · Hold |
FY2025 |
| 42 |
Modine Manufacturing Company
MOD · US
|
$11B |
37/100
Weak
|
6.0%low -60.4% |
5 yr |
0.4× |
18% |
Modine Manufacturing: A Deep Long-Term Value Investing StudyMay 19, 2026 · Watch |
FY2026 |
| 43 |
Constellium Nv
CSTM · US
|
$3.8B |
37/100
Weak
|
12.9%‡low 4.6% |
5 yr |
1.9× |
11% |
Constellium: A Long-Term Value Investing StudyJun 3, 2026 · Watch |
FY2025 |
| 44 |
Howmet Aerospace Inc
HWM · US
|
$113B |
36/100
Weak
|
10.1%low -18.3% |
8 yr |
0.4× |
22% |
Howmet Aerospace Deep Value Investment ResearchMay 25, 2026 · Watch |
FY2025 |
| 45 |
Southern Company
SO · US
|
$109B |
35/100
Weak
|
10.4%low 3.4% |
10 yr+ |
2.0× |
43% |
The Southern Company: A Long-Term Owner's PerspectiveMay 25, 2026 · Watch |
FY2025 |
| 46 |
Schlumberger NV
SLB · US
|
$74B |
35/100
Weak
|
-4.5%low -86.9% |
5 yr |
0.3× |
16% |
SLB: A Long-Term Owner's PerspectiveMay 26, 2026 · Watch |
FY2025 |