501
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
502
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
503
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
504
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
505
ACM Research Shanghai, Inc.
688082 · Shanghai
ACM Research Shanghai: A Genuine Platform Story, Priced for Zero Margin of Safety Jul 4, 2026 Watch
42 /100
Weak
64/100 Jul 4, 2026
506
First Majestic Silver Corp.
AG · US
First Majestic Silver: A Better Miner After Los Gatos, No Longer a Cheap One Jul 3, 2026 Hold
42 /100
Weak
17/100 Jul 3, 2026
507
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
508
Beijing Jingyi Automation Equipment Co., Ltd.
688652 · Shanghai
Beijing Jingyi: A Genuine Semiconductor Subsystem Business at an Increasingly Demanding Price Jun 29, 2026 Watch
42 /100
Weak
— Jun 29, 2026
509
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
510
Schaeffler AG
SHA · XETRA
Schaeffler: More Interesting Than Its Multiple, but Not Yet Safer Than It Implies Jun 29, 2026 Watch
42 /100
Weak
— Jun 29, 2026
511
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
512
Games Workshop Group PLC
GAW · LSE
Games Workshop: An Exceptional Warhammer Compounder, Priced for Continued Excellence Jun 26, 2026 Hold
42 /100
Weak
94/100 Jun 26, 2026
513
Graco Inc.
GGG · US
Graco Inc.: A Premium Fluid-Handling Compounder Priced for a Recovery Not Yet Visible Jun 21, 2026 Hold
42 /100
Weak
89/100 Jun 21, 2026
514
MKS Inc.
MKSI · US
MKS Inc.: A Hybrid Process-Control Platform Priced for a Near-Best-Case AI Cycle Jun 21, 2026 Avoid
42 /100
Weak
— Jun 21, 2026
515
LG Energy Solution, Ltd.
373220 · Korea
LG Energy Solution: Strategic Assets, Unproven Returns Jun 20, 2026 Hold
42 /100
Weak
— Jun 20, 2026
516
YASKAWA Electric Corporation
6506 · TSE
Yaskawa Electric: Servo Recovery at a Full Price Jun 17, 2026 Hold
42 /100
Weak
— Jun 18, 2026
517
10x Genomics, Inc.
TXG · US
10x Genomics Deep-Dive Research Jun 15, 2026 Hold
42 /100
Weak
— Jun 15, 2026
518
Guangzhou Huate Gas Co., Ltd.
688268 · Shanghai
A Long-Term Owner's View of Huate Gas Jun 9, 2026 Watch
42 /100
Weak
— Jun 10, 2026
519
SÜSS MicroTec SE
SMHN · XETRA
SÜSS MicroTec (SMHN): A Niche Winner in Advanced Packaging Equipment, Good Company at a Bad Price Jun 9, 2026 Watch
42 /100
Weak
49/100 Jun 10, 2026
520
Centrus Energy Corp.
LEU · US
Centrus Energy Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
42 /100
Weak
65/100 Jun 10, 2026
521
Entegris, Inc.
ENTG · US
Entegris (ENTG) Zen Horizon Research Report Jun 5, 2026 Watch
42 /100
Weak
— Jun 10, 2026
522
Curtiss-Wright Corporation
CW · US
Curtiss-Wright Research from a Long-Term Owner's Perspective Jun 3, 2026 Watch
42 /100
Weak
78/100 Jun 10, 2026
523
MACOM Technology Solutions Holdings, Inc.
MTSI · US
MACOM Technology Research from a Long-Term Owner's Perspective Jun 3, 2026 Watch
42 /100
Weak
33/100 Jun 10, 2026
524
Federal Realty Investment Trust
FRT · US
Federal Realty Investment Trust: A Deep-Dive Research Report from a Long-Term Business Owner's Perspective May 31, 2026 Watch
42 /100
Weak
40/100 Jun 10, 2026
525
Universal Health Services, Inc.
UHS · US
Universal Health Services Value-Investing Deep-Dive May 31, 2026 Cautious Buy
42 /100
Weak
74/100 Jun 10, 2026
526
McCormick & Company, Incorporated
MKC · US
McCormick Deep Value Investment Research May 30, 2026 Watch
42 /100
Weak
81/100 Jun 10, 2026
527
Tractor Supply Company
TSCO · US
Tractor Supply Deep Value Investment Research May 30, 2026 Watch
42 /100
Weak
74/100 Jun 10, 2026
528
Fox Corporation
FOX · US
Fox Corporation: A Deep Value Investing Analysis May 29, 2026 Watch
42 /100
Weak
74/100 Jun 10, 2026
529
Loews Corporation
L · US
Loews Corporation: A Value Investing Deep Dive May 29, 2026 Watch
42 /100
Weak
— Jun 10, 2026
530
Omnicom Group Inc.
OMC · US
Omnicom Group Inc: A Long-Term Owner's Research Report May 29, 2026 Watch
42 /100
Weak
— Jun 10, 2026
531
Constellation Brands, Inc.
STZ · US
Constellation Brands Long-Term Value Research Report May 29, 2026 Watch
42 /100
Weak
37/100 Jun 10, 2026
532
NetApp, Inc.
NTAP · US
NetApp: A Deep-Value Study May 28, 2026 Watch
42 /100
Weak
88/100 Jun 10, 2026
533
Super Micro Computer, Inc.
SMCI · US
Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance Discount May 28, 2026 Watch
42 /100
Weak
67/100 Jun 10, 2026
534
Cencora, Inc.
COR · US
Cencora Deep-Dive Value Investment Analysis May 27, 2026 Watch
42 /100
Weak
66/100 Jun 11, 2026
535
eBay Inc.
EBAY · US
eBay as a Long-Term Business Asset: A Value Analysis May 27, 2026 Watch
42 /100
Weak
56/100 Jun 11, 2026
536
Realty Income Corporation
O · US
Realty Income: A Deep Value-Investing Study May 27, 2026 Watch
42 /100
Weak
— Jun 11, 2026
537
ONEOK, Inc.
OKE · US
ONEOK In-Depth Value Investing Analysis May 27, 2026 Cautious Buy
42 /100
Weak
51/100 Jun 11, 2026
538
ON Semiconductor Corporation
ON · US
onsemi: A Research Report Through the Lens of a Long-Term Business Owner May 27, 2026 Watch
42 /100
Weak
— Jun 11, 2026
539
Steel Dynamics, Inc.
STLD · US
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder May 27, 2026 Watch
42 /100
Weak
64/100 Jun 10, 2026
540
State Street Corporation
STT · US
State Street Corporation: In-Depth Value Investing Research May 27, 2026 Watch
42 /100
Weak
67/100 Jun 10, 2026
541
WEC Energy Group, Inc.
WEC · US
WEC Energy Group Deep Dive: A High-Quality Utility, but Its Premium Stability Is Already Fully Priced In May 27, 2026 Watch
42 /100
Weak
51/100 Jun 10, 2026
542
EOG Resources, Inc.
EOG · US
EOG Resources: A Long-Term Owner's Perspective May 26, 2026 Watch
42 /100
Weak
42/100 Jun 11, 2026
543
SLB (Schlumberger Limited)
SLB · US
SLB: A Long-Term Owner's Perspective May 26, 2026 Watch
42 /100
Weak
35/100 Jun 11, 2026
544
Chevron Corporation
CVX · US
Chevron Corporation: A Value-Investing Deep Dive May 25, 2026 Watch
42 /100
Weak
— Jun 10, 2026
545
Franklin Resources, Inc.
BEN · US
Franklin Resources (BEN): A Deep Value Investing Study May 24, 2026 Watch
42 /100
Weak
— Jun 10, 2026
546
Casey's General Stores, Inc.
CASY · US
Casey's General Stores In-Depth Value Investing Analysis May 24, 2026 Watch
42 /100
Weak
66/100 Jun 10, 2026
547
Church & Dwight Co., Inc.
CHD · US
Church & Dwight Long-Term Value Investment Analysis May 24, 2026 Watch
42 /100
Weak
87/100 Jun 11, 2026
548
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
549
Cummins Inc.
CMI · US
Cummins Long-Term Value Investment Analysis May 24, 2026 Watch
42 /100
Weak
74/100 Jun 11, 2026
550
American International Group, Inc.
AIG · US
AIG: Property-Casualty Insurance and Capital Return Study May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
551
The Allstate Corporation
ALL · US
Allstate: Personal P&C Insurance and Protection Services Study May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
552
Air Products and Chemicals, Inc.
APD · US
Air Products: A Long-Term Value Study of Industrial Gases May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
553
Aptiv PLC
APTV · US
Aptiv: The New Aptiv and Its Automotive Connection Systems May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
554
Take-Two Interactive Software, Inc.
TTWO · US
Take-Two Interactive: A Long-Term Owner's Perspective May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
555
ASE Technology Holding Co., Ltd.
3711 · Taiwan
ASE Technology Holding: An In-Depth Value Investing Study May 22, 2026 Watch —
42 /100
Weak
57/100 Jun 11, 2026
556
CSX Corporation
CSX · US
CSX Corporation: A Deep-Dive Value Investing Study May 22, 2026 Watch
42 /100
Weak
72/100 Jun 11, 2026
557
Electronic Arts Inc.
EA · US
Electronic Arts: A Value-Investing Deep Dive May 22, 2026 Watch
42 /100
Weak
90/100 Jun 11, 2026
558
Mondelez International, Inc.
MDLZ · US
MDLZ: Investment Research Through a Long-Term Business Owner's Lens May 22, 2026 Watch
42 /100
Weak
63/100 Jun 11, 2026
559
Baker Hughes Company
BKR · US
Baker Hughes In-Depth Value Investing Analysis May 21, 2026 Watch
42 /100
Weak
40/100 Jun 10, 2026
560
Comcast Corporation
CMCSA · US
Comcast: A Deep Value-Investing Analysis May 21, 2026 Cautious Buy
42 /100
Weak
70/100 Jun 10, 2026
561
Infosys Limited
INFY · US
Infosys: In-Depth Value Investing Research May 20, 2026 Watch
42 /100
Weak
93/100 Jun 10, 2026
562
Talen Energy Corporation
TLN · US
Talen Energy Corporation In-Depth Research Report May 20, 2026 Watch
42 /100
Weak
— Jun 10, 2026
563
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
564
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
565
HOCHTIEF Aktiengesellschaft
HOT · XETRA
HOCHTIEF: Data Centers Are 21% of Backlog and 32% of FY2025 Orders, and EUR 426 Prices the Boom Against a EUR 358 Base SOTP Sep 7, 2026 Watch
41 /100
Weak
— Sep 7, 2026
566
Valmet Oyj
VALMT · HE
Valmet Oyj: Two Businesses, One Share Price, and a Separation Thesis Already Partly Priced Sep 2, 2026 Hold
41 /100
Weak
70/100 Sep 2, 2026
567
GoerTek Inc.
002241 · Shenzhen
GoerTek: Stand-Alone Q2 Grew 0.67%, FY2025's Profit Jump Was Largely an Accounting Gain, and CNY 23.51 Already Pays the Base Case Aug 30, 2026 Hold
41 /100
Weak
45/100 Aug 30, 2026
568
Shenzhen Transsion Holdings Co., Ltd.
688036 · Shanghai
Transsion Holdings: H1 Gross Margin Rebounded to 22.6% on Price Rises and Cheap Inventory, but Operating Cash Flow of Negative CNY 5.861 Billion Leaves CNY 57.82 Above the CNY 44-47 Conservative Value Aug 27, 2026 Hold
41 /100
Weak
69/100 Aug 27, 2026
569
Nextpower Inc.
NXT · US
Nextpower Inc: Tracker Leadership Is Real, the Platform Premium Still Has to Be Earned Aug 25, 2026 Hold
41 /100
Weak
56/100 Aug 25, 2026
570
Houlihan Lokey, Inc.
HLI · US
Houlihan Lokey: Deal Count Held, Fee Density Did Not, and the Restructuring Hedge Is Dormant Aug 19, 2026 Hold
41 /100
Weak
83/100 Aug 19, 2026
571
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
572
Lockheed Martin Corporation
LMT · US
Lockheed Martin: Backlog Rose 36.8 Billion Dollars in Six Months, Mostly on a Single THAAD Action, While 19.2 Times Guided Earnings Leaves No Margin of Safety Aug 3, 2026 Hold
41 /100
Weak
76/100 Aug 3, 2026
573
Fujikura Ltd.
5803 · TSE
Fujikura: A Real AI-Optics Profit Engine, but a Price That Leaves No Margin of Safety Jul 25, 2026 Watch
41 /100
Weak
— Jul 25, 2026
574
Energy Fuels Inc.
UUUU · US
Energy Fuels: A Genuine Uranium Ramp, Priced Ahead of an Unbuilt Rare-Earth Chain Jul 16, 2026 Hold
41 /100
Weak
— Jul 16, 2026
575
Fluence Energy, Inc.
FLNC · US
Fluence Energy: Real Storage Backlog, Not Yet Real Margins Jul 10, 2026 Hold
41 /100
Weak
— Jul 10, 2026
576
Leonardo S.p.A.
LDO · MI
Leonardo: A Re-Rating With Real Earnings Behind It, Priced Like the Quality Gap to BAE and Thales Is Already Closed Jul 8, 2026 Hold
41 /100
Weak
— Jul 8, 2026
577
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
578
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
579
Estun Automation Co., Ltd.
002747 · Shenzhen
Estun Automation: A Good Company at a Bad A-Share Price Jul 1, 2026 Watch
41 /100
Weak
— Jul 1, 2026
580
Mitsubishi Electric Corporation
6503 · TSE
Mitsubishi Electric: A Conglomerate in Transition, Fully Priced Jul 1, 2026 Hold
41 /100
Weak
— Jul 1, 2026
581
Chow Tai Fook Jewellery Group Limited
1929 · HK
Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value Jun 25, 2026 Hold
41 /100
Weak
68/100 Jun 25, 2026
582
THK Co., Ltd.
6481 · TSE
THK: A Category-Defining Linear-Motion Franchise Re-Rated on Restructuring and a Still-Unbooked Robotics Option Jun 24, 2026 Hold
41 /100
Weak
— Jun 24, 2026
583
JSR Corporation
4185 · TSE
JSR (4185.TSE): A Leading Semiconductor Materials Company in Delisting Restructuring Jun 9, 2026 Watch
41 /100
Weak
— Jun 10, 2026
584
JSC National Atomic Company Kazatomprom
KAP · IL
Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report Jun 9, 2026 Watch
41 /100
Weak
62/100 Jun 10, 2026
585
Liuliumei Orchard Group Co., Ltd. (Liuliumei)
6658 · HK
Liuliumei (06658.HK) Zen Horizon Report Jun 8, 2026 Watch
41 /100
Weak
— Jun 10, 2026
586
Oceaneering International
OII · US
Oceaneering International Zen Horizon Framework Deep Dive Jun 7, 2026 Watch
41 /100
Weak
37/100 Jun 10, 2026
587
AeroVironment, Inc.
AVAV · US
AeroVironment (AVAV) Zen Horizon Research Report Jun 5, 2026 Watch
41 /100
Weak
— Jun 10, 2026
588
VeriSilicon
688521 · Shanghai
VeriSilicon From a Long-Term Owner's Perspective Jun 4, 2026 Avoid
41 /100
Weak
— Jun 10, 2026
589
Bruker Corporation
BRKR · US
Bruker Zen Horizon Research: A Hidden Champion in Scientific Instruments, but Organic Growth Is Receding and Valuation Has Priced In the Recovery Jun 4, 2026 Watch
41 /100
Weak
— Jun 10, 2026
590
Skyworks Solutions, Inc.
SWKS · US
Skyworks Solutions Deep Value Investment Analysis May 31, 2026 Watch
41 /100
Weak
— Jun 10, 2026
591
DaVita Inc.
DVA · US
DaVita In-Depth Value Investing Research May 30, 2026 Watch
41 /100
Weak
62/100 Jun 10, 2026
592
Genuine Parts Company
GPC · US
Genuine Parts: In-Depth Value Investing Research May 30, 2026 Watch
41 /100
Weak
— Jun 10, 2026
593
Hasbro, Inc.
HAS · US
Hasbro: A Deep Value Investing Study May 30, 2026 Watch
41 /100
Weak
— Jun 10, 2026
594
Pinnacle West Capital Corporation
PNW · US
Pinnacle West Capital Corporation Value Investment Research Report May 30, 2026 Watch
41 /100
Weak
— Jun 10, 2026
595
DuPont de Nemours, Inc.
DD · US
DuPont de Nemours: An Investment Analysis Through a Long-Term Business Owner's Lens May 29, 2026 Watch
41 /100
Weak
— Jun 10, 2026
596
Quest Diagnostics Incorporated
DGX · US
Quest Diagnostics: A Long-Term Business-Owner Investment Analysis May 29, 2026 Watch
41 /100
Weak
74/100 Jun 10, 2026
597
Lennar Corporation
LEN · US
Lennar Corporation: A Deep Value Investing Analysis May 29, 2026 Watch
41 /100
Weak
— Jun 10, 2026
598
Principal Financial Group, Inc.
PFG · US
Principal Financial Group: A Long-Term Business Owner's Perspective May 29, 2026 Watch
41 /100
Weak
67/100 Jun 10, 2026
599
PPG Industries, Inc.
PPG · US
PPG Industries: A Long-Term Owner-Perspective Investment Analysis May 29, 2026 Watch
41 /100
Weak
83/100 Jun 10, 2026
600
T. Rowe Price Group, Inc.
TROW · US
T. Rowe Price Group: A Deep-Dive Value Investing Research Report May 29, 2026 Cautious Buy
41 /100
Weak
88/100 Jun 10, 2026