301
Jabil Inc.
JBL · US
Jabil Inc.: An In-Depth Value Investing Analysis May 27, 2026 Watch
39 /100
Weak
62/100 Jun 10, 2026
302
Cavco Industries, Inc.
CVCO · US
Cavco Industries: Q1 Revenue Was Flat Against the American Homestar Pro Forma While Comparable EPS Fell 22.5%, and $543.21 Sits 26–39% Above the $390–430 Conservative Value Sep 25, 2026 Hold
38 /100
Weak
74/100 Sep 25, 2026
303
Honda Motor Co., Ltd.
7267 · TSE
Honda Motor: Motorcycles Earned ¥731.9bn at an 18.2% Margin as Automobiles Lost ¥1.411tn, and ¥1,689 Already Sits Above the ¥1,644 Conservative SOTP Sep 23, 2026 Hold
38 /100
Weak
— Sep 23, 2026
304
InterDigital, Inc.
IDCC · US
InterDigital, Inc.: ARR Hit a Record 625.7 Million but 103.7 Million of Q2 Revenue Was Catch-Up, and 326.08 USD Sits 42% Above the 230 USD Conservative Ceiling Sep 16, 2026 Hold
38 /100
Weak
69/100 Sep 16, 2026
305
DHL AG
DHL · XETRA
DHL AG: Express Supplies 60% of H1 Group EBIT on 31% of Revenue and German Mail Volume Falls 15%, but EUR 55.02 Sits 30% Above the EUR 42.2 Conservative Value Sep 14, 2026 Hold
38 /100
Weak
75/100 Sep 14, 2026
306
Rio Tinto plc
RIO · LSE
Rio Tinto: Copper EBITDA Rose 84% on 1% More Production, and £73.74 Sits Inside a £62–82 Hold Band Sep 14, 2026 Hold
38 /100
Weak
78/100 Sep 14, 2026
307
Skanska AB (publ)
SKA-B · ST
Skanska AB: A Record SEK 297.5bn Backlog Rests on a 4.3% Contractor Margin, and SEK 271.90 Leaves No Conservative Margin of Safety Sep 5, 2026 Hold
38 /100
Weak
74/100 Sep 5, 2026
308
Tesco PLC
TSCO · LSE
Tesco PLC: A Decade-High Market Share, Bought With Margin, and a 53-Week Year That Flatters Statutory Profit Sep 2, 2026 Hold
38 /100
Weak
53/100 Sep 4, 2026
309
Equinor ASA
EQNR · OL
Equinor: Q2 Profit of USD 11.48bn Leaves USD 3.44bn After Tax, and NOK 386.40 Already Pays the Base Case Aug 29, 2026 Hold
38 /100
Weak
40/100 Aug 29, 2026
310
Zhangzhou Pientzehuang Pharmaceutical Co., Ltd.
600436 · Shanghai
Pientzehuang: High-Priced Core Volume Fell 21% in 2025, and CNY132.59 Still Prices In 42x Trailing Earnings Aug 15, 2026 Hold
38 /100
Weak
88/100 Aug 15, 2026
311
Samsung Electronics Co., Ltd.
005930 · Korea
Samsung Electronics: Device Solutions Supplied 99.7% of Second-Quarter Operating Profit, and at 230,500 Won the Shares Already Trade Above the 185,000 Won Conservative Value Aug 6, 2026 Hold
38 /100
Weak
57/100 Aug 6, 2026
312
Parsons Corporation
PSN · US
Parsons: A Record 35% Crash Repriced Earnings Quality, and at 40.32 USD the Price Is Interesting but Not Yet Safe Jul 30, 2026 Watch
38 /100
Weak
— Jul 30, 2026
313
Kawasaki Heavy Industries, Ltd.
7012 · TSE
Kawasaki Heavy Industries: Aerospace Earned the Rerating, the Rest of the Group Still Has to Pay for It Jul 26, 2026 Hold
38 /100
Weak
— Jul 26, 2026
314
Zijin Mining Group Co., Ltd.
601899 · Shanghai
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go Right Jul 22, 2026 Hold
38 /100
Weak
57/100 Jul 22, 2026
315
Eastman Chemical Company
EMN · US
Eastman Chemical: A Cyclical Repair Story Already Priced for Stabilization Jul 13, 2026 Hold
38 /100
Weak
— Jul 13, 2026
316
Coeur Mining, Inc.
CDE · US
Coeur Mining: A Stronger Seven-Mine Platform, No Longer Cheap Enough to Ignore the Cycle Jul 2, 2026 Hold
38 /100
Weak
21/100 Jul 2, 2026
317
Hecla Mining Company
HL · US
Hecla Mining: A Cleaner, Debt-Free Silver Major Still Priced Without a Margin of Safety Jun 29, 2026 Hold
38 /100
Weak
21/100 Jun 29, 2026
318
Carl Zeiss Meditec AG
AFX · XETRA
Carl Zeiss Meditec: A High-Grade Ophthalmology Franchise Forced to Relearn Its Operating Model in China Jun 26, 2026 Watch
38 /100
Weak
— Jun 26, 2026
319
Barrick Mining Corporation
B · US
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value Jun 25, 2026 Hold
38 /100
Weak
41/100 Jun 25, 2026
320
Inspur Electronic Information Industry Co., Ltd.
000977 · Shenzhen
Inspur Information Deep-Dive Research Jun 14, 2026 Hold
38 /100
Weak
57/100 Jun 14, 2026
321
Fundrise Innovation Fund
VCX · US
Fundrise Innovation Fund Deep Value Investment Analysis Jun 4, 2026 Avoid
38 /100
Weak
— Jun 4, 2026
322
Voyager Technologies, Inc.
VOYG · US
Voyager Technologies Research from a Long-Term Owner's Perspective Jun 4, 2026 Watch
38 /100
Weak
— Jun 5, 2026
323
Henry Schein, Inc.
HSIC · US
Henry Schein Investment Research from a Long-Term Business Owner's Perspective May 31, 2026 Watch
38 /100
Weak
— Jun 7, 2026
324
Alliant Energy Corporation
LNT · US
Alliant Energy LNT Research from a Long-Term Business Owner's Perspective May 30, 2026 Watch
38 /100
Weak
53/100 Jun 10, 2026
325
China Merchants Energy Shipping Co., Ltd.
601872 · Shanghai
China Merchants Energy Shipping: A CNY 6.19 Billion H1 Tanker Windfall Meets 151 VLCC Orders, and CNY 22.36 Already Prices a Prolonged Boom Sep 20, 2026 Watch
37 /100
Weak
39/100 Sep 20, 2026
326
Nestlé S.A.
NESN · SW
Nestlé S.A.: A Narrow RIG Recovery Behind a 15-16x Operating Multiple Once L'Oréal's CHF 35bn Is Stripped Out, and CHF 78.31 Leaves No Conservative Margin of Safety Sep 5, 2026 Hold
37 /100
Weak
80/100 Sep 5, 2026
327
JD Sports Fashion plc
JD · LSE
JD Sports Fashion plc: Cheap Cash Flow, Falling Like-for-Like Sales, and the Cost of Control Sep 2, 2026 Watch
37 /100
Weak
74/100 Sep 4, 2026
328
Encompass Health Corporation
EHC · US
Encompass Health: A Proven Bed-Building Compounder Priced With No Margin of Safety Aug 25, 2026 Hold
37 /100
Weak
73/100 Aug 25, 2026
329
Swisscom AG
SCMN · SW
Swisscom AG: A 4.25% Dividend, a Finite Italian Synergy Bridge, and No Margin of Safety at CHF 635 Aug 20, 2026 Hold
37 /100
Weak
78/100 Aug 20, 2026
330
Pfizer Inc.
PFE · US
Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 Aug 7, 2026 Hold
37 /100
Weak
— Aug 7, 2026
331
Booz Allen Hamilton Holding Corporation
BAH · US
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value Aug 1, 2026 Hold
37 /100
Weak
76/100 Aug 1, 2026
332
China XD Electric Co., Ltd.
601179 · Shanghai
China XD Electric: A Real UHV Upcycle, Priced Like It's Already Proven Jul 11, 2026 Hold
37 /100
Weak
— Jul 11, 2026
333
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. Jun 9, 2026 Watch
37 /100
Weak
— Jun 9, 2026
334
Cognex Corporation
CGNX · US
Cognex Zen Horizon Framework Deep Dive: The Eyes of Machine Vision, a Great Business at an Expensive Price Jun 5, 2026 Watch
37 /100
Weak
— Jun 5, 2026
335
Xizhi Technology / Lightelligence
1879 · HK
Lightelligence Deep Research Jun 4, 2026 Avoid
37 /100
Weak
— Jun 4, 2026
336
Hormel Foods Corporation
HRL · US
Hormel Foods Deep Value Investment Research May 31, 2026 Watch
37 /100
Weak
— Jun 8, 2026
337
Viper Energy, Inc.
VNOM · US
Viper Energy Deep-Dive Research May 31, 2026 Hold
37 /100
Weak
— Jun 5, 2026
338
Eni S.p.A.
ENI · MI
Eni: One-Third of Pro Forma EBIT Now Sits Outside the Consolidated Perimeter, and EUR 23 Already Pays for Both the Satellite Rerating and USD 104 Brent Sep 7, 2026 Hold
36 /100
Weak
— Sep 7, 2026
339
Recursion Pharmaceuticals, Inc.
RXRX · US
Recursion Pharmaceuticals: A Sub-$375m Cost Reset Buys Runway into Early 2028, but $3.63 Already Pays for About 66% of a $1.28bn Platform Option Sep 5, 2026 Watch
36 /100
Weak
— Sep 6, 2026
340
Kinross Gold Corporation
KGC · US
Kinross Gold: A Gold-Levered Cash Machine in Transition, but at 23.50 USD the Unresolved Cost Gap Leaves No Margin of Safety Jul 30, 2026 Hold
36 /100
Weak
27/100 Jul 30, 2026
341
CGN Power Co., Ltd.
003816 · Shenzhen
CGN Power: A Real Nuclear Moat, but No Margin of Safety Yet Jul 23, 2026 Hold
36 /100
Weak
— Jul 24, 2026
342
Sanmina Corporation
SANM · US
Sanmina Corporation Jul 23, 2026 Hold
36 /100
Weak
54/100 Jul 23, 2026
343
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof Jun 29, 2026 Hold
36 /100
Weak
— Jun 29, 2026
344
AngloGold Ashanti plc
AU · US
AngloGold Ashanti: A Re-Rated Major Gold Miner in Transition, Cash-Rich but Reserve-Light and Priced Near Fair Value Jun 25, 2026 Hold
36 /100
Weak
26/100 Jun 25, 2026
345
Gold Fields Limited
GFI · US
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk Jun 25, 2026 Cautious Buy
36 /100
Weak
39/100 Jun 25, 2026
346
BlackSky Technology, Inc.
BKSY · US
BlackSky Technology Research from a Long-Term Owner's Perspective Jun 4, 2026 Avoid
36 /100
Weak
— Jun 5, 2026
347
Host Hotels & Resorts, Inc.
HST · US
Host Hotels & Resorts Deep Value Investment Research May 30, 2026 Watch
36 /100
Weak
26/100 Jun 10, 2026
348
Aker BP ASA
AKRBP · OL
Aker BP ASA: The 2028 Cash Inflection Is Sanctioned and Tax-Shielded, but NOK 356 Leaves No Conservative Margin of Safety Sep 4, 2026 Hold
35 /100
Weak
41/100 Sep 4, 2026
349
Uni-President China Holdings Ltd.
0220 · HK
Uni-President China: A 7% Yield Backed by a 100% Payout, but the Beverage Arm That Is Almost Two-Thirds of Sales Has Stopped Growing Aug 26, 2026 Hold
35 /100
Weak
— Aug 26, 2026
350
Orkla ASA
ORK · OL
Orkla: Zero Organic Growth in the Controlled Portfolio, Jotun Operating Profit Up 21%, and a 21% NAV Discount at NOK 97.10 Aug 25, 2026 Hold
35 /100
Weak
75/100 Aug 25, 2026
351
SCHOTT Pharma AG & Co. KGaA
1SXP · XETRA
SCHOTT Pharma: A GLP-1 Boom Priced by the Dose, Not the Drug, and a Capacity Bill That Has Yet to Prove Its Return Aug 6, 2026 Hold
35 /100
Weak
67/100 Aug 6, 2026
352
Axcelis Technologies
ACLS · US
Axcelis Technologies ACLS Deep Value Research Jun 4, 2026 Watch
35 /100
Weak
— Jun 5, 2026
353
Eversource Energy
ES · US
Eversource Energy: A Long-Term Business Owner's Deep Dive May 28, 2026 Watch
35 /100
Weak
23/100 Jun 10, 2026
354
Halliburton Company
HAL · US
Halliburton: A Deep Dive on Long-Term Value May 28, 2026 Watch
35 /100
Weak
31/100 Jun 10, 2026
355
51WORLD
6651 · HK
51WORLD: A Deep Research Report May 25, 2026 Watch
35 /100
Weak
— Jun 11, 2026