401
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
402
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
403
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
404
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
405
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
406
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
407
ICON plc
ICLR · US
ICON plc In-Depth Research Jun 12, 2026 Hold
37 /100
Weak
— Jun 13, 2026
408
Shanghai Biren Technology Co., Ltd.
6082 · HK
Biren Technology Deep-Dive Research Jun 11, 2026 Watch
37 /100
Weak
— Jun 11, 2026
409
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. Jun 9, 2026 Watch
37 /100
Weak
— Jun 9, 2026
410
LongBio Pharma
1779 · HK
LongBio Pharma-B Vertical and Horizontal Analysis Jun 3, 2026 Watch
37 /100
Weak
— Jun 5, 2026
411
Hormel Foods Corporation
HRL · US
Hormel Foods Deep Value Investment Research May 31, 2026 Watch
37 /100
Weak
— Jun 8, 2026
412
Viper Energy, Inc.
VNOM · US
Viper Energy Deep-Dive Research May 31, 2026 Hold
37 /100
Weak
— Jun 5, 2026
413
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
414
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
415
Sanmina Corporation
SANM · US
Sanmina Corporation Jul 23, 2026 Hold
36 /100
Weak
54/100 Jul 23, 2026
416
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
417
Panasonic Holdings Corporation
6752 · TSE
Panasonic Holdings: Better Business, Priced Ahead of Proof Jun 29, 2026 Hold
36 /100
Weak
— Jun 29, 2026
418
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
419
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
420
Stanley Black & Decker, Inc.
SWK · US
Stanley Black & Decker Deep Value Investment Research May 30, 2026 Watch
36 /100
Weak
— Jun 7, 2026
421
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
422
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
423
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
424
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
425
Axcelis Technologies
ACLS · US
Axcelis Technologies ACLS Deep Value Research Jun 4, 2026 Watch
35 /100
Weak
— Jun 5, 2026
426
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
427
Halliburton Company
HAL · US
Halliburton: A Deep Dive on Long-Term Value May 28, 2026 Watch
35 /100
Weak
31/100 Jun 10, 2026
428
Consolidated Edison, Inc.
ED · US
Consolidated Edison: A Long-Term Business Owner's View May 27, 2026 Watch
35 /100
Weak
— Jun 10, 2026
429
General Motors Company
GM · US
General Motors: A Deep Value Investment Analysis May 26, 2026 Watch
35 /100
Weak
— Jun 11, 2026
430
51WORLD
6651 · HK
51WORLD: A Deep Research Report May 25, 2026 Watch
35 /100
Weak
— Jun 11, 2026
431
Amcor plc
AMCR · US
Amcor: Packaging Platform and M&A Integration Study May 23, 2026 Watch
35 /100
Weak
— Jun 11, 2026
432
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
433
Henan Pinggao Electric Co., Ltd.
600312 · Shanghai
Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet Revenue Jul 4, 2026 Hold
34 /100
Poor
58/100 Jul 4, 2026
434
Devon Energy Corporation
DVN · US
Devon Energy Deep Value Investment Analysis May 27, 2026 Watch
34 /100
Poor
20/100 Jun 11, 2026
435
Occidental Petroleum Corporation
OXY · US
Occidental Petroleum: A Deep Value Study May 27, 2026 Watch
34 /100
Poor
— Jun 11, 2026
436
Kilroy Realty Corporation
KRC · US
Kilroy Realty Corporation: A Value Investing Deep Dive May 20, 2026 Watch
34 /100
Poor
— Jun 10, 2026
437
Tingyi (Cayman Islands) Holding Corp.
0322 · HK
Tingyi: A Mature Cash Cow Whose Profit Growth Comes From Margin, Not Sales Aug 25, 2026 Hold
33 /100
Poor
77/100 Aug 26, 2026
438
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
439
Redwire Corporation
RDW · US
Redwire: A Long-Term Owner's View — Good Runway, an Unproven Good Company Jun 4, 2026 Watch
33 /100
Poor
— Jun 5, 2026
440
Toray Industries, Inc.
3402 · TSE
Toray Industries: A Long-Term Owner's Study Jun 3, 2026 Watch
33 /100
Poor
— Jun 5, 2026
441
The Campbell's Company
CPB · US
The Campbell's Company: A Value-Investing Deep Dive May 31, 2026 Watch
33 /100
Poor
74/100 Jun 10, 2026
442
Dow Inc.
DOW · US
Dow Inc. — A Long-Term Business Owner's Research Report May 29, 2026 Watch
33 /100
Poor
— Jun 10, 2026
443
HP Inc.
HPQ · US
HP Inc.: A Value-Investing Deep Dive May 29, 2026 Watch
33 /100
Poor
81/100 Jun 10, 2026
444
Southwest Airlines Co.
LUV · US
Southwest Airlines Co.: A Value-Investing Deep Dive May 29, 2026 Watch
33 /100
Poor
21/100 Jun 8, 2026
445
Bitdeer Technologies Group
BTDR · US
Bitdeer Technologies: A Deep-Value Investment Study May 20, 2026 Watch
33 /100
Poor
— Jun 10, 2026
446
ProPetro Holding Corp.
PUMP · US
ProPetro Holding Corp. Deep Value Research May 20, 2026 Watch
33 /100
Poor
— Jun 10, 2026
447
Viatris Inc.
VTRS · US
Viatris In-Depth Investment Research Report May 30, 2026 Watch
32 /100
Poor
— Jun 8, 2026
448
Shanghai Electric Group Co., Ltd.
601727 · Shanghai
Shanghai Electric: A Long-Term Business Owner's Investment Analysis May 20, 2026 Watch
32 /100
Poor
— Jun 10, 2026
449
T1 Energy Inc.
TE · US
T1 Energy In-Depth Research Report May 20, 2026 Watch
32 /100
Poor
— Jun 10, 2026
450
Relay Therapeutics, Inc.
RLAY · US
Relay Therapeutics: USD 3.22bn of Pipeline Value Above Cash Rests on a Phase 3 Run Against Approved Capivasertib Rather Than Placebo Sep 12, 2026 Watch
31 /100
Poor
— Sep 12, 2026
451
Nikon Corporation
7731 · TSE
Nikon Corporation: Impairment Was 88.2% of the JPY 112.448 Billion Fiscal 2026 Operating Loss, the Impairment-Excluded Loss Was Still JPY 13.307 Billion, and JPY 1,740 Sits Above the JPY 1,375-1,500 Conservative Value Sep 10, 2026 Hold
31 /100
Poor
— Sep 10, 2026
452
Zangge Mining Company Limited
000408 · Shenzhen
Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for It Sep 4, 2026 Hold
31 /100
Poor
66/100 Sep 5, 2026
453
Science Applications International Corporation
SAIC · US
SAIC: Margins and Buybacks Lift Owner Earnings to an 8.7% Yield, but a 1.0x Trailing Book-to-Bill Leaves $127.28 Above Conservative Value Aug 26, 2026 Hold
31 /100
Poor
70/100 Aug 26, 2026
454
Shell plc
SHEL · LSE
Shell plc: $22.4 Billion Returned on 52% of Cash Flow, an Eight-Year Reserve Life, and No Margin of Safety at £34.10 Aug 24, 2026 Hold
31 /100
Poor
27/100 Aug 24, 2026
455
Shaanxi Coal Industry Company Limited
601225 · Shanghai
Shaanxi Coal Industry: A Low-Cost Mine Base, 9.32 GW of Unfinished Power, and a 2026 Recovery Already in the Price Aug 20, 2026 Hold
31 /100
Poor
70/100 Aug 20, 2026
456
Diageo plc
DGE · LSE
Diageo: Cyclical Trough and Structural Erosion Are Both Real, and at 16.435 Pounds the Discount Is Not Yet Wide Enough Jul 31, 2026 Hold
31 /100
Poor
84/100 Jul 31, 2026
457
XJ Electric Co., Ltd.
000400 · Shenzhen
XJ Electric: A High-Margin HVDC Niche, But No Margin of Safety at Today's Price Jul 11, 2026 Hold
31 /100
Poor
— Jul 11, 2026
458
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
459
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
460
Babcock & Wilcox Enterprises, Inc.
BW · US
Babcock & Wilcox Enterprises: A Value Investing Deep Dive May 20, 2026 Avoid
31 /100
Poor
— Jun 10, 2026
461
Qorvo, Inc.
QRVO · US
Qorvo: A Long-Term Owner's Perspective Jun 3, 2026 Watch
28 /100
Poor
40/100 Jun 5, 2026
462
CleanSpark, Inc.
CLSK · US
CleanSpark Deep-Dive Value Research May 20, 2026 Watch
28 /100
Poor
— Jun 10, 2026
463
J Sainsbury plc
SBRY · LSE
J Sainsbury plc: The Value of the Post-Argos Food Retailer Sep 8, 2026 Hold
27 /100
Poor
— Sep 8, 2026
464
Tsingtao Brewery Company Limited
600600 · Shanghai
Tsingtao Brewery: H1 Volume Fell 4.9% While Profit Held Flat on Cost Savings, and CNY51.49 Is 12% Above Conservative Value Sep 5, 2026 Hold
27 /100
Poor
70/100 Sep 5, 2026
465
BP p.l.c.
BP · LSE
BP p.l.c.: $22.3bn of Headline Net Debt Sits Inside a $55bn Obligation Stack, and £5.397 Leaves No Conservative Margin of Safety Sep 4, 2026 Hold
27 /100
Poor
— Sep 5, 2026
466
Canaan Inc.
CAN · US
Canaan Inc. — Zen Horizon Framework Deep Dive Jun 8, 2026 Avoid
26 /100
Poor
— Jun 7, 2026
467
Virgin Galactic
SPCE · US
Virgin Galactic: A Deep Value Investment Analysis Jun 4, 2026 Avoid
26 /100
Poor
— Jun 4, 2026
468
Sidus Space
SIDU · US
Sidus Space: A Deep Value Investment Analysis Jun 4, 2026 Avoid
22 /100
Poor
— Jun 5, 2026