1
TeraWulf Inc.
WULF · US
TeraWulf: Lake Mariner Is a Real Scarce-Power Campus, but at 15.09 USD the Price Already Assumes Substantial Execution Success Jul 30, 2026 Watch
58 /100
Medium
Jul 30, 2026
2
Broadcom Inc.
AVGO · US
Broadcom: A Deep-Dive Research Report Jun 3, 2026 Avoid
57 /100
Medium
Jun 9, 2026
3
Pharmaron Beijing Co., Ltd. 康龙化成
300759 · Shenzhen
Pharmaron Beijing: Order Momentum Returns, but the Platform Is Still Unfinished Jul 3, 2026 Hold
55 /100
Medium
Jul 3, 2026
4
Astera Labs, Inc.
ALAB · US
Astera Labs (ALAB): A Zen Horizon Report Jun 5, 2026 Watch
55 /100
Medium
Jun 10, 2026
5
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
Jun 12, 2026
6
Autodesk, Inc.
ADSK · US
Autodesk: A Deep Value Investment Analysis May 21, 2026 Watch
52 /100
Medium
Jun 10, 2026
7
Novo Nordisk A/S
NVO · US
Novo Nordisk: A Long-Term Owner's Perspective May 17, 2026 Watch
52 /100
Medium
Jun 11, 2026
8
Meituan
3690 · HK
Meituan: A High-Quality Franchise With Temporarily Broken Earnings Jul 1, 2026 Hold
51 /100
Medium
Jul 1, 2026
9
Asymchem Laboratories (Tianjin) Co., Ltd.
002821 · Shenzhen
Asymchem Laboratories: A Proven Small-Molecule CDMO in Transition to New Modalities, Already Priced for Success Jun 24, 2026 Hold
51 /100
Medium
Jun 24, 2026
10
Insulet Corporation
PODD · US
Insulet Corporation: A Long-Term Owner's Perspective May 31, 2026 Watch
51 /100
Medium
Jun 10, 2026
11
Netflix, Inc.
NFLX · US
Netflix: A Long-Term Business Owner's Perspective May 22, 2026 Watch
51 /100
Medium
Jun 10, 2026
12
MSCI Inc.
MSCI · US
MSCI Investment Research Report May 27, 2026 Watch
50 /100
Medium
Jun 10, 2026
13
AppLovin Corporation
APP · US
AppLovin Corporation In-Depth Value Investment Research May 21, 2026 Watch
50 /100
Medium
Jun 10, 2026
14
Rheinmetall AG
RHM · XETRA
Rheinmetall: Respect Without Urgency for a Re-Rated Defence Prime Jul 23, 2026 Hold
49 /100
Weak
Jul 23, 2026
15
Mastercard Incorporated
MA · US
Mastercard Deep Value Investment Research May 25, 2026 Watch
49 /100
Weak
Jun 10, 2026
16
Futu Holdings Limited
FUTU · US
Futu Holdings In-Depth Research Report May 24, 2026 Watch
49 /100
Weak
Jun 11, 2026
17
OpenAI (PBC, OpenAI Group)
OPENAI · Unlisted
OpenAI Deep Value Investment Research May 19, 2026 Watch
49 /100
Weak
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
Beijing Kingsoft Office Software, Inc.
688111 · Shanghai
Kingsoft Office In-Depth Research Jun 14, 2026 Hold
48 /100
Weak
Jun 14, 2026
20
Lattice Semiconductor Corporation
LSCC · US
Lattice Semiconductor (LSCC.US) Zen Horizon Research Report Jun 8, 2026 Watch
48 /100
Weak
Jun 10, 2026
21
Fair Isaac Corporation
FICO · US
Fair Isaac: A Long-Term Owner's View May 28, 2026 Watch
48 /100
Weak
Jun 10, 2026
22
Danaher Corporation
DHR · US
Danaher Research from a Long-Term Owner's Perspective May 25, 2026 Watch
48 /100
Weak
Jun 10, 2026
23
Kweichow Moutai Co., Ltd.
600519 · Shanghai
Kweichow Moutai: A Long-Term Business Owner's Perspective May 21, 2026 Watch
48 /100
Weak
Jun 10, 2026
24
Automatic Data Processing, Inc.
ADP · US
ADP Long-Term Owner-Oriented Value Analysis May 21, 2026 Watch
48 /100
Weak
Jun 11, 2026
25
Yuanjie Semiconductor Technology Co., Ltd.
688498 · Shanghai
Yuanjie Semiconductor: Real AI-Optics Growth, Zero Margin of Safety Jul 24, 2026 Avoid
47 /100
Weak
Jul 24, 2026
26
Kongsberg Gruppen ASA
KOG · OL
Kongsberg Gruppen: A Genuine Defense Franchise Priced for a Decade of Perfect Execution Jul 6, 2026 Watch
47 /100
Weak
Jul 6, 2026
27
Shenzhen Envicool Technology Co., Ltd. Envicool
002837 · Shenzhen
Envicool Deep-Dive Research Jun 14, 2026 Watch
47 /100
Weak
Jun 14, 2026
28
Wistron Corporation
3231 · Taiwan
Wistron Corporation Deep Dive: From Notebook ODM to Core Executor in NVIDIA's AI Server Manufacturing Chain Jun 12, 2026 Hold
47 /100
Weak
Jun 12, 2026
29
Certara, Inc.
CERT · US
Certara Deep Dive: A Biosimulation Software and Services Platform Embedded in Regulatory Workflows Jun 12, 2026 Watch
47 /100
Weak
Jun 12, 2026
30
Cambricon Technologies Corporation Limited
688256 · Shanghai
Cambricon In-Depth Research Jun 11, 2026 Avoid
47 /100
Weak
Jun 11, 2026
31
Moody's Corporation
MCO · US
Moody's from a Long-Term Owner's Perspective May 26, 2026 Watch
47 /100
Weak
Jun 11, 2026
32
Chubb Limited
CB · US
Chubb Deep Value Investment Analysis May 24, 2026 Watch
47 /100
Weak
Jun 11, 2026
33
Ameriprise Financial, Inc.
AMP · US
Ameriprise Financial Wealth Management Deep-Dive May 23, 2026 Watch
47 /100
Weak
Jun 11, 2026
34
Gilead Sciences, Inc.
GILD · US
Gilead Sciences In-Depth Value Investment Research May 22, 2026 Watch
47 /100
Weak
Jun 11, 2026
35
Abbott Laboratories
ABT · US
Abbott Laboratories Long-Term Value Investment Research May 21, 2026 Watch
47 /100
Weak
Jun 10, 2026
36
Soitec S.A.
SOI · Paris
Soitec: The AI-Photonics Turn Is Real, But the Price Already Assumes It Wins Jul 6, 2026 Watch
46 /100
Weak
Jul 7, 2026
37
Guardant Health, Inc.
GH · US
Guardant Health: A Rerating Built on a Company in Transition Jul 2, 2026 Watch
46 /100
Weak
Jul 2, 2026
38
SentinelOne, Inc.
S · US
SentinelOne Deep-Dive Research Jun 14, 2026 Hold
46 /100
Weak
Jun 14, 2026
39
Moore Threads Intelligent Technology (Beijing) Co., Ltd.
688795 · Shanghai
Moore Threads In-Depth Research Jun 11, 2026 Watch
46 /100
Weak
Jun 11, 2026
40
Novartis AG
NVS · US
Novartis (NVS) Zen Horizon Research Report Jun 8, 2026 Hold
46 /100
Weak
Jun 10, 2026
41
Ambarella, Inc.
AMBA · US
Ambarella Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
46 /100
Weak
Jun 10, 2026
42
Verisk Analytics, Inc.
VRSK · US
Verisk Analytics Research from a Long-Term Owner's Perspective May 23, 2026 Watch
46 /100
Weak
Jun 10, 2026
43
Paychex, Inc.
PAYX · US
Paychex Investment Research Report May 22, 2026 Watch
46 /100
Weak
Jun 10, 2026
44
Luxshare Precision Industry Co., Ltd.
002475 · Shenzhen
Luxshare Precision: A Good Company, but Only a Fair Price Jul 21, 2026 Hold
45 /100
Weak
Jul 21, 2026
45
Shenzhen HQVT Technology Co., Ltd.
1392 · HK
Shenzhen HQVT Technology In-Depth Research Jun 11, 2026 Watch
45 /100
Weak
Jun 11, 2026
46
SENASIC Electronics Technology Co., Ltd.
6675 · HK
SENASIC Electronics Deep Research Jun 11, 2026 Watch
45 /100
Weak
Jun 11, 2026
47
Planet Labs PBC
PL · US
Planet Labs (PL) Research from a Long-Term Owner's Perspective Jun 4, 2026 Avoid
45 /100
Weak
Jun 10, 2026
48
Snap-on Incorporated
SNA · US
Snap-on Deep Value Investment Research May 30, 2026 Watch
45 /100
Weak
Jun 10, 2026
49
F5, Inc.
FFIV · US
F5 Deep Value Investment Research May 29, 2026 Watch
45 /100
Weak
Jun 10, 2026
50
SANY Heavy Industry Co., Ltd.
600031 · Shanghai
SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic Recovery May 28, 2026 Hold
45 /100
Weak
Jun 10, 2026
51
Xylem Inc.
XYL · US
Xylem Inc.: A Deep Value Investment Study May 28, 2026 Watch
45 /100
Weak
Jun 10, 2026
52
Public Storage
PSA · US
Public Storage: An In-Depth Value-Investing Analysis May 27, 2026 Watch
45 /100
Weak
Jun 11, 2026
53
The Home Depot, Inc.
HD · US
The Home Depot: A Value Investing Deep Dive May 25, 2026 Watch
45 /100
Weak
Jun 10, 2026
54
NXP Semiconductors N.V.
NXPI · US
NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business Owner May 22, 2026 Watch
45 /100
Weak
Jun 10, 2026
55
Tempus AI, Inc.
TEM · US
Tempus AI: A Long-Term Owner's Perspective May 17, 2026 Watch
45 /100
Weak
Jun 11, 2026
56
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
57
Sieyuan Electric Co., Ltd.
002028 · Shenzhen
Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of Safety Jul 11, 2026 Watch
44 /100
Weak
Jul 11, 2026
58
RBC Bearings Incorporated
RBC · US
RBC Bearings: The Moat Is Real, but the Price Already Assumes the Aerospace-Defense Story Is Finished Jul 8, 2026 Watch
44 /100
Weak
Jul 8, 2026
59
KINGSEMI Co., Ltd.
688037 · Shanghai
KINGSEMI: A Scarce Domestic Track Asset, Priced Well Ahead of the Evidence Jul 1, 2026 Avoid
44 /100
Weak
Jul 1, 2026
60
Shenzhen LDROBOT Co., Ltd.
1236 · HK
LDROBOT In-Depth Research Jun 11, 2026 Watch
44 /100
Weak
Jun 11, 2026
61
Moderna, Inc.
MRNA · US
Moderna: A Long-Term Business Owner's Perspective May 30, 2026 Watch
44 /100
Weak
Jun 10, 2026
62
Willis Towers Watson Public Limited Company
WTW · US
WTW: An Investment Analysis from a Long-Term Business Owner's Perspective May 29, 2026 Watch
44 /100
Weak
Jun 10, 2026
63
Tapestry, Inc.
TPR · US
Tapestry: A Deep-Dive Investment Study May 28, 2026 Watch
44 /100
Weak
Jun 10, 2026
64
Corteva, Inc.
CTVA · US
Corteva Deep Value Investment Analysis May 27, 2026 Watch
44 /100
Weak
Jun 11, 2026
65
Waste Management, Inc.
WM · US
WM: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
Jun 11, 2026
66
JPMorgan Chase & Co.
JPM · US
JPMorgan Chase: A Value-Investing Analysis Through a Long-Term Business Owner's Lens May 25, 2026 Watch
44 /100
Weak
Jun 10, 2026
67
Lockheed Martin Corporation
LMT · US
Lockheed Martin: A Long-Term Owner's Perspective May 25, 2026 Watch
44 /100
Weak
Jun 10, 2026
68
The Charles Schwab Corporation
SCHW · US
Charles Schwab: A Long-Term Owner's Perspective May 25, 2026 Watch
44 /100
Weak
Jun 11, 2026
69
Brown & Brown, Inc.
BRO · US
Brown & Brown: A Deep-Dive Value Investment Analysis May 24, 2026 Cautious Buy
44 /100
Weak
Jun 10, 2026
70
Capital One Financial Corporation
COF · US
Capital One: A Long-Term Value Investment Analysis May 24, 2026 Watch
44 /100
Weak
Jun 11, 2026
71
Aflac Incorporated
AFL · US
Aflac Supplemental Insurance and Japan Market Study May 23, 2026 Watch
44 /100
Weak
Jun 11, 2026
72
Aon plc
AON · US
Aon Risk and Human Capital Platform Study May 23, 2026 Watch
44 /100
Weak
Jun 11, 2026
73
Hanwei Technology Group Co., Ltd.
300007 · Shenzhen
Hanwei Technology: Good Technology, Bad Price Jul 13, 2026 Avoid
43 /100
Weak
Jul 13, 2026
74
Nabtesco Corporation
6268 · TSE
Nabtesco: A Scarce Robot-Reducer Franchise Carrying a Growth Premium on a Still-Cyclical Base Jun 24, 2026 Watch
43 /100
Weak
Jun 24, 2026
75
STERIS plc
STE · US
STERIS plc: A Long-Term Owner's Perspective May 29, 2026 Watch
43 /100
Weak
Jun 10, 2026
76
Williams-Sonoma, Inc.
WSM · US
Williams-Sonoma: In-Depth Value Research Report May 29, 2026 Watch
43 /100
Weak
Jun 10, 2026
77
Otis Worldwide Corporation
OTIS · US
Otis Worldwide Corporation: A Deep Value Study May 28, 2026 Watch
43 /100
Weak
Jun 10, 2026
78
Raymond James Financial, Inc.
RJF · US
Raymond James: A Long-Term Study of a Diversified Financial-Services Platform May 28, 2026 Watch
43 /100
Weak
Jun 10, 2026
79
Teledyne Technologies Incorporated
TDY · US
Teledyne Technologies (TDY): A Long-Term Owner's Perspective May 28, 2026 Watch
43 /100
Weak
Jun 10, 2026
80
Delta Air Lines, Inc.
DAL · US
Delta Air Lines: A Deep-Dive Value Investing Analysis May 27, 2026 Watch
43 /100
Weak
Jun 11, 2026
81
NextEra Energy, Inc.
NEE · US
NextEra Energy: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
Jun 10, 2026
82
Microchip Technology Incorporated
MCHP · US
Microchip Technology: A Deep Dive from a Long-Term Business Owner's Perspective May 22, 2026 Watch
43 /100
Weak
Jun 11, 2026
83
CoreWeave, Inc.
CRWV · US
CoreWeave In-Depth Value Research Report May 20, 2026 Watch
43 /100
Weak
Jun 10, 2026
84
10x Genomics, Inc.
TXG · US
10x Genomics Deep-Dive Research Jun 15, 2026 Hold
42 /100
Weak
Jun 15, 2026
85
SÜSS MicroTec SE
SMHN · XETRA
SÜSS MicroTec (SMHN): A Niche Winner in Advanced Packaging Equipment, Good Company at a Bad Price Jun 9, 2026 Watch
42 /100
Weak
Jun 10, 2026
86
Cencora, Inc.
COR · US
Cencora Deep-Dive Value Investment Analysis May 27, 2026 Watch
42 /100
Weak
Jun 11, 2026
87
Air Products and Chemicals, Inc.
APD · US
Air Products: A Long-Term Value Study of Industrial Gases May 23, 2026 Watch
42 /100
Weak
Jun 11, 2026
88
Fujikura Ltd.
5803 · TSE
Fujikura: A Real AI-Optics Profit Engine, but a Price That Leaves No Margin of Safety Jul 25, 2026 Watch
41 /100
Weak
Jul 25, 2026
89
Bruker Corporation
BRKR · US
Bruker Zen Horizon Research: A Hidden Champion in Scientific Instruments, but Organic Growth Is Receding and Valuation Has Priced In the Recovery Jun 4, 2026 Watch
41 /100
Weak
Jun 10, 2026
90
Genuine Parts Company
GPC · US
Genuine Parts: In-Depth Value Investing Research May 30, 2026 Watch
41 /100
Weak
Jun 10, 2026
91
Ulta Beauty, Inc.
ULTA · US
Ulta Beauty: A Long-Term Value Investing Study May 29, 2026 Watch
41 /100
Weak
Jun 10, 2026
92
D.R. Horton, Inc.
DHI · US
D.R. Horton Deep-Dive Value Investing Research May 27, 2026 Watch
41 /100
Weak
Jun 10, 2026
93
The Southern Company
SO · US
The Southern Company: A Long-Term Owner's Perspective May 25, 2026 Watch
41 /100
Weak
Jun 11, 2026
94
Bank of America Corporation
BAC · US
BAC: A Long-Term Owner Perspective Value Analysis May 24, 2026 Watch
41 /100
Weak
Jun 10, 2026
95
Cardinal Health, Inc.
CAH · US
Cardinal Health Deep Value Investment Analysis May 24, 2026 Watch
41 /100
Weak
Jun 10, 2026
96
Dongfang Electric Corporation Limited
600875 · Shanghai
Dongfang Electric: A Long-Term Business Owner's Perspective May 21, 2026 Watch
41 /100
Weak
Jun 10, 2026
97
Cipher Digital Inc.
CIFR · US
Cipher Digital: A Deep Value Investment Study May 20, 2026 Watch
41 /100
Weak
Jun 10, 2026
98
Tongfu Microelectronics Co., Ltd.
002156 · Shenzhen
In-Depth Research on Tongfu Microelectronics Jun 11, 2026 Watch
40 /100
Weak
Jun 11, 2026
99
Globe Life Inc.
GL · US
Globe Life Value Investment Research May 31, 2026 Watch
40 /100
Weak
Jun 10, 2026
100
The Estée Lauder Companies Inc.
EL · US
Estée Lauder: Premium Beauty Brand Equity Restoration Study May 28, 2026 Watch
40 /100
Weak
Jun 10, 2026