101
Akamai Technologies, Inc.
AKAM · US
Akamai: Edge Infrastructure and Security Platform Research May 23, 2026 Watch
45 /100
Weak
— Jun 10, 2026
102
American Tower Corporation
AMT · US
American Tower: Long-Term Value Study of a Communications-Tower REIT May 23, 2026 Watch
45 /100
Weak
78/100 Jun 11, 2026
103
Solaris Energy Infrastructure, Inc.
SEI · US
Solaris Energy Infrastructure: In-Depth Research Report May 20, 2026 Watch
45 /100
Weak
— Jun 10, 2026
104
Itaú Unibanco Holding S.A.
ITUB · US
Itaú Unibanco: A 24.3% ROE on 1.9% NPLs, Fee-and-Insurance Guidance Cut to 2–5%, and 2.28 Times Book That Already Prices Durable Excess Returns Sep 23, 2026 Hold
44 /100
Weak
— Sep 23, 2026
105
Zhejiang Dingli Machinery Co., Ltd.
603338 · Shanghai
Zhejiang Dingli: H1 Revenue Grew 24.9% and Its 20.6% EU Duty Beats Rivals at 35–49%, but Cash Conversion Fell to 0.32x and CNY 53.87 Sits 28% Above the CNY 42 Conservative Value Ahead of Final U.S. Duty Rulings Sep 18, 2026 Watch
44 /100
Weak
76/100 Sep 18, 2026
106
MSA Safety Incorporated
MSA · US
MSA Safety: Adjusted Operating Margin Reached 24.1% on 3.2% Organic Growth, 744 Million USD Went Into Two Detection Acquisitions in Fourteen Months, and 179.82 USD Sits 50% Above the 120 USD Ideal Buy Ceiling Sep 17, 2026 Hold
44 /100
Weak
69/100 Sep 17, 2026
107
VINCI SA
DG · Paris
VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 2036 Sep 11, 2026 Hold
44 /100
Weak
55/100 Sep 11, 2026
108
Investor AB (publ)
INVE-B · ST
Investor AB: Q2 2026 Adjusted NAV of SEK 1,214.7bn or SEK 397 per Share Leaves the SEK 402.75 Quote at a 1.45% Premium Instead of the 7% to 13% Discount Normal in 2021 to 2025 Sep 11, 2026 Hold
44 /100
Weak
47/100 Sep 11, 2026
109
LVMH Moët Hennessy Louis Vuitton SE
MC · Paris
LVMH Moet Hennessy Louis Vuitton SE: Fashion & Leather Goods Supplies 71% of H1 2026 Recurring Operating Profit, and EUR 426.55 Sits 33% Above the EUR 320 Conservative Value Sep 9, 2026 Hold
44 /100
Weak
83/100 Sep 9, 2026
110
HENSOLDT AG
HAG · XETRA
HENSOLDT AG: Can the Order Flood Pass Through the Narrow Gate of Capacity, Margin and Cash? Sep 6, 2026 Hold
44 /100
Weak
— Sep 6, 2026
111
Shenzhou International Group Holdings Limited
2313 · HK
Shenzhou International: 22.6% H1 Gross Margin and 75.9% Customer Concentration Leave No Conservative Margin of Safety at HK$36.58 Sep 1, 2026 Hold
44 /100
Weak
78/100 Sep 1, 2026
112
Metso Oyj
METSO · HE
Metso: A 56% Aftermarket Mix, an 18.0% Minerals Margin, and 30 Times Earnings Aug 30, 2026 Hold
44 /100
Weak
— Aug 30, 2026
113
Lamar Advertising Company
LAMR · US
Lamar Advertising: A 6.1% Organic Quarter and 2.9x Leverage, but 17.2x AFFO Leaves No Margin of Safety Aug 27, 2026 Hold
44 /100
Weak
71/100 Aug 29, 2026
114
ACS, Actividades de Construcción y Servicios, S.A.
ACS · MC
ACS Equity Research: Construction Scale, AI Infrastructure, and the Cost of a Re-rating Aug 21, 2026 Hold
44 /100
Weak
72/100 Aug 22, 2026
115
Sandvik AB
SAND · ST
Sandvik AB: A Record 22.6% Margin With SEK 550 Million of Tungsten Inside It, and No Margin of Safety at SEK 368.70 Aug 21, 2026 Hold
44 /100
Weak
79/100 Aug 22, 2026
116
Simpson Manufacturing Co., Inc.
SSD · US
Simpson Manufacturing: A Genuine Specification Moat, but Guidance Implies Second-Half Margin Drops From 25.2% to About 17% Aug 19, 2026 Hold
44 /100
Weak
81/100 Aug 19, 2026
117
HANMI Semiconductor Co., Ltd.
042700 · Korea
HANMI Semiconductor: Q2 Operating Margin Hit a Record 51.9%, but 95.5 Times Earnings Prices a Single-Generation Moat Aug 3, 2026 Hold
44 /100
Weak
— Aug 3, 2026
118
Jiangsu Hengli Hydraulic Co., Ltd.
601100 · Shanghai
Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot Story Jul 25, 2026 Hold
44 /100
Weak
59/100 Jul 25, 2026
119
Telefonaktiebolaget LM Ericsson
ERIC-B · ST
Telefonaktiebolaget LM Ericsson Jul 22, 2026 Hold
44 /100
Weak
39/100 Jul 23, 2026
120
Hangzhou Tigermed Consulting Co., Ltd.
300347 · Shenzhen
Hangzhou Tigermed: A Genuine China CRO Recovery, Priced Ahead of Clean Earnings Jul 16, 2026 Hold
44 /100
Weak
— Jul 16, 2026
121
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
122
OR Royalties Inc.
OR · US
OR Royalties: A Mid-Tier Royalty Franchise Re-Rating With Visible Growth, Priced Around Fair Value Jun 25, 2026 Hold
44 /100
Weak
28/100 Jun 25, 2026
123
Shenzhen Zhaowei Machinery & Electronics Co., Ltd.
003021 · Shenzhen
Shenzhen Zhaowei: A Real Precision Micro-Drive Business Undergoing a Thematic Robot Re-Rating Jun 24, 2026 Hold
44 /100
Weak
— Jun 24, 2026
124
Renesas Electronics Corporation
6723 · TSE
Renesas: A Cyclical Embedded Compounder Priced for a Transition Still Unproven Jun 21, 2026 Hold
44 /100
Weak
— Jun 21, 2026
125
OMRON Corporation
6645 · TSE
Omron Corporation: A Company in Transition, Fairly Priced Jun 18, 2026 Hold
44 /100
Weak
— Jun 19, 2026
126
SGS SA
SGSN · SW
SGS: High-Quality TIC Compounder at Full Value Jun 17, 2026 Hold
44 /100
Weak
74/100 Jun 18, 2026
127
Snap Inc.
SNAP · US
Snap Inc.: Repaired Cash, Unproven Ad Rerating Jun 17, 2026 Watch
44 /100
Weak
— Jun 18, 2026
128
FANUC CORPORATION
6954 · TSE
FANUC In-Depth Research Jun 15, 2026 Hold
44 /100
Weak
— Jun 15, 2026
129
Vestas Wind Systems A/S
VWS · CO
Vestas Wind Systems A/S (VWS.CO) Zen Horizon Research Report Jun 8, 2026 Cautious Buy
44 /100
Weak
38/100 Jun 10, 2026
130
Sony Group Corporation
6758 · TSE
Sony Group Zen Horizon Framework Deep-Dive Research Jun 5, 2026 Hold
44 /100
Weak
— Jun 10, 2026
131
Brown-Forman Corporation
BF-B · US
Brown-Forman Deep Value Analysis May 31, 2026 Watch
44 /100
Weak
92/100 Jun 10, 2026
132
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
133
Yum! Brands, Inc.
YUM · US
Yum! Brands: A Deep Dive from a Long-Term Business Owner's Perspective May 27, 2026 Watch
44 /100
Weak
78/100 Jun 10, 2026
134
McKesson Corporation
MCK · US
McKesson: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
65/100 Jun 11, 2026
135
Marsh & McLennan Companies, Inc.
MRSH · US
Marsh: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
— Jun 11, 2026
136
Berkshire Hathaway Inc.
BRK-B · US
Berkshire Hathaway Deep Value Study: A Fair Price for a Great Company May 25, 2026 Hold
44 /100
Weak
— Jun 10, 2026
137
The Charles Schwab Corporation
SCHW · US
Charles Schwab: A Long-Term Owner's Perspective May 25, 2026 Watch
44 /100
Weak
68/100 Jun 11, 2026
138
The Bank of New York Mellon Corporation
BK · US
BNY Mellon Long-Term Value Investment Research May 24, 2026 Watch
44 /100
Weak
— Jun 10, 2026
139
Brown & Brown, Inc.
BRO · US
Brown & Brown: A Deep-Dive Value Investment Analysis May 24, 2026 Cautious Buy
44 /100
Weak
— Jun 10, 2026
140
Carrier Global Corporation
CARR · US
Carrier Global: A Deep Value Investing Analysis May 24, 2026 Watch
44 /100
Weak
— Jun 10, 2026
141
CBRE Group, Inc.
CBRE · US
CBRE Group: An In-Depth Value Investing Analysis May 24, 2026 Watch
44 /100
Weak
72/100 Jun 11, 2026
142
Colgate-Palmolive Company
CL · US
Colgate-Palmolive: A Long-Term Value Investing Analysis May 24, 2026 Watch
44 /100
Weak
84/100 Jun 11, 2026
143
Capital One Financial Corporation
COF · US
Capital One: A Long-Term Value Investment Analysis May 24, 2026 Watch
44 /100
Weak
— Jun 11, 2026
144
Aon plc
AON · US
Aon Risk and Human Capital Platform Study May 23, 2026 Watch
44 /100
Weak
— Jun 11, 2026
145
AutoZone, Inc.
AZO · US
AutoZone: Deep Research on Auto Aftermarket Retail May 23, 2026 Watch
44 /100
Weak
85/100 Jun 10, 2026
146
Qingdao TGOOD Electric Co., Ltd.
300001 · Shenzhen
Qingdao TGOOD: Equipment Earns 65% of Gross Profit While Charging-Network Revenue Grows 1.8% on 47% More kWh, and CNY 11.6bn of Receivables Equals 46.7% of Assets Sep 21, 2026 Hold
43 /100
Weak
50/100 Sep 21, 2026
147
Imeik Technology Development Co., Ltd.
300896 · Shenzhen
Imeik: New Powder Replaced 71% of the Revenue the Legacy Injectables Lost, But Selling Expense Rose 63% While Sales Fell 6% Sep 21, 2026 Hold
43 /100
Weak
78/100 Sep 21, 2026
148
Aena S.M.E., S.A.
AENA · MC
Aena: An 8.32% Allowed Return on a RAB Rising from €9.77bn to €15.10bn Meets +0.33% Tariffs, €13bn of Capex and an 80% Payout at €25.38 Sep 20, 2026 Hold
43 /100
Weak
42/100 Sep 20, 2026
149
CACI International Inc
CACI · US
CACI International: Fiscal 2026 Revenue Grew 7.2% Organically With Technology at 58.4% of Mix, and 606.85 USD Sits 6% Above the 570 USD Conservative Ceiling Sep 10, 2026 Hold
43 /100
Weak
64/100 Sep 10, 2026
150
Weir PLC
WEIR · LSE
Weir PLC: 82% Aftermarket Revenue Meets 2.2x Leverage and a 15.2% ROCE, and £27.24 Already Prices the H2 Recovery Sep 8, 2026 Hold
43 /100
Weak
43/100 Sep 8, 2026
151
NEXT plc
NXT · LSE
NEXT plc: 23.9% International Growth, a £16.9 Million Platform, and 19.2 Times Earnings Aug 30, 2026 Hold
43 /100
Weak
78/100 Aug 30, 2026
152
MPLX LP
MPLX · US
MPLX LP: A 1.3x-Covered 7.4% Yield, $2.9 Billion of Growth Capex, and No Margin of Safety at $58.41 Aug 24, 2026 Hold
43 /100
Weak
44/100 Aug 24, 2026
153
Ferguson Enterprises Inc.
FERG · US
Ferguson Enterprises: Waterworks Is 24% of U.S. Sales Against HVAC's 13%, First-Half Volume Fell While Price Carried the 4.2% Growth, and $244.94 Yields Less Than Treasuries Aug 16, 2026 Hold
43 /100
Weak
82/100 Aug 16, 2026
154
Techtronic Industries Company Limited
0669 · HK
Techtronic Industries: MILWAUKEE Compounds Near 10% While RYOBI Barely Grows, and HK$142.40 Offers No Conservative Margin of Safety Aug 15, 2026 Hold
43 /100
Weak
85/100 Aug 15, 2026
155
Aier Eye Hospital Group Co., Ltd.
300015 · Shenzhen
Aier Eye Hospital: Net Goodwill Equals 43% of Book Equity, Adjusted Profit Grew 1.36% in 2025, and CNY8.71 Leaves No Conservative Margin of Safety Aug 15, 2026 Hold
43 /100
Weak
86/100 Aug 15, 2026
156
Midea Group Co., Ltd.
000333 · Shenzhen
Midea Group Initiation: Proven Appliance Compounder, Unearned Industrial Re-Rating Aug 12, 2026 Hold
43 /100
Weak
88/100 Aug 12, 2026
157
Unilever PLC
ULVR · LSE
Unilever: Q2 Volume Grew 5.5%, the Strongest Quarter in More Than a Decade, but 47.43 Pounds Leaves No Margin of Safety Aug 3, 2026 Hold
43 /100
Weak
83/100 Aug 3, 2026
158
RPM International Inc.
RPM · US
RPM International Inc. Jul 26, 2026 Hold
43 /100
Weak
82/100 Jul 26, 2026
159
Hwatsing Technology Co., Ltd.
688120 · Shanghai
Hwatsing Technology: A Real CMP Champion, Priced as if the Platform Story Is Already Won Jul 5, 2026 Avoid
43 /100
Weak
56/100 Jul 5, 2026
160
TechnipFMC plc
FTI · US
TechnipFMC: A Higher-Quality Subsea Franchise Now Priced for Continued Delivery Jun 29, 2026 Hold
43 /100
Weak
35/100 Jun 29, 2026
161
Energy Transfer LP
ET · US
Energy Transfer LP: A Discounted Midstream Cash Cow Turning Its Asset Empire Into Disciplined Gas-Led Growth Jun 21, 2026 Hold
43 /100
Weak
24/100 Jun 21, 2026
162
Lenovo Group Limited
0992 · HK
Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive Research Jun 9, 2026 Watch
43 /100
Weak
67/100 Jun 10, 2026
163
Agnico Eagle Mines Limited
AEM · US
Agnico Eagle Mines (AEM) Zen Horizon Report Jun 8, 2026 Watch
43 /100
Weak
39/100 Jun 10, 2026
164
Zhejiang Sanhua Intelligent Controls Co., Ltd. (Sanhua Intelligent Controls)
002050 · Shenzhen
Sanhua Intelligent Controls (002050.SHE) Zen Horizon Deep-Dive Research Jun 5, 2026 Watch
43 /100
Weak
73/100 Jun 10, 2026
165
Invesco Ltd.
IVZ · US
Invesco Ltd. Long-Term Business Owner Research May 31, 2026 Watch
43 /100
Weak
— Jun 10, 2026
166
Leidos Holdings, Inc.
LDOS · US
Leidos Holdings Deep Value Investment Research May 30, 2026 Watch
43 /100
Weak
64/100 Jun 10, 2026
167
STERIS plc
STE · US
STERIS plc: A Long-Term Owner's Perspective May 29, 2026 Watch
43 /100
Weak
63/100 Jun 10, 2026
168
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
77/100 Jun 10, 2026
169
Kinder Morgan, Inc.
KMI · US
Kinder Morgan: A Long-Term Owner's Perspective May 26, 2026 Watch
43 /100
Weak
41/100 Jun 11, 2026
170
NIKE, Inc.
NKE · US
NIKE In-Depth Value Investing Analysis May 26, 2026 Watch
43 /100
Weak
92/100 Jun 11, 2026
171
Sempra
SRE · US
Sempra: A Long-Term Owner's Research Report May 26, 2026 Watch
43 /100
Weak
— Jun 11, 2026
172
The Williams Companies, Inc.
WMB · US
The Williams Companies: A Long-Term Owner's Perspective May 26, 2026 Watch
43 /100
Weak
33/100 Jun 11, 2026
173
NextEra Energy, Inc.
NEE · US
NextEra Energy: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
46/100 Jun 10, 2026
174
Prologis, Inc.
PLD · US
Prologis: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
— Jun 11, 2026
175
UnitedHealth Group Incorporated
UNH · US
UnitedHealth Group (UNH): A Deep-Dive Value Investing Study May 25, 2026 Watch
43 /100
Weak
84/100 Jun 11, 2026
176
Bristol-Myers Squibb Company
BMY · US
Bristol-Myers Squibb: A Deep Value-Investing Study May 24, 2026 Watch
43 /100
Weak
27/100 Jun 10, 2026
177
Chipotle Mexican Grill, Inc.
CMG · US
Chipotle Mexican Grill: A Long-Term Value Investment Analysis May 24, 2026 Watch
43 /100
Weak
58/100 Jun 11, 2026
178
The Cooper Companies, Inc.
COO · US
Cooper Companies: A Long-Term Value Investing Analysis May 24, 2026 Watch
43 /100
Weak
— Jun 11, 2026
179
GE HealthCare Technologies Inc.
GEHC · US
GE HealthCare Technologies: A Deep Value Investment Analysis May 22, 2026 Watch
43 /100
Weak
82/100 Jun 11, 2026
180
PepsiCo, Inc.
PEP · US
PepsiCo: A Long-Term Owner's Perspective Investment Study May 22, 2026 Watch
43 /100
Weak
84/100 Jun 10, 2026
181
CoreWeave, Inc.
CRWV · US
CoreWeave In-Depth Value Research Report May 20, 2026 Watch
43 /100
Weak
— Jun 10, 2026
182
IREN Limited
IREN · US
IREN Limited: A Deep-Dive Long-Term Value Investment Study May 20, 2026 Watch
43 /100
Weak
— Jun 10, 2026
183
Constellation Energy Corporation
CEG · US
Constellation Energy: A Long-Term Value Investing Deep Dive May 19, 2026 Watch
43 /100
Weak
28/100 Jun 11, 2026
184
Zhejiang Weiming Environment Protection Co., Ltd.
603568 · Shanghai
Weiming Environment: Waste-to-Energy Still Earns a 62.4% Gross Margin, but a 5.8% Nickel Margin and a Convertible Put Line CNY 0.046 Away Leave CNY 13.36 Without a Conservative Safety Margin Sep 25, 2026 Hold
42 /100
Weak
69/100 Sep 25, 2026
185
Federal Signal Corporation
FSS · US
Federal Signal Corporation: 70% of Q2's Incremental Sales Came From Acquisitions, Organic Growth Was 6%, and 115.33 USD Sits 9% Above the 106 USD Conservative Ceiling Sep 17, 2026 Hold
42 /100
Weak
73/100 Sep 17, 2026
186
Komatsu Ltd.
6301 · TSE
Komatsu Ltd.: A 51.8% Aftermarket Mix Meets ¥88.3bn of Tariffs, and ¥7,114 Already Prices the Mining Upcycle Sep 13, 2026 Hold
42 /100
Weak
— Sep 13, 2026
187
Industria de Diseño Textil, S.A.
ITX · MC
Inditex: A Productivity Compounder Meets Its Valuation Test Sep 8, 2026 Hold
42 /100
Weak
85/100 Sep 8, 2026
188
Jerónimo Martins, SGPS, S.A.
JMT · LS
Jerónimo Martins: EBITDA Up 7.6%, Net Profit Down 3.5%, and No Conservative Margin of Safety Aug 31, 2026 Hold
42 /100
Weak
78/100 Aug 31, 2026
189
Yutong Bus Co., Ltd.
600066 · Shanghai
Yutong Bus: A 29.62% Overseas Gross Margin Against 19.09% at Home Carried H1 Core Profit Up 15.83%, but 7m+ Share Fell to 28.69% and CNY 30.40 Sits Above the CNY 27 Conservative Value Aug 27, 2026 Hold
42 /100
Weak
67/100 Aug 27, 2026
190
Restaurant Brands International Inc.
QSR · US
Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.57 Aug 25, 2026 Hold
42 /100
Weak
71/100 Aug 25, 2026
191
Check Point Software Technologies Ltd.
CHKP · US
Check Point: A High-Margin Cash Engine Whose Growth Gap Is Not Yet in the Price Aug 16, 2026 Watch
42 /100
Weak
97/100 Aug 16, 2026
192
Shanghai Sinyang Semiconductor Materials Co., Ltd.
300236 · Shenzhen
Shanghai Sinyang Semiconductor Materials: A Real Domestic-Substitution Winner, but Today's Price Already Discounts Years of Fab Penetration Jul 26, 2026 Hold
42 /100
Weak
— Jul 26, 2026
193
Jiangsu Changjiang Electronics Technology Co., Ltd.
600584 · Shanghai
JCET: Advanced-Packaging Ambitions Are Real, But Owner Earnings Haven't Caught Up to the Price Jul 22, 2026 Watch
42 /100
Weak
— Jul 22, 2026
194
TDK Corporation
6762 · TSE
TDK Corporation: A Real Transition, Priced With Little Room to Wobble Jul 18, 2026 Hold
42 /100
Weak
— Jul 18, 2026
195
QIAGEN N.V.
QGEN · US
QIAGEN: Sticky Workflow Economics With Takeover Optionality Already in the Price Jul 17, 2026 Hold
42 /100
Weak
49/100 Jul 17, 2026
196
Silex Systems Limited
SLX · AU
Silex Systems: A Scarce Enrichment Option Priced for Commercial Success It Has Yet to Earn Jul 17, 2026 Hold
42 /100
Weak
— Jul 17, 2026
197
Mowi ASA
MOWI · OL
Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, Price Jul 2, 2026 Hold
42 /100
Weak
63/100 Jul 2, 2026
198
Sanofi SA
SAN · Paris
Sanofi SA: A Pure-Play in Transition, Still Proving Life After Dupixent Jun 29, 2026 Hold
42 /100
Weak
— Jun 29, 2026
199
Shimano Inc.
7309 · TSE
Shimano: A Fortress Cycling Franchise in a Real Trough, But the Price Already Pays for the Repair Jun 26, 2026 Hold
42 /100
Weak
— Jun 26, 2026
200
LG Energy Solution, Ltd.
373220 · Korea
LG Energy Solution: Strategic Assets, Unproven Returns Jun 20, 2026 Hold
42 /100
Weak
— Jun 20, 2026