101
Tractor Supply Company
TSCO · US
Tractor Supply Deep Value Investment Research May 30, 2026
Watch
42 /100
Weak
74/100
Jun 10, 2026
102
Fox Corporation
FOX · US
Fox Corporation: A Deep Value Investing Analysis May 29, 2026
Watch
42 /100
Weak
74/100
Jun 10, 2026
103
The Cigna Group
CI · US
The Cigna Group Long-Term Value Investment Analysis May 24, 2026
Watch
42 /100
Weak
51/100
Jun 11, 2026
104
Baker Hughes Company
BKR · US
Baker Hughes In-Depth Value Investing Analysis May 21, 2026
Watch
42 /100
Weak
40/100
Jun 10, 2026
105
The Brink's Company
BCO · US
Brink's: A 9.1% Owner-Earnings Yield and 14 Straight Quarters of AMS/DRS Growth Meet a $7.3 Billion Pro-Forma Net-Debt Bet on NCR Atleos Sep 18, 2026
Watch
41 /100
Weak
57/100
Sep 18, 2026
106
Valmont Industries, Inc.
VMI · US
Valmont: A 33.9% Utility Surge and 0.93x Leverage Justify the Rerating, but $472.43 Still Underwrites the 2029 Margin Plan With No Conservative-Case Margin of Safety Sep 18, 2026
Hold
41 /100
Weak
68/100
Sep 18, 2026
107
Zhejiang Dahua Technology Co., Ltd.
002236 · Shenzhen
Dahua: 10% H1 Growth and a 43% Gross Margin Are Real, but CNY 15.72 Sits Above Conservative Value While FCC Component Rules and a CNY 8.568bn Inventory Build Leave No Margin of Safety Sep 17, 2026
Hold
41 /100
Weak
70/100
Sep 17, 2026
108
Xiamen Faratronic Co., Ltd.
600563 · Shanghai
Xiamen Faratronic: 95% Film-Capacitor Purity, a 38.6%-to-32.1% Margin Reset, and CNY 123.01 Inside the Hold Band Sep 13, 2026
Hold
41 /100
Weak
86/100
Sep 13, 2026
109
Kering SA
KER · Paris
Kering SA: Flat H1 Recurring Operating Income of EUR 921m Was Bought With EUR 240m of Cost Cuts Against EUR 239m of Lost Gross Profit, and EUR 244.40 Sits Above the EUR 232 Conservative Value Sep 9, 2026
Watch
41 /100
Weak
—
Sep 9, 2026
110
Hundsun Technologies Inc.
600570 · Shanghai
Hundsun Technologies: 2026 H1 Revenue Fell 11.6% While Profit Rose 0.69%, Associates Supplied CNY106.3m of Q1 Investment Income, and CNY22.12 Leaves No Conservative Margin of Safety Aug 16, 2026
Hold
41 /100
Weak
71/100
Aug 16, 2026
111
Regal Rexnord Corporation
RRX · US
Regal Rexnord: A Genuine Industrial Transformation, Already Priced Past Its Margin of Safety Jul 6, 2026
Hold
41 /100
Weak
—
Jul 7, 2026
112
Ouster, Inc.
OUST · US
Ouster: A Much Better Lidar Company, Priced Like the Transition Is Already Won Jul 4, 2026
Watch
41 /100
Weak
—
Jul 7, 2026
113
Global Payments, Inc.
GPN · US
Global Payments: Valuation Rerating Study After the Transition to a Pure-Play Merchant Platform May 28, 2026
Cautious Buy
41 /100
Weak
—
Jun 10, 2026
114
The Hartford Financial Services Group, Inc.
HIG · US
The Hartford Financial Services Group Deep Dive: A Quality Insurer, but the Margin of Safety Is Thin May 27, 2026
Cautious Buy
41 /100
Weak
—
Jun 10, 2026
115
Albemarle Corporation
ALB · US
Albemarle Corporation: A Value Investing Deep Dive May 23, 2026
Watch
41 /100
Weak
—
Jun 10, 2026
116
LPL Financial Holdings Inc.
LPLA · US
LPL Financial: 87% of Revenue Paid Back to Advisors, Only 16% of a $643.5bn Asset Increase Organic, and a Client-Cash Pool Worth a Quarter of Gross Profit Sep 22, 2026
Hold
40 /100
Weak
74/100
Sep 22, 2026
117
Sprouts Farmers Market, Inc.
SFM · US
Sprouts Farmers Market: A 38.7% Gross Margin and USD 3.8m Boxes Against -1.0% Comps, With USD 73.46 at 13.7x Normalized 2026 Earnings Sep 16, 2026
Cautious Buy
40 /100
Weak
78/100
Sep 16, 2026
118
Shanghai Junshi Biosciences Co., Ltd.
688180 · Shanghai
Shanghai Junshi Biosciences: A Real PD-1 Franchise, But the A-Shares Already Price an Unproven Profit Bridge Jul 25, 2026
Hold
40 /100
Weak
—
Jul 25, 2026
119
Inventec Corporation
2356 · Taiwan
Inventec: An AI-Server Manufacturer Still Earning Assembly Margins Jun 21, 2026
Hold
40 /100
Weak
59/100
Jun 21, 2026
120
American Electric Power Company, Inc.
AEP · US
American Electric Power In-Depth Value Investment Analysis May 21, 2026
Watch
40 /100
Weak
42/100
Jun 10, 2026
121
CNH Industrial N.V.
CNH · US
CNH Industrial: A Trough Priced at 31 Times Earnings That Normalizes to 11.5 Times, While Construction Earns a 2.3% Margin and Exor Holds 45.6% of the Vote Sep 22, 2026
Hold
39 /100
Weak
—
Sep 22, 2026
122
ENN Energy Holdings Limited
2688 · HK
ENN Energy: A Lapsed HK$80 Buyout Left 7.1x Core Earnings and a 6.1% Yield, but Every Ancillary Segment Shrank in H1 and HK$49.48 Sits Above the HK$40 Ideal-Buy Ceiling Sep 16, 2026
Cautious Buy
39 /100
Weak
68/100
Sep 16, 2026
123
AutoNation, Inc.
AN · US
AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of Safety Sep 1, 2026
Hold
39 /100
Weak
68/100
Sep 1, 2026
124
Honeywell International Inc.
HON · US
Honeywell Technologies: A Genuine Automation Franchise, Already Priced for Successful Execution Aug 9, 2026
Hold
39 /100
Weak
74/100
Aug 9, 2026
125
Navitas Semiconductor Corporation
NVTS · US
Navitas Semiconductor (NVTS.US) Zen Horizon Research Report Jun 8, 2026
Underweight
39 /100
Weak
—
Jun 8, 2026
126
Camden Property Trust
CPT · US
Camden Property Trust: A Value-Investing Deep Dive May 31, 2026
Watch
39 /100
Weak
—
Jun 6, 2026
127
Invitation Homes Inc.
INVH · US
Invitation Homes Deep Value Investment Research May 30, 2026
Watch
39 /100
Weak
—
Jun 8, 2026
128
UDR, Inc.
UDR · US
UDR Deep Value Investment Research May 30, 2026
Watch
39 /100
Weak
48/100
Jun 7, 2026
129
Smurfit WestRock plc
SW · US
Smurfit WestRock: A Long-Term Business Owner's Investment Analysis May 29, 2026
Watch
39 /100
Weak
—
Jun 8, 2026
130
AGCO Corporation
AGCO · US
AGCO: 21 Times Trough Earnings for a Maker Whose Europe Supplies Two Thirds of Sales While PTx Must Compound 23.5% to Reach $2bn by 2029 Sep 21, 2026
Hold
38 /100
Weak
38/100
Sep 21, 2026
131
AptarGroup, Inc.
ATR · US
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion Aug 26, 2026
Hold
38 /100
Weak
70/100
Aug 26, 2026
132
Shanxi Xinghuacun Fen Wine Factory Co., Ltd.
600809 · Shanghai
Shanxi Fenjiu: 22% More Volume but Only 7.5% More Revenue in 2025, Q1 2026 Out-of-Province Sales Fell 15% While Dealers Grew, and CNY123.52 Sits Above Conservative Value Aug 15, 2026
Hold
38 /100
Weak
86/100
Aug 15, 2026
133
Carlisle Companies Incorporated
CSL · US
Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on Margin Aug 6, 2026
Hold
38 /100
Weak
71/100
Aug 6, 2026
134
Korea Aerospace Industries, Ltd.
047810 · Korea
Korea Aerospace Industries: Second-Quarter Revenue Rose 41% While Operating Profit Fell 43%, the 27.35 Trillion Won Backlog Converts at 13.5% a Year, and 127,300 Won Leaves No Margin of Safety Aug 2, 2026
Hold
38 /100
Weak
—
Aug 2, 2026
135
AECOM
ACM · US
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 Case Aug 1, 2026
Hold
38 /100
Weak
45/100
Aug 1, 2026
136
The Timken Company
TKR · US
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished Jul 8, 2026
Hold
38 /100
Weak
65/100
Jul 8, 2026
137
Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry / Foxconn)
2317 · Taiwan
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research Jun 5, 2026
Hold
38 /100
Weak
65/100
Jun 5, 2026
138
Gaming and Leisure Properties, Inc.
GLPI · US
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent Sep 14, 2026
Hold
37 /100
Weak
67/100
Sep 14, 2026
139
Arkema S.A.
AKE · Paris
Arkema S.A.: Q2 2026 EBITDA of EUR 390.9m Beat Consensus by About 8% at a 16.1% Margin, but 2.9-Times Leverage Leaves EUR 58.05 Far Above the EUR 32 to EUR 36 Conservative Buy Zone Sep 10, 2026
Watch
37 /100
Weak
—
Sep 10, 2026
140
Mueller Industries, Inc.
MLI · US
Mueller Industries: 64% of Q2's Revenue Jump Was Copper Price, Not Demand, and $62.80 Sits 12% to 21% Above the Conservative Value Aug 31, 2026
Hold
37 /100
Weak
72/100
Aug 31, 2026
141
The Boeing Company
BA · US
Boeing: Second-Quarter Free Cash Flow Turned Positive, but 45–50 Times Owner Earnings Already Prices the Recovery Aug 3, 2026
Hold
37 /100
Weak
—
Aug 3, 2026
142
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghai
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround Jul 1, 2026
Hold
37 /100
Weak
—
Jul 1, 2026
143
Toll Brothers, Inc.
TOL · US
Toll Brothers Deep-Dive Research Jun 15, 2026
Hold
37 /100
Weak
71/100
Jun 15, 2026
144
Wolfspeed, Inc.
WOLF · US
Wolfspeed Deep Dive: A vertically integrated silicon carbide pure play with scarce assets, but margins and per-share value are still underwater Jun 12, 2026
Watch
37 /100
Weak
—
Jun 13, 2026
145
Amphenol Corporation
APH · US
Amphenol Long-Term Owner Perspective Research Jun 3, 2026
Watch
37 /100
Weak
83/100
Jun 6, 2026
146
Associated British Foods plc
ABF · LSE
Associated British Foods plc: Primark, FoodCo and the Value of the Split Sep 7, 2026
Hold
36 /100
Weak
—
Sep 7, 2026
147
Chow Tai Seng Jewellery Co., Ltd.
002867 · Shenzhen
Chow Tai Seng: FY2025 Revenue Fell 36.54% While Profit Rose 9.22%, But at CNY 12.93 the Shares Sit 33-49% Above the CNY 8.7-9.7 Conservative Value Aug 11, 2026
Hold
36 /100
Weak
—
Aug 11, 2026
148
Plug Power Inc.
PLUG · US
Plug Power: A Real Turnaround With Zero Margin of Safety Jul 24, 2026
Watch
36 /100
Weak
—
Jul 24, 2026
149
Trina Solar Co., Ltd.
688599 · Shanghai
Trina Solar: Surviving the Solar Glut While the Old Profit Engine Is Still Underwater Jul 16, 2026
Hold
36 /100
Weak
—
Jul 16, 2026
150
Aeva Technologies, Inc.
AEVA · US
Aeva Technologies: A Genuine LiDAR Re-Rating, Priced As If 2028 Is Already Won Jul 5, 2026
Watch
36 /100
Weak
—
Jul 5, 2026
151
Roche Holding AG
ROG · SW
Roche Zen Horizon Framework Deep Dive: A Diagnostics and Pharma Giant Past the Patent Cliff, with a Fair Price and Debated Growth Jun 5, 2026
Hold
36 /100
Weak
92/100
Jun 5, 2026
152
KDDI Corporation
KDDIY · US
KDDI From a Long-Term Owner's Perspective Jun 3, 2026
Watch
36 /100
Weak
72/100
Jun 5, 2026
153
PUMA SE
PUM · XETRA
PUMA SE: A Fixable Brand, but the Price Already Pays for Part of the Fix Aug 9, 2026
Hold
35 /100
Weak
—
Aug 9, 2026
154
JL MAG Rare-Earth Co., Ltd.
300748 · Shenzhen
JL MAG Rare-Earth (300748) Zen Horizon Framework Deep Dive: A Global Rare-Earth Permanent Magnet Leader, With a V-Shaped Earnings Rebound Meeting a Rich Valuation and a Robotics Narrative Jun 5, 2026
Watch
35 /100
Weak
—
Jun 5, 2026
155
Archer Aviation Inc.
ACHR · US
Archer Aviation (ACHR.US) Zen Horizon Research Report Jun 5, 2026
Watch
35 /100
Weak
—
Jun 5, 2026
156
General Motors Company
GM · US
General Motors: A Deep Value Investment Analysis May 26, 2026
Watch
35 /100
Weak
—
Jun 11, 2026
157
Endeavour Mining plc
EDV · LSE
Endeavour Mining plc: Gold Did the Work While Ounces Fell 13%, and £47.23 Already Prices In a Risked Assafou Sep 5, 2026
Hold
34 /100
Poor
20/100
Sep 5, 2026
158
Kyivstar Group Ltd.
KYIV · US
Kyivstar Group: A Long-Term Owner's View Jun 3, 2026
Watch
34 /100
Poor
—
Jun 5, 2026
159
Lao Feng Xiang Co., Ltd.
600612 · Shanghai
Lao Feng Xiang: 499 Franchise Closures and a 10.6% Jewellery Gross Margin, While the Shares at CNY 34.87 Sit 9% Above the CNY 31.9 Conservative Value Aug 9, 2026
Hold
33 /100
Poor
83/100
Aug 9, 2026
160
Endeavour Silver Corp.
EXK · US
Endeavour Silver: The Three-Mine Platform Is Real, But Silver's Rally Is Doing Much of the Work Jul 5, 2026
Hold
33 /100
Poor
—
Jul 6, 2026
161
Bitdeer Technologies Group
BTDR · US
Bitdeer Technologies: A Deep-Value Investment Study May 20, 2026
Watch
33 /100
Poor
—
Jun 10, 2026
162
Norwegian Cruise Line Holdings Ltd.
NCLH · US
Norwegian Cruise Line Holdings: A Deep Value Study May 31, 2026
Watch
32 /100
Poor
6/100
Jun 10, 2026
163
Herbalife Ltd.
HLF · US
Herbalife Ltd.: Real Volume Growth, Concentrated in India, on a Leveraged Balance Sheet Sep 4, 2026
Watch
31 /100
Poor
83/100
Sep 4, 2026
164
X-Energy, Inc.
XE · US
X-Energy: Real Nuclear-Licensing Progress, Priced Like a Decade of Milestones Is Already Won Jul 7, 2026
Watch
31 /100
Poor
—
Jul 7, 2026
165
SSR Mining Inc.
SSRM · US
SSR Mining: Cash-Rich After the Çöpler Exit, With the Real Test Still Ahead Jul 3, 2026
Hold
31 /100
Poor
—
Jul 3, 2026
166
Molson Coors Beverage Company
TAP · US
Molson Coors (TAP): A Long-Term Business-Owner View May 31, 2026
Watch
29 /100
Poor
—
Jun 6, 2026
167
DENTSPLY SIRONA Inc.
XRAY · US
DENTSPLY SIRONA: A Real Dental Incumbent, but the Repricing Is Permanent and 13.02 USD Already Prices Base Value Jul 28, 2026
Watch
28 /100
Poor
—
Jul 28, 2026
168
STMicroelectronics N.V.
STM · US
STMicroelectronics: A Long-Term Owner's Perspective Jun 3, 2026
Watch
26 /100
Poor
—
Jun 6, 2026