| 1 |
Games Workshop Group PLC
GAW · LSE
|
$8.0B |
94/100
Elite
|
57.4%low 48.6% |
10 yr+ |
Net cash |
70% |
Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued ExcellenceJun 26, 2026 · Hold |
FY2026 |
| 2 |
FactSet Research Systems Inc
FDS · US
|
$9.4B |
92/100
Elite
|
40.4%low 27.3% |
10 yr+ |
0.6× |
53% |
FactSet Research Systems Deep Value Investment ResearchMay 31, 2026 · Cautious Buy |
FY2025 |
| 3 |
Smith AO Corporation
AOS · US
|
$8.2B |
91/100
Elite
|
23.4%low 13.5% |
10 yr+ |
Net cash |
39% |
A. O. Smith Water Heaters & Water Treatment Deep DiveMay 23, 2026 · Watch |
FY2025 |
| 4 |
Allison Transmission Holdings Inc
ALSN · US
|
$9.6B |
84/100
Elite
|
49.2%low 19.9% |
10 yr+ |
0.8× |
49% |
Allison Transmission: A Reassessment During the Integration PhaseMay 28, 2026 · Hold |
FY2025 |
| 5 |
Pool Corporation
POOL · US
|
$6.7B |
78/100
Strong
|
52.6%low 34.1% |
10 yr+ |
1.2× |
30% |
Pool Corporation Value Investment Deep-Dive ReportMay 31, 2026 · Watch |
FY2025 |
| 6 |
Trade Desk Inc
TTD · US
|
$8.5B |
76/100
Strong
|
14.8%low 2.5% |
10 yr+ |
Net cash |
79% |
The Trade Desk: A Long-Term Owner's Deep-DiveMay 31, 2026 · Watch |
FY2025 |
| 7 |
Booz Allen Hamilton Holding
BAH · US
|
$8.4B |
76/100
Strong
|
52.2%low 27.4% |
10 yr+ |
3.1× |
51% |
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative ValueAug 1, 2026 · Hold |
FY2026 |
| 8 |
Nice Ltd ADR
NICE · US
|
$5.8B |
75/100
Strong
|
9.4%low 7.1% |
10 yr+ |
Net cash |
67% |
NICE Ltd: A Good Software Business Still Waiting for Proof That AI Adds More Than It SubstitutesJul 22, 2026 · Watch |
FY2025 |
| 9 |
Campbell’s Co
CPB · US
|
$6.6B |
74/100
Strong
|
29.8%low 14.9% |
10 yr+ |
1.8× |
34% |
The Campbell's Company: A Value-Investing Deep DiveMay 31, 2026 · Watch |
FY2025 |
| 10 |
EPAM Systems Inc
EPAM · US
|
$5.5B |
73/100
Strong
|
14.0%low 7.5% |
10 yr+ |
Net cash |
33% |
EPAM Systems: A Value Investing Deep DiveMay 31, 2026 · Cautious Buy |
FY2025 |
| 11 |
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 |
| 12 |
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 |
| 13 |
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 |
| 14 |
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 |
| 15 |
Laopu Gold Co Ltd
6181 · HK
|
$7.2B |
63/100
Medium
|
24.4%low 10.9% |
6 yr |
0.4× |
44% |
Laopu Gold: A Zen Horizon Framework Deep DiveJun 7, 2026 · Watch |
FY2025 |
| 16 |
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 |
| 17 |
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 |
| 18 |
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 |
| 19 |
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 |
| 20 |
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 |
| 21 |
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 |
| 22 |
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 |
| 23 |
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 |
| 24 |
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 |
| 25 |
Western Superconducting Tech Co Ltd
688122 · Shanghai
|
$4.8B |
50/100
Medium
|
10.9%low 6.2% |
10 yr+ |
Net cash |
33% |
Western Superconducting: A Long-Term Enterprise Value AnalysisMay 21, 2026 · Watch |
FY2025 |
| 26 |
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 |
| 27 |
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 |
| 28 |
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 |
| 29 |
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 |
| 30 |
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 |
| 31 |
Meitu Inc
1357 · HK
|
$2.7B |
41/100
Weak
|
-9.5%low -104.0% |
4 yr |
Net cash |
56% |
Meitu: The Delivery Test After Imaging Subscriptions Hit Their StrideJun 14, 2026 · Hold |
FY2025 |
| 32 |
Qorvo Inc
QRVO · US
|
$8.0B |
40/100
Weak
|
6.1%low -2.0% |
2 yr |
0.1× |
41% |
Qorvo: A Long-Term Owner's PerspectiveJun 3, 2026 · Watch |
FY2026 |
| 33 |
Duolingo Inc
DUOL · US
|
$6.3B |
40/100
Weak
|
-2.8%low -25.2% |
3 yr |
Net cash |
76% |
Duolingo: A Long-Term Owner's PerspectiveMay 18, 2026 · Watch |
FY2025 |
| 34 |
TAL Education Group
TAL · US
|
$5.1B |
40/100
Weak
|
2.2%low -28.4% |
2 yr |
Net cash |
53% |
TAL Education Group: A Cash-Rich Rebuild with a Hardware QuestionJun 18, 2026 · Hold |
FY2026 |
| 35 |
Oceaneering International Inc
OII · US
|
$4.9B |
37/100
Weak
|
-6.0%low -89.0% |
4 yr |
Net cash |
13% |
Oceaneering International Zen Horizon Framework Deep DiveJun 7, 2026 · Watch |
FY2025 |
| 36 |
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 |
| 37 |
Luckin Coffee
LKNCY · US
|
$9.3B |
28/100
Poor
|
-12.0%low -71.6% |
5 yr |
Net cash |
13% |
Luckin Coffee Zen Horizon Analysis: China's Coffee Leader in the Middle of a Valuation ResetJun 4, 2026 · Hold |
FY2025 |
| 38 |
Osisko Gold Ro
OR · US
|
$5.7B |
28/100
Poor
|
-1.2%low -15.7% |
2 yr |
Net cash |
62% |
OR Royalties: A Mid-Tier Royalty Franchise Re-Rating With Visible Growth, Priced Around Fair ValueJun 25, 2026 · Hold |
FY2025 |
| 39 |
Triple Flag Precious Metals Corp
TFPM · US
|
$6.0B |
24/100
Poor
|
2.9%low -2.3% |
1 yr |
Net cash |
53% |
Triple Flag Precious Metals: Quality Compounder, Fully PricedJun 20, 2026 · Watch |
FY2025 |
| 40 |
Iridium Communications Inc
IRDM · US
|
$5.0B |
24/100
Poor
|
5.3%low -11.1% |
4 yr |
3.6× |
40% |
Iridium: A Global Cash Machine With Option PremiumJun 17, 2026 · Hold |
FY2025 |
| 41 |
Hecla Mining Company
HL · US
|
$9.5B |
21/100
Poor
|
0.5%low -5.6% |
2 yr |
Net cash |
22% |
Hecla Mining: A Cleaner, Debt-Free Silver Major Still Priced Without a Margin of SafetyJun 29, 2026 · Hold |
FY2025 |
| 42 |
First Majestic Silver Corp
AG · US
|
$7.7B |
17/100
Poor
|
-6.5%low -34.3% |
1 yr |
Net cash |
16% |
First Majestic Silver: A Better Miner After Los Gatos, No Longer a Cheap OneJul 3, 2026 · Hold |
FY2025 |
| 43 |
Norwegian Cruise Line Holdings Ltd
NCLH · US
|
$8.5B |
6/100
Poor
|
-339.5%low -3309.3% |
3 yr |
6.5× |
11% |
Norwegian Cruise Line Holdings: A Deep Value StudyMay 31, 2026 · Watch |
FY2025 |