301
Saipem S.p.A.
SPM · MI
Saipem: The Offshore Repair Is Real, but the Subsea7 Merger Remains Unresolved Jul 4, 2026 Hold
39 /100
Weak
— Jul 4, 2026
302
Aker Solutions ASA
AKSO · OL
Aker Solutions: A Leaner Contractor Priced Without a Margin of Safety Jul 1, 2026 Hold
39 /100
Weak
— Jul 1, 2026
303
Navitas Semiconductor Corporation
NVTS · US
Navitas Semiconductor (NVTS.US) Zen Horizon Research Report Jun 8, 2026 Underweight
39 /100
Weak
— Jun 8, 2026
304
Intuitive Machines, Inc.
LUNR · US
Intuitive Machines (LUNR): A Long-Term Owner's Perspective Jun 4, 2026 Watch
39 /100
Weak
— Jun 5, 2026
305
Camden Property Trust
CPT · US
Camden Property Trust: A Value-Investing Deep Dive May 31, 2026 Watch
39 /100
Weak
— Jun 6, 2026
306
Everest Group, Ltd.
EG · US
Everest Group In-Depth Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 10, 2026
307
Huntington Ingalls Industries, Inc.
HII · US
Huntington Ingalls Industries: A Deep Value Investment Study May 30, 2026 Watch
39 /100
Weak
77/100 Jun 10, 2026
308
International Paper Company
IP · US
International Paper Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 9, 2026
309
Mid-America Apartment Communities, Inc.
MAA · US
Mid-America Apartment Communities Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 8, 2026
310
NVR, Inc.
NVR · US
NVR Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
89/100 Jun 10, 2026
311
Regency Centers Corporation
REG · US
Regency Centers In-Depth Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 10, 2026
312
Solventum Corporation
SOLV · US
Solventum Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
71/100 Jun 8, 2026
313
UDR, Inc.
UDR · US
UDR Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
48/100 Jun 7, 2026
314
NiSource Inc.
NI · US
NiSource: A Deep-Dive Value Investing Research Report May 29, 2026 Watch
39 /100
Weak
— Jun 10, 2026
315
PulteGroup, Inc.
PHM · US
PulteGroup Value Investing Research Report May 29, 2026 Watch
39 /100
Weak
71/100 Jun 10, 2026
316
Regions Financial Corporation
RF · US
Regions Financial Corporation: A Long-Term Value Investment Study May 29, 2026 Watch
39 /100
Weak
— Jun 7, 2026
317
DTE Energy Company
DTE · US
DTE Energy: A Long-Term Owner's Perspective on a U.S. Regulated Utility May 28, 2026 Watch
39 /100
Weak
37/100 Jun 10, 2026
318
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
319
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
320
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
321
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
322
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
323
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
324
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
325
Rocket Pharmaceuticals, Inc.
RCKT · US
Rocket Pharmaceuticals: Cash Buys Time, but Danon Still Has to Earn Back the Market's Trust Jul 25, 2026 Hold
38 /100
Weak
— Jul 25, 2026
326
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
327
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
328
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
329
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
330
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
331
Fortrea Holdings Inc.
FTRE · US
Fortrea Deep Dive: Global Clinical CRO Repair After the Labcorp Spin-Off Jun 12, 2026 Watch
38 /100
Weak
— Jun 12, 2026
332
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
333
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
334
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
335
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
336
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
337
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
338
Reliance, Inc.
RS · US
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band Aug 30, 2026 Hold
37 /100
Weak
65/100 Aug 30, 2026
339
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
340
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
341
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
342
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
343
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
344
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
345
ICON plc
ICLR · US
ICON plc In-Depth Research Jun 12, 2026 Hold
37 /100
Weak
— Jun 13, 2026
346
Shanghai Biren Technology Co., Ltd.
6082 · HK
Biren Technology Deep-Dive Research Jun 11, 2026 Watch
37 /100
Weak
— Jun 11, 2026
347
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. Jun 9, 2026 Watch
37 /100
Weak
— Jun 9, 2026
348
LongBio Pharma
1779 · HK
LongBio Pharma-B Vertical and Horizontal Analysis Jun 3, 2026 Watch
37 /100
Weak
— Jun 5, 2026
349
Hormel Foods Corporation
HRL · US
Hormel Foods Deep Value Investment Research May 31, 2026 Watch
37 /100
Weak
— Jun 8, 2026
350
Viper Energy, Inc.
VNOM · US
Viper Energy Deep-Dive Research May 31, 2026 Hold
37 /100
Weak
— Jun 5, 2026
351
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
352
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
353
Sanmina Corporation
SANM · US
Sanmina Corporation Jul 23, 2026 Hold
36 /100
Weak
54/100 Jul 23, 2026
354
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
355
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof Jun 29, 2026 Hold
36 /100
Weak
— Jun 29, 2026
356
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
357
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
358
Stanley Black & Decker, Inc.
SWK · US
Stanley Black & Decker Deep Value Investment Research May 30, 2026 Watch
36 /100
Weak
— Jun 7, 2026
359
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
360
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
361
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
362
Absci Corporation
ABSI · US
Absci Corporation: The Platform Is Real, but the Price Already Bets Big on ABS-201 Jul 25, 2026 Hold
35 /100
Weak
— Jul 25, 2026
363
Axcelis Technologies
ACLS · US
Axcelis Technologies ACLS Deep Value Research Jun 4, 2026 Watch
35 /100
Weak
— Jun 5, 2026
364
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
365
Halliburton Company
HAL · US
Halliburton: A Deep Dive on Long-Term Value May 28, 2026 Watch
35 /100
Weak
31/100 Jun 10, 2026
366
Consolidated Edison, Inc.
ED · US
Consolidated Edison: A Long-Term Business Owner's View May 27, 2026 Watch
35 /100
Weak
— Jun 10, 2026
367
General Motors Company
GM · US
General Motors: A Deep Value Investment Analysis May 26, 2026 Watch
35 /100
Weak
— Jun 11, 2026
368
51WORLD
6651 · HK
51WORLD: A Deep Research Report May 25, 2026 Watch
35 /100
Weak
— Jun 11, 2026
369
Amcor plc
AMCR · US
Amcor: Packaging Platform and M&A Integration Study May 23, 2026 Watch
35 /100
Weak
— Jun 11, 2026