101
Camtek Ltd.
CAMT · US
Camtek: Record Advanced-Packaging Orders Meet a Price That Already Discounts Them Aug 26, 2026 Hold
47 /100
Weak
— Aug 26, 2026
102
NKT A/S
NKT · CO
NKT: A EUR 13bn Transmission Backlog and Rising Margins, but DKK 930 Already Pays for the 2027 Factories That Are Still Being Built Aug 26, 2026 Hold
47 /100
Weak
45/100 Aug 26, 2026
103
Himile Mechanical Science and Technology (Shandong) Co., Ltd.
002595 · Shenzhen
Himile: A 40%-Margin Tire-Mould Franchise Is Funding Two Adjacencies That Have Not Yet Earned Their Keep Aug 19, 2026 Hold
47 /100
Weak
82/100 Aug 19, 2026
104
Paycom Software, Inc.
PAYC · US
Paycom Software: Has Automation Repaired the Growth Engine, and Is That Already Priced? Aug 7, 2026 Hold
47 /100
Weak
95/100 Aug 8, 2026
105
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
106
Sichuan Baili Tianheng Pharmaceutical Co., Ltd.
688506 · Shanghai
Sichuan Baili Tianheng: A De-Risked ADC Story the Market Has Already Priced In Jul 23, 2026 Hold
47 /100
Weak
— Jul 23, 2026
107
Ningbo Orient Wires & Cables Co., Ltd.
603606 · Shanghai
Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog Conversion Jul 17, 2026 Watch
47 /100
Weak
56/100 Jul 17, 2026
108
Exelixis, Inc.
EXEL · US
Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second Act Jul 16, 2026 Hold
47 /100
Weak
64/100 Jul 16, 2026
109
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
110
JD.com, Inc.
JD · US
JD.com: A Stronger Retail Core Discounted for the Cost of Transition Jun 28, 2026 Cautious Buy
47 /100
Weak
— Jun 28, 2026
111
Symrise AG
SY1 · XETRA
Symrise: A High-Quality Compounder Now Priced for Delivery, Not Discovery Jun 28, 2026 Hold
47 /100
Weak
— Jun 28, 2026
112
Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd.
6990 · HK
Kelun-Biotech: A Commercializing China ADC Franchise Priced for Much of Its sac-TMT and MSD Global Success Jun 25, 2026 Hold
47 /100
Weak
— Jun 25, 2026
113
Bureau Veritas SA
BVI · Paris
Bureau Veritas: Quality TIC, Priced for Reacceleration Jun 17, 2026 Hold
47 /100
Weak
70/100 Jun 18, 2026
114
Okta, Inc.
OKTA · US
Okta: Identity Infrastructure in Transition Jun 17, 2026 Hold
47 /100
Weak
— Jun 17, 2026
115
Pinterest, Inc.
PINS · US
Pinterest: Strong Cash, ARPU-Mix Risk Jun 17, 2026 Watch
47 /100
Weak
— Jun 18, 2026
116
Royal Gold, Inc.
RGLD · US
Royal Gold Deep-Dive Research Jun 15, 2026 Hold
47 /100
Weak
37/100 Jun 15, 2026
117
Shenzhen Envicool Technology Co., Ltd. Envicool
002837 · Shenzhen
Envicool Deep-Dive Research Jun 14, 2026 Watch
47 /100
Weak
66/100 Jun 14, 2026
118
Shenzhen UBTech Technology Co., Ltd. UBTech Robotics
9880 · HK
UBTech Robotics Deep-Dive Research Jun 14, 2026 Hold
47 /100
Weak
— Jun 14, 2026
119
GDS Holdings Limited
GDS · US
GDS Holdings Deep-Dive Research Jun 14, 2026 Hold
47 /100
Weak
— Jun 14, 2026
120
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
47/100 Jun 12, 2026
121
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
122
MongoDB, Inc.
MDB · US
MongoDB Deep Dive: A Document Database Platform Centered on Atlas Jun 12, 2026 Hold
47 /100
Weak
— Jun 13, 2026
123
Cambricon Technologies Corporation Limited
688256 · Shanghai
Cambricon In-Depth Research Jun 11, 2026 Avoid
47 /100
Weak
— Jun 11, 2026
124
Taiwan Elite Material (Elite Material, EMC)
2383 · Taiwan
Long-Term Value Research on Taiwan Elite Material (EMC) Jun 9, 2026 Watch
47 /100
Weak
73/100 Jun 10, 2026
125
Cameco Corporation
CCJ · US
Cameco (CCJ.US / CCO.TO) Zen Horizon Research Report Jun 9, 2026 Watch
47 /100
Weak
— Jun 10, 2026
126
Novonesis A/S
NSIS-B · CO
Novonesis A/S (NSIS-B.CO) Zen Horizon Research Report Jun 8, 2026 Watch
47 /100
Weak
— Jun 10, 2026
127
Samsung Biologics Co., Ltd.
207940 · Korea
Samsung Biologics (207940) Zen Horizon Framework Deep Dive: A Global CDMO Champion Newly Purified by Spin-Off, Where an Excellent Business Meets a Rich Price and Unproven BIOSECURE Upside Jun 5, 2026 Hold
47 /100
Weak
27/100 Jun 10, 2026
128
GoDaddy Inc.
GDDY · US
GoDaddy Long-Term Value Investment Research May 31, 2026 Cautious Buy
47 /100
Weak
58/100 Jun 10, 2026
129
Deckers Outdoor Corporation
DECK · US
Deckers In-Depth Value Investment Research May 30, 2026 Cautious Buy
47 /100
Weak
82/100 Jun 10, 2026
130
Gen Digital Inc.
GEN · US
Gen Digital In-Depth Value Investment Research May 30, 2026 Watch
47 /100
Weak
58/100 Jun 10, 2026
131
TKO Group Holdings, Inc.
TKO · US
TKO Group Deep Value Investment Research May 30, 2026 Watch
47 /100
Weak
— Jun 10, 2026
132
Hubbell Incorporated
HUBB · US
In-Depth Value Analysis of Hubbell Incorporated May 29, 2026 Watch
47 /100
Weak
84/100 Jun 10, 2026
133
Veralto Corporation
VLTO · US
Veralto Corporation Deep Value Investment Research May 29, 2026 Watch
47 /100
Weak
89/100 Jun 10, 2026
134
W. R. Berkley Corporation
WRB · US
W. R. Berkley Corporation Research from a Long-Term Business Owner's Perspective May 29, 2026 Watch
47 /100
Weak
— Jun 10, 2026
135
Fiserv, Inc.
FISV · US
Fiserv Contrarian Research After the Reset in Payments and Financial Infrastructure May 28, 2026 Cautious Buy
47 /100
Weak
— Jun 10, 2026
136
Incyte Corporation
INCY · US
Incyte Zen Horizon Analysis Report May 28, 2026 Watch
47 /100
Weak
56/100 Jun 10, 2026
137
VeriSign, Inc.
VRSN · US
VeriSign From a Long-Term Owner's Perspective May 28, 2026 Watch
47 /100
Weak
66/100 Jun 10, 2026
138
Zoetis Inc.
ZTS · US
Zoetis Long-Term Business Owner Value Analysis May 28, 2026 Cautious Buy
47 /100
Weak
84/100 Jun 10, 2026
139
Garmin Ltd.
GRMN · US
Garmin Ltd. Deep Value Investment Research May 27, 2026 Watch
47 /100
Weak
95/100 Jun 11, 2026
140
Iron Mountain Incorporated
IRM · US
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital Spending May 27, 2026 Watch
47 /100
Weak
57/100 Jun 10, 2026
141
TE Connectivity plc
TEL · US
TE Connectivity Deep Value Investment Analysis May 27, 2026 Watch
47 /100
Weak
61/100 Jun 11, 2026
142
Ecolab Inc.
ECL · US
Ecolab Deep Value Investment Analysis May 26, 2026 Watch
47 /100
Weak
55/100 Jun 11, 2026
143
Emerson Electric Co.
EMR · US
Emerson Electric: A Long-Term Owner's View May 26, 2026 Watch
47 /100
Weak
77/100 Jun 11, 2026
144
Hilton Worldwide Holdings Inc.
HLT · US
Hilton Worldwide Holdings Deep-Dive Value Investment Research May 26, 2026 Watch
47 /100
Weak
37/100 Jun 11, 2026
145
Moody's Corporation
MCO · US
Moody's from a Long-Term Owner's Perspective May 26, 2026 Watch
47 /100
Weak
81/100 Jun 11, 2026
146
Targa Resources Corp.
TRGP · US
In-Depth Value Analysis of Targa Resources May 26, 2026 Watch
47 /100
Weak
14/100 Jun 11, 2026
147
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
148
GE Aerospace
GE · US
GE Aerospace Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
21/100 Jun 10, 2026
149
Howmet Aerospace Inc.
HWM · US
Howmet Aerospace Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
36/100 Jun 11, 2026
150
The Coca-Cola Company
KO · US
Coca-Cola Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
79/100 Jun 10, 2026
151
Thermo Fisher Scientific Inc.
TMO · US
Thermo Fisher: A Long-Term Owner's Perspective May 25, 2026 Watch
47 /100
Weak
69/100 Jun 11, 2026
152
Welltower Inc.
WELL · US
Welltower: A Long-Term Owner's Perspective May 25, 2026 Watch
47 /100
Weak
— Jun 11, 2026
153
Chubb Limited
CB · US
Chubb Deep Value Investment Analysis May 24, 2026 Watch
47 /100
Weak
— Jun 11, 2026
154
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
155
CME Group Inc.
CME · US
CME Group Long-Term Value Investment Analysis May 24, 2026 Watch
47 /100
Weak
71/100 Jun 11, 2026
156
Accenture plc
ACN · US
Accenture Research from a Long-Term Owner's Perspective May 23, 2026 Cautious Buy
47 /100
Weak
93/100 Jun 10, 2026
157
Ameriprise Financial, Inc.
AMP · US
Ameriprise Financial Wealth Management Deep-Dive May 23, 2026 Watch
47 /100
Weak
85/100 Jun 11, 2026
158
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
159
Gilead Sciences, Inc.
GILD · US
Gilead Sciences In-Depth Value Investment Research May 22, 2026 Watch
47 /100
Weak
67/100 Jun 11, 2026
160
IDEXX Laboratories, Inc.
IDXX · US
In-Depth Value Research on IDEXX Laboratories May 22, 2026 Watch
47 /100
Weak
92/100 Jun 11, 2026
161
Linde plc
LIN · US
In-Depth Value Investment Analysis of Linde plc May 22, 2026 Watch
47 /100
Weak
48/100 Jun 11, 2026
162
Abbott Laboratories
ABT · US
Abbott Laboratories Long-Term Value Investment Research May 21, 2026 Watch
47 /100
Weak
71/100 Jun 10, 2026
163
Alnylam Pharmaceuticals, Inc.
ALNY · US
Alnylam Pharmaceuticals Deep Value Investment Analysis May 21, 2026 Watch
47 /100
Weak
— Jun 10, 2026
164
CoStar Group, Inc.
CSGP · US
CoStar Group Deep Value Investment Analysis May 21, 2026 Watch
47 /100
Weak
— Jun 10, 2026
165
VanEck Semiconductor ETF
SMH · US
VanEck Semiconductor ETF (SMH) Deep Value Research May 20, 2026 Watch
47 /100
Weak
— Jun 10, 2026
166
Nexans S.A.
NEX · Paris
Nexans: A Subsea Margin Story the Price Has Largely Absorbed Aug 26, 2026 Hold
46 /100
Weak
46/100 Aug 26, 2026
167
Wärtsilä Oyj Abp
WRT1V · HE
Wärtsilä: A Record EUR 2.849 Billion Order Quarter, 57% of Sales from Service, and No Margin of Safety at EUR 29.46 Aug 24, 2026 Hold
46 /100
Weak
52/100 Aug 24, 2026
168
Prosus N.V.
PRX · Amsterdam
Prosus N.V.: A 38.4% NAV Discount, a Tencent-Funded Buyback, and No Conservative Margin of Safety Aug 20, 2026 Hold
46 /100
Weak
72/100 Aug 20, 2026
169
Exponent, Inc.
EXPO · US
Exponent: A PhD-Dense Expert Franchise Whose Reacceleration Is Real but Already Priced Aug 17, 2026 Hold
46 /100
Weak
94/100 Aug 19, 2026
170
ABB Ltd
ABBN · SW
ABB Ltd: 58% Electrification Order Growth, and a 19.5x EBITDA Test of Capital Discipline Aug 11, 2026 Hold
46 /100
Weak
77/100 Aug 11, 2026
171
KONE Oyj
KNEBV · HE
KONE Oyj: 1.8 Million Units of Recurring Service, and a EUR 29.4bn Bet on Scale Aug 11, 2026 Hold
46 /100
Weak
87/100 Aug 12, 2026
172
Qualcomm Incorporated
QCOM · US
Qualcomm Incorporated: Mispricing, Value Trap, or Transition Discount? Aug 7, 2026 Hold
46 /100
Weak
55/100 Aug 7, 2026
173
Eaton Corporation plc
ETN · US
Eaton: Record Orders and a Cleaner Post-Mobility Portfolio, but 42 Times Free Cash Flow Leaves No Conservative-Case Margin of Safety Aug 5, 2026 Hold
46 /100
Weak
69/100 Aug 5, 2026
174
Merck & Co., Inc.
MRK · US
Merck & Co.: KEYTRUDA and QLEX Generated 50.4% of Second-Quarter Revenue While Subcutaneous Sales Rose to 463 Million Dollars Before the 2028 Patent Cliff Aug 5, 2026 Hold
46 /100
Weak
71/100 Aug 5, 2026
175
L’Oréal S.A.
OR · Paris
L’Oréal: Record First-Half Margins and a Broad-Based Recovery, but 30 Times Earnings Already Prices In the China and Gucci Upside Aug 5, 2026 Hold
46 /100
Weak
88/100 Aug 5, 2026
176
BAE Systems plc
BA · LSE
BAE Systems: The Portfolio Moat Is Genuine, but at 20.27 GBP the Rerating Has Already Outrun Earnings Growth Jul 30, 2026 Hold
46 /100
Weak
82/100 Jul 30, 2026
177
SS&C Technologies Holdings, Inc.
SSNC · US
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap Enough Jul 18, 2026 Hold
46 /100
Weak
57/100 Jul 18, 2026
178
Jazz Pharmaceuticals plc
JAZZ · US
Jazz Pharmaceuticals: A Fair Price for an Unfinished Second Act Jul 15, 2026 Hold
46 /100
Weak
— Jul 15, 2026
179
Thales S.A.
HO · Paris
Thales: A Genuine Defence-Electronics Quality Compounder, Priced Like the Best Case Is Already Locked In Jul 7, 2026 Hold
46 /100
Weak
77/100 Jul 7, 2026
180
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
181
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
182
FUJIFILM Holdings Corporation
4901 · TSE
FUJIFILM Holdings: A Proven Reinventor Now Tested on Returns, Not Survival Jun 28, 2026 Hold
46 /100
Weak
— Jun 28, 2026
183
ALS Limited
ALQ · AU
ALS Limited: A High-Quality Compounder with a Cyclical Sidecar Jun 18, 2026 Hold
46 /100
Weak
— Jun 19, 2026
184
Airbus SE
AIR · Paris
Airbus SE Deep-Dive Research Jun 15, 2026 Hold
46 /100
Weak
58/100 Jun 15, 2026
185
Yageo Corporation
2327 · Taiwan
Yageo Corporation Deep-Dive Research Jun 14, 2026 Hold
46 /100
Weak
63/100 Jun 14, 2026
186
King Yuan Electronics Co., Ltd.
2449 · Taiwan
KYEC Deep-Dive Research Jun 14, 2026 Hold
46 /100
Weak
54/100 Jun 14, 2026
187
SentinelOne, Inc.
S · US
SentinelOne Deep-Dive Research Jun 14, 2026 Hold
46 /100
Weak
— Jun 14, 2026
188
Hygon Information Technology Co., Ltd.
688041 · Shanghai
Hygon Information In-Depth Research Jun 11, 2026 Hold
46 /100
Weak
28/100 Jun 11, 2026
189
Coupang, Inc. / Coupang
CPNG · US
Coupang (CPNG.US) Zen Horizon Research Report Jun 10, 2026 Watch
46 /100
Weak
— Jun 10, 2026
190
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
191
Mitsubishi Heavy Industries, Ltd.
7011 · TSE
Mitsubishi Heavy Industries (7011.TSE) Zen Horizon Deep-Dive Report Jun 9, 2026 Watch
46 /100
Weak
— Jun 10, 2026
192
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
193
Rocket Lab Corporation
RKLB · US
Rocket Lab (RKLB) Zen Horizon Research Report Jun 9, 2026 Watch
46 /100
Weak
— Jun 10, 2026
194
Subsea 7 S.A.
SUBC · OL
Subsea 7 (SUBC.OL) Zen Horizon Research Report Jun 9, 2026 Watch
46 /100
Weak
32/100 Jun 10, 2026
195
Fabrinet
FN · US
Fabrinet Zen Horizon Framework Deep-Dive Research Jun 8, 2026 Watch
46 /100
Weak
73/100 Jun 10, 2026
196
Novartis AG
NVS · US
Novartis (NVS) Zen Horizon Research Report Jun 8, 2026 Hold
46 /100
Weak
78/100 Jun 10, 2026
197
nVent Electric plc
NVT · US
nVent Electric (NVT) Zen Horizon Research Report Jun 8, 2026 Hold
46 /100
Weak
48/100 Jun 10, 2026
198
Ambarella, Inc.
AMBA · US
Ambarella Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
46 /100
Weak
— Jun 10, 2026
199
BWX Technologies, Inc.
BWXT · US
BWX Technologies (BWXT) Zen Horizon Research Report Jun 5, 2026 Watch
46 /100
Weak
74/100 Jun 10, 2026
200
SiTime Corporation
SITM · US
SiTime (SITM) Zen Horizon Research Report Jun 5, 2026 Watch
46 /100
Weak
— Jun 10, 2026