1
Palantir Technologies Inc.
PLTR · US
Palantir Technologies Inc.: 93% Growth and a 47% GAAP Operating Margin, but $174.33 Already Equals the $172 Optimistic DCF Value Sep 5, 2026 Watch
63 /100
Medium
46/100 Sep 5, 2026
2
Belimo Holding AG
BEAN · SW
Belimo Holding: A Premium HVAC Compounder Priced for an AI-Cooling Runway Jun 27, 2026 Watch
57 /100
Medium
88/100 Jun 27, 2026
3
MercadoLibre, Inc.
MELI · US
MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business Owner May 22, 2026 Watch
56 /100
Medium
47/100 Jun 11, 2026
4
WuXi Biologics (Cayman) Inc.
2269 · HK
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount Jun 12, 2026 Hold
52 /100
Medium
56/100 Jun 12, 2026
5
Blackstone Inc.
BX · US
Blackstone: A Deep Value Investment Analysis May 24, 2026 Watch
52 /100
Medium
71/100 Jun 10, 2026
6
Synopsys, Inc.
SNPS · US
Synopsys: A Long-Term Owner's Perspective May 23, 2026 Watch
52 /100
Medium
— Jun 11, 2026
7
Autodesk, Inc.
ADSK · US
Autodesk: A Deep Value Investment Analysis May 21, 2026 Watch
52 /100
Medium
72/100 Jun 10, 2026
8
Sartorius AG
SRT3 · XETRA
Sartorius AG: A Quality Bioprocess Recovery Already in the Price Jun 19, 2026 Hold
51 /100
Medium
— Jun 19, 2026
9
Snowflake Inc.
SNOW · US
Snowflake (SNOW.US) Zen Horizon Report Jun 8, 2026 Watch
51 /100
Medium
— Jun 10, 2026
10
Texas Pacific Land Corporation
TPL · US
Texas Pacific Land: A Deep Value Investment Study May 28, 2026 Watch
51 /100
Medium
84/100 Jun 10, 2026
11
Duolingo, Inc.
DUOL · US
Duolingo: A Long-Term Owner's Perspective May 18, 2026 Watch
51 /100
Medium
40/100 Jun 11, 2026
12
Auras Technology Co., Ltd.
3324 · TWO
Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling Stack Jun 20, 2026 Hold
50 /100
Medium
70/100 Jun 20, 2026
13
WUS Printed Circuit
002463 · Shenzhen
Long-Term Value Research on WUS Printed Circuit Jun 9, 2026 Watch
50 /100
Medium
58/100 Jun 10, 2026
14
MediaTek Inc.
2454 · Taiwan
MediaTek (2454.TW) Zen Horizon Framework Deep-Dive Research Jun 9, 2026 Watch
50 /100
Medium
70/100 Jun 10, 2026
15
HOYA Corporation
7741 · TSE
HOYA Corporation (7741.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
50 /100
Medium
— Jun 10, 2026
16
Medtronic plc
MDT · US
Medtronic Long-Term Value Investment Analysis May 25, 2026 Hold
49 /100
Weak
— Jun 11, 2026
17
Visa Inc.
V · US
Visa Inc. Long-Term Business Owner Research May 25, 2026 Watch
49 /100
Weak
95/100 Jun 11, 2026
18
Leader Harmonious Drive Systems Co., Ltd.
688017 · Shanghai
Leaderdrive: China's Harmonic-Reducer Leader Priced for a Humanoid Future Jun 20, 2026 Avoid
48 /100
Weak
— Jun 21, 2026
19
Tokyo Ohka Kogyo Co., Ltd. (TOK)
4186 · TSE
Tokyo Ohka Kogyo TOK (4186.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
48 /100
Weak
— Jun 10, 2026
20
Advanced Micro-Fabrication Equipment Inc. China
688012 · Shanghai
AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich Price Jun 9, 2026 Watch
48 /100
Weak
45/100 Jun 10, 2026
21
BE Semiconductor (Besi)
BESI · Amsterdam
In-Depth Value Analysis of Besi, a Back-End Advanced Packaging Equipment Leader Jun 4, 2026 Watch
48 /100
Weak
86/100 Jun 9, 2026
22
PTC Inc.
PTC · US
PTC Deep Value Investment Research May 30, 2026 Watch
48 /100
Weak
51/100 Jun 10, 2026
23
Edwards Lifesciences Corporation
EW · US
Edwards Lifesciences In-Depth Value Research May 27, 2026 Watch
48 /100
Weak
91/100 Jun 11, 2026
24
Regeneron Pharmaceuticals, Inc.
REGN · US
Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's Perspective May 22, 2026 Watch
48 /100
Weak
83/100 Jun 10, 2026
25
Automatic Data Processing, Inc.
ADP · US
ADP Long-Term Owner-Oriented Value Analysis May 21, 2026 Watch
48 /100
Weak
94/100 Jun 11, 2026
26
TKO Group Holdings, Inc.
TKO · US
TKO Group Deep Value Investment Research May 30, 2026 Watch
47 /100
Weak
— Jun 10, 2026
27
Hubbell Incorporated
HUBB · US
In-Depth Value Analysis of Hubbell Incorporated May 29, 2026 Watch
47 /100
Weak
84/100 Jun 10, 2026
28
VeriSign, Inc.
VRSN · US
VeriSign From a Long-Term Owner's Perspective May 28, 2026 Watch
47 /100
Weak
66/100 Jun 10, 2026
29
Garmin Ltd.
GRMN · US
Garmin Ltd. Deep Value Investment Research May 27, 2026 Watch
47 /100
Weak
95/100 Jun 11, 2026
30
Ecolab Inc.
ECL · US
Ecolab Deep Value Investment Analysis May 26, 2026 Watch
47 /100
Weak
55/100 Jun 11, 2026
31
Trane Technologies plc
TT · US
Trane Technologies: A Long-Term Owner's View May 26, 2026 Watch
47 /100
Weak
84/100 Jun 11, 2026
32
Howmet Aerospace Inc.
HWM · US
Howmet Aerospace Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
36/100 Jun 11, 2026
33
Welltower Inc.
WELL · US
Welltower: A Long-Term Owner's Perspective May 25, 2026 Watch
47 /100
Weak
— Jun 11, 2026
34
Cboe Global Markets, Inc.
CBOE · US
Cboe Global Markets In-Depth Value Investment Analysis May 24, 2026 Watch
47 /100
Weak
67/100 Jun 11, 2026
35
Thomson Reuters Corporation
TRI · US
Thomson Reuters: A Long-Term Owner's Perspective May 23, 2026 Watch
47 /100
Weak
79/100 Jun 11, 2026
36
Gilead Sciences, Inc.
GILD · US
Gilead Sciences In-Depth Value Investment Research May 22, 2026 Watch
47 /100
Weak
67/100 Jun 11, 2026
37
Linde plc
LIN · US
In-Depth Value Investment Analysis of Linde plc May 22, 2026 Watch
47 /100
Weak
48/100 Jun 11, 2026
38
VanEck Semiconductor ETF
SMH · US
VanEck Semiconductor ETF (SMH) Deep Value Research May 20, 2026 Watch
47 /100
Weak
— Jun 10, 2026
39
SentinelOne, Inc.
S · US
SentinelOne Deep-Dive Research Jun 14, 2026 Hold
46 /100
Weak
— Jun 14, 2026
40
Shin-Etsu Chemical Co., Ltd.
4063 · TSE
Shin-Etsu Chemical (4063.TSE) Buffett Framework Deep-Dive Jun 9, 2026 Watch
46 /100
Weak
— Jun 10, 2026
41
Air Liquide S.A.
AI · Paris
Air Liquide (AI.PA) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
46 /100
Weak
64/100 Jun 10, 2026
42
Lasertec
6920 · TSE
Lasertec Deep Value Investment Analysis Jun 4, 2026 Watch
46 /100
Weak
— Jun 10, 2026
43
Erie Indemnity Company
ERIE · US
Erie Indemnity Company: In-Depth Research from a Long-Term Business Owner's Perspective May 31, 2026 Watch
46 /100
Weak
— Jun 10, 2026
44
Zebra Technologies Corporation
ZBRA · US
Long-Term Value Investment Research on Zebra Technologies May 31, 2026 Watch
46 /100
Weak
64/100 Jun 10, 2026
45
Jacobs Solutions Inc.
J · US
Jacobs Solutions Deep Value Investment Research May 30, 2026 Watch
46 /100
Weak
— Jun 10, 2026
46
Expedia Group, Inc.
EXPE · US
Expedia Group Deep Value Investment Analysis May 29, 2026 Watch
46 /100
Weak
47/100 Jun 10, 2026
47
Motorola Solutions, Inc.
MSI · US
Motorola Solutions Deep Value Investment Analysis May 26, 2026 Watch
46 /100
Weak
78/100 Jun 11, 2026
48
Equinix, Inc.
EQIX · US
Equinix Long-Term Owner's Perspective Research May 25, 2026 Watch
46 /100
Weak
51/100 Jun 10, 2026
49
Morgan Stanley
MS · US
Morgan Stanley Deep Value Investment Research Report May 25, 2026 Watch
46 /100
Weak
68/100 Jun 10, 2026
50
Cintas Corporation
CTAS · US
Cintas Corporation Long-Term Owner's Perspective Research May 22, 2026 Watch
46 /100
Weak
90/100 Jun 11, 2026
51
RemeGen Co., Ltd.
688331 · Shanghai
RemeGen: Two Self-Developed Drug Franchises and an Export Licensing Engine, With the A-Share Already Pricing a Cleaner Future Than the Filings Justify Jun 25, 2026 Avoid
45 /100
Weak
— Jun 25, 2026
52
Renishaw plc
RSW · LSE
Renishaw plc (RSW.LSE) Zen Horizon Research Report Jun 8, 2026 Watch
45 /100
Weak
— Jun 10, 2026
53
ASM International
ASM · Amsterdam
ASM International Deep Value Investment Analysis Jun 4, 2026 Watch
45 /100
Weak
67/100 Jun 9, 2026
54
IQVIA Holdings Inc.
IQV · US
IQVIA Holdings: A Deep-Dive Value Investing Study May 28, 2026 Watch
45 /100
Weak
53/100 Jun 10, 2026
55
Martin Marietta Materials, Inc.
MLM · US
Martin Marietta: A Long-Term Owner's Study of the U.S. Aggregates Leader May 28, 2026 Watch
45 /100
Weak
— Jun 10, 2026
56
The Goldman Sachs Group, Inc.
GS · US
Goldman Sachs Group Deep Value Investing Analysis May 25, 2026 Watch
45 /100
Weak
55/100 Jun 10, 2026
57
Parker-Hannifin Corporation
PH · US
Parker-Hannifin: A Long-Term Owner's Perspective May 25, 2026 Watch
45 /100
Weak
78/100 Jun 11, 2026
58
AMETEK, Inc.
AME · US
AMETEK Precision Instruments and Industrial Technology Research May 23, 2026 Watch
45 /100
Weak
77/100 Jun 11, 2026
59
Insmed Incorporated
INSM · US
Insmed: A Deep-Dive Value Investing Research Report May 22, 2026 Watch
45 /100
Weak
— Jun 11, 2026
60
Costco Wholesale Corporation
COST · US
Costco: A Deep-Dive Value Investing Analysis May 21, 2026 Watch
45 /100
Weak
87/100 Jun 10, 2026
61
Tongcheng New Material Co., Ltd.
603650 · Shanghai
Tongcheng New Material: A Long-Term Business Owner's Study May 20, 2026 Watch
45 /100
Weak
58/100 Jun 10, 2026
62
Circle Internet Group, Inc.
CRCL · US
Circle Internet Group: A Long-Term Owner's Perspective May 16, 2026 Watch
45 /100
Weak
— Jun 11, 2026
63
ACWA Power Company
2082 · SR
ACWA Power: A Compelling National Champion Wrapped in an Undisciplined Valuation Jul 12, 2026 Watch
44 /100
Weak
— Jul 12, 2026
64
Hexcel Corporation
HXL · US
Hexcel Long-Term Owner's View Research Jun 3, 2026 Watch
44 /100
Weak
— Jun 10, 2026
65
IDEX Corporation
IEX · US
IDEX Corporation Deep Value Investment Research May 30, 2026 Watch
44 /100
Weak
82/100 Jun 10, 2026
66
Ralph Lauren Corporation
RL · US
Ralph Lauren: An Investment Study from the Perspective of a Long-Term Business Owner May 29, 2026 Watch
44 /100
Weak
56/100 Jun 10, 2026
67
The Sherwin-Williams Company
SHW · US
The Sherwin-Williams Company: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
79/100 Jun 11, 2026
68
The Travelers Companies, Inc.
TRV · US
Travelers Companies Deep Value Investment Research May 26, 2026 Watch
44 /100
Weak
— Jun 11, 2026
69
Hanwei Technology Group Co., Ltd.
300007 · Shenzhen
Hanwei Technology: Good Technology, Bad Price Jul 13, 2026 Avoid
43 /100
Weak
— Jul 13, 2026
70
United Microelectronics Corporation
2303 · Taiwan
United Microelectronics Corporation UMC Deep-Dive Research Jun 14, 2026 Watch
43 /100
Weak
44/100 Jun 14, 2026
71
Harmonic Drive Systems
6324 · TSE
Harmonic Drive Systems: A Zen Horizon Framework Deep Dive Jun 8, 2026 Watch
43 /100
Weak
— Jun 10, 2026
72
Generac Holdings Inc.
GNRC · US
Generac: A Deep Value Investing Study May 30, 2026 Watch
43 /100
Weak
— Jun 10, 2026
73
Williams-Sonoma, Inc.
WSM · US
Williams-Sonoma: In-Depth Value Research Report May 29, 2026 Watch
43 /100
Weak
87/100 Jun 10, 2026
74
Teledyne Technologies Incorporated
TDY · US
Teledyne Technologies (TDY): A Long-Term Owner's Perspective May 28, 2026 Watch
43 /100
Weak
— Jun 10, 2026
75
Western Superconducting Technologies Co., Ltd.
688122 · Shanghai
Western Superconducting: A Long-Term Enterprise Value Analysis May 21, 2026 Watch
43 /100
Weak
50/100 Jun 10, 2026
76
Coca-Cola Europacific Partners PLC
CCEP · US
Coca-Cola Europacific Partners: A Deep Value Investing Analysis May 21, 2026 Watch
43 /100
Weak
65/100 Jun 10, 2026
77
Modine Manufacturing Company
MOD · US
Modine Manufacturing: A Deep Long-Term Value Investing Study May 19, 2026 Watch
43 /100
Weak
37/100 Jun 11, 2026
78
Nebius Group N.V.
NBIS · US
Nebius Group: A Long-Term Owner's Perspective May 18, 2026 Watch
43 /100
Weak
— Jun 11, 2026
79
Curtiss-Wright Corporation
CW · US
Curtiss-Wright Research from a Long-Term Owner's Perspective Jun 3, 2026 Watch
42 /100
Weak
78/100 Jun 10, 2026
80
Cencora, Inc.
COR · US
Cencora Deep-Dive Value Investment Analysis May 27, 2026 Watch
42 /100
Weak
66/100 Jun 11, 2026
81
Steel Dynamics, Inc.
STLD · US
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder May 27, 2026 Watch
42 /100
Weak
64/100 Jun 10, 2026
82
EOG Resources, Inc.
EOG · US
EOG Resources: A Long-Term Owner's Perspective May 26, 2026 Watch
42 /100
Weak
42/100 Jun 11, 2026
83
Cummins Inc.
CMI · US
Cummins Long-Term Value Investment Analysis May 24, 2026 Watch
42 /100
Weak
74/100 Jun 11, 2026
84
The Allstate Corporation
ALL · US
Allstate: Personal P&C Insurance and Protection Services Study May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
85
Take-Two Interactive Software, Inc.
TTWO · US
Take-Two Interactive: A Long-Term Owner's Perspective May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
86
Electronic Arts Inc.
EA · US
Electronic Arts: A Value-Investing Deep Dive May 22, 2026 Watch
42 /100
Weak
90/100 Jun 11, 2026
87
VeriSilicon
688521 · Shanghai
VeriSilicon From a Long-Term Owner's Perspective Jun 4, 2026 Avoid
41 /100
Weak
— Jun 10, 2026
88
Hasbro, Inc.
HAS · US
Hasbro: A Deep Value Investing Study May 30, 2026 Watch
41 /100
Weak
— Jun 10, 2026
89
Pinnacle West Capital Corporation
PNW · US
Pinnacle West Capital Corporation Value Investment Research Report May 30, 2026 Watch
41 /100
Weak
— Jun 10, 2026
90
Quest Diagnostics Incorporated
DGX · US
Quest Diagnostics: A Long-Term Business-Owner Investment Analysis May 29, 2026 Watch
41 /100
Weak
74/100 Jun 10, 2026
91
Entergy Corporation
ETR · US
Entergy: A Research Report Through a Long-Term Corporate Owner's Lens May 27, 2026 Watch
41 /100
Weak
31/100 Jun 11, 2026
92
Ventas, Inc.
VTR · US
Ventas: A Value Investing Deep Dive May 27, 2026 Watch
41 /100
Weak
— Jun 10, 2026
93
Cardinal Health, Inc.
CAH · US
Cardinal Health Deep Value Investment Analysis May 24, 2026 Watch
41 /100
Weak
40/100 Jun 10, 2026
94
Hut 8 Corp.
HUT · US
Hut 8 In-Depth Value Investing Research May 20, 2026 Watch
41 /100
Weak
— Jun 10, 2026
95
J.B. Hunt Transport Services, Inc.
JBHT · US
J.B. Hunt Deep Value Investment Research May 29, 2026 Watch
40 /100
Weak
72/100 Jun 7, 2026
96
Packaging Corporation of America
PKG · US
Packaging Corporation of America Deep Value Investment Analysis May 29, 2026 Watch
40 /100
Weak
76/100 Jun 7, 2026
97
Freeport-McMoRan Inc.
FCX · US
Freeport-McMoRan: A Long-Term Owner's Perspective May 26, 2026 Watch
40 /100
Weak
25/100 Jun 11, 2026
98
3M Company
MMM · US
3M Company: A Deep-Value Investment Analysis May 26, 2026 Watch
40 /100
Weak
— Jun 11, 2026
99
Starbucks Corporation
SBUX · US
Starbucks Corporation: A Long-Term Owner's Perspective May 23, 2026 Watch
40 /100
Weak
70/100 Jun 11, 2026
100
AST SpaceMobile, Inc.
ASTS · US
AST SpaceMobile: A Value Investing Deep Dive May 18, 2026 Watch
40 /100
Weak
— Jun 11, 2026