601
Union Pacific Corporation
UNP · US
Union Pacific: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
77/100 Jun 11, 2026
602
Bristol-Myers Squibb Company
BMY · US
Bristol-Myers Squibb: A Deep Value-Investing Study May 24, 2026 Watch
43 /100
Weak
27/100 Jun 10, 2026
603
Broadridge Financial Solutions, Inc.
BR · US
Broadridge Financial Solutions Deep-Dive Value Investing Analysis May 24, 2026 Watch
43 /100
Weak
78/100 Jun 10, 2026
604
Ciena Corporation
CIEN · US
Ciena: A Long-Term Value Investing Analysis May 24, 2026 Watch
43 /100
Weak
62/100 Jun 11, 2026
605
Chipotle Mexican Grill, Inc.
CMG · US
Chipotle Mexican Grill: A Long-Term Value Investment Analysis May 24, 2026 Watch
43 /100
Weak
58/100 Jun 11, 2026
606
The Cooper Companies, Inc.
COO · US
Cooper Companies: A Long-Term Value Investing Analysis May 24, 2026 Watch
43 /100
Weak
— Jun 11, 2026
607
Ross Stores, Inc.
ROST · US
Ross Stores: A Long-Term Owner's Perspective May 23, 2026 Watch
43 /100
Weak
72/100 Jun 11, 2026
608
GE HealthCare Technologies Inc.
GEHC · US
GE HealthCare Technologies: A Deep Value Investment Analysis May 22, 2026 Watch
43 /100
Weak
82/100 Jun 11, 2026
609
Microchip Technology Incorporated
MCHP · US
Microchip Technology: A Deep Dive from a Long-Term Business Owner's Perspective May 22, 2026 Watch
43 /100
Weak
— Jun 11, 2026
610
PepsiCo, Inc.
PEP · US
PepsiCo: A Long-Term Owner's Perspective Investment Study May 22, 2026 Watch
43 /100
Weak
84/100 Jun 10, 2026
611
PayPal Holdings, Inc.
PYPL · US
PayPal Holdings: A Deep-Dive Investment Study May 22, 2026 Cautious Buy
43 /100
Weak
84/100 Jun 10, 2026
612
Western Superconducting Technologies Co., Ltd.
688122 · Shanghai
Western Superconducting: A Long-Term Enterprise Value Analysis May 21, 2026 Watch
43 /100
Weak
50/100 Jun 10, 2026
613
Amgen Inc.
AMGN · US
Amgen Inc. Deep-Dive Value Investing Analysis May 21, 2026 Watch
43 /100
Weak
67/100 Jun 10, 2026
614
Coca-Cola Europacific Partners PLC
CCEP · US
Coca-Cola Europacific Partners: A Deep Value Investing Analysis May 21, 2026 Watch
43 /100
Weak
65/100 Jun 10, 2026
615
Jiangsu Nata Opto-electronic Material Co., Ltd.
300346 · Shenzhen
Nata Opto-electronic: A Value-Investing Deep Dive May 20, 2026 Watch
43 /100
Weak
44/100 Jun 10, 2026
616
CoreWeave, Inc.
CRWV · US
CoreWeave In-Depth Value Research Report May 20, 2026 Watch
43 /100
Weak
— Jun 10, 2026
617
IREN Limited
IREN · US
IREN Limited: A Deep-Dive Long-Term Value Investment Study May 20, 2026 Watch
43 /100
Weak
— Jun 10, 2026
618
Lumentum Holdings Inc.
LITE · US
Lumentum Holdings: A Deep Value-Investing Study May 20, 2026 Avoid
43 /100
Weak
— Jun 10, 2026
619
Seagate Technology Holdings plc
STX · US
Seagate Technology: A Deep Value-Investing Study May 20, 2026 Watch
43 /100
Weak
52/100 Jun 10, 2026
620
Vistra Corp.
VST · US
Vistra Corp.: A Deep Study from the Long-Term Owner's Perspective May 20, 2026 Watch
43 /100
Weak
16/100 Jun 10, 2026
621
Constellation Energy Corporation
CEG · US
Constellation Energy: A Long-Term Value Investing Deep Dive May 19, 2026 Watch
43 /100
Weak
28/100 Jun 11, 2026
622
Modine Manufacturing Company
MOD · US
Modine Manufacturing: A Deep Long-Term Value Investing Study May 19, 2026 Watch
43 /100
Weak
37/100 Jun 11, 2026
623
Nebius Group N.V.
NBIS · US
Nebius Group: A Long-Term Owner's Perspective May 18, 2026 Watch
43 /100
Weak
— Jun 11, 2026
624
Komatsu Ltd.
6301 · TSE
Komatsu Ltd.: A 51.8% Aftermarket Mix Meets ¥88.3bn of Tariffs, and ¥7,114 Already Prices the Mining Upcycle Sep 13, 2026 Hold
42 /100
Weak
— Sep 13, 2026
625
Revolve Group, Inc.
RVLV · US
Revolve Group: 162 of Q2's 250 Basis Points of Gross-Margin Gain Were a Tariff Refund, and Five Years of Cash Converted Only 0.73x Net Income Sep 13, 2026 Watch
42 /100
Weak
81/100 Sep 13, 2026
626
BioNTech SE
BNTX · US
BioNTech SE: Cash Is the Floor, Pumitamig Is the Option Sep 12, 2026 Hold
42 /100
Weak
— Sep 12, 2026
627
Industria de Diseño Textil, S.A.
ITX · MC
Inditex: A Productivity Compounder Meets Its Valuation Test Sep 8, 2026 Hold
42 /100
Weak
85/100 Sep 8, 2026
628
Jerónimo Martins, SGPS, S.A.
JMT · LS
Jerónimo Martins: EBITDA Up 7.6%, Net Profit Down 3.5%, and No Conservative Margin of Safety Aug 31, 2026 Hold
42 /100
Weak
78/100 Aug 31, 2026
629
Yutong Bus Co., Ltd.
600066 · Shanghai
Yutong Bus: A 29.62% Overseas Gross Margin Against 19.09% at Home Carried H1 Core Profit Up 15.83%, but 7m+ Share Fell to 28.69% and CNY 30.40 Sits Above the CNY 27 Conservative Value Aug 27, 2026 Hold
42 /100
Weak
67/100 Aug 27, 2026
630
Restaurant Brands International Inc.
QSR · US
Restaurant Brands International: Burger King US Comps at 8.5%, Popeyes US at -5.2%, and No Margin of Safety at $81.57 Aug 25, 2026 Hold
42 /100
Weak
71/100 Aug 25, 2026
631
Check Point Software Technologies Ltd.
CHKP · US
Check Point: A High-Margin Cash Engine Whose Growth Gap Is Not Yet in the Price Aug 16, 2026 Watch
42 /100
Weak
97/100 Aug 16, 2026
632
Semiconductor Manufacturing International Corporation
0981 · HK
SMIC: Strategic Scarcity Is Proven, but Has the Capital Cycle Started Paying Its Way? Aug 8, 2026 Hold
42 /100
Weak
— Aug 8, 2026
633
Shanghai Sinyang Semiconductor Materials Co., Ltd.
300236 · Shenzhen
Shanghai Sinyang Semiconductor Materials: A Real Domestic-Substitution Winner, but Today's Price Already Discounts Years of Fab Penetration Jul 26, 2026 Hold
42 /100
Weak
— Jul 26, 2026
634
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
635
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
636
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
637
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
638
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
639
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
640
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
641
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
642
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
643
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
644
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
645
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
646
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
647
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
648
LG Energy Solution, Ltd.
373220 · Korea
LG Energy Solution: Strategic Assets, Unproven Returns Jun 20, 2026 Hold
42 /100
Weak
— Jun 20, 2026
649
YASKAWA Electric Corporation
6506 · TSE
Yaskawa Electric: Servo Recovery at a Full Price Jun 17, 2026 Hold
42 /100
Weak
— Jun 18, 2026
650
10x Genomics, Inc.
TXG · US
10x Genomics Deep-Dive Research Jun 15, 2026 Hold
42 /100
Weak
— Jun 15, 2026
651
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
652
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
653
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
654
Entegris, Inc.
ENTG · US
Entegris (ENTG) Zen Horizon Research Report Jun 5, 2026 Watch
42 /100
Weak
— Jun 10, 2026
655
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
656
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
657
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
658
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
659
McCormick & Company, Incorporated
MKC · US
McCormick Deep Value Investment Research May 30, 2026 Watch
42 /100
Weak
81/100 Jun 10, 2026
660
Tractor Supply Company
TSCO · US
Tractor Supply Deep Value Investment Research May 30, 2026 Watch
42 /100
Weak
74/100 Jun 10, 2026
661
Fox Corporation
FOX · US
Fox Corporation: A Deep Value Investing Analysis May 29, 2026 Watch
42 /100
Weak
74/100 Jun 10, 2026
662
Loews Corporation
L · US
Loews Corporation: A Value Investing Deep Dive May 29, 2026 Watch
42 /100
Weak
— Jun 10, 2026
663
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
664
Constellation Brands, Inc.
STZ · US
Constellation Brands Long-Term Value Research Report May 29, 2026 Watch
42 /100
Weak
37/100 Jun 10, 2026
665
NetApp, Inc.
NTAP · US
NetApp: A Deep-Value Study May 28, 2026 Watch
42 /100
Weak
88/100 Jun 10, 2026
666
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
667
Cencora, Inc.
COR · US
Cencora Deep-Dive Value Investment Analysis May 27, 2026 Watch
42 /100
Weak
66/100 Jun 11, 2026
668
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
669
Realty Income Corporation
O · US
Realty Income: A Deep Value-Investing Study May 27, 2026 Watch
42 /100
Weak
— Jun 11, 2026
670
ONEOK, Inc.
OKE · US
ONEOK In-Depth Value Investing Analysis May 27, 2026 Cautious Buy
42 /100
Weak
51/100 Jun 11, 2026
671
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
672
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
673
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
674
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
675
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
676
SLB (Schlumberger Limited)
SLB · US
SLB: A Long-Term Owner's Perspective May 26, 2026 Watch
42 /100
Weak
35/100 Jun 11, 2026
677
Chevron Corporation
CVX · US
Chevron Corporation: A Value-Investing Deep Dive May 25, 2026 Watch
42 /100
Weak
— Jun 10, 2026
678
Franklin Resources, Inc.
BEN · US
Franklin Resources (BEN): A Deep Value Investing Study May 24, 2026 Watch
42 /100
Weak
— Jun 10, 2026
679
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
680
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
681
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
682
Cummins Inc.
CMI · US
Cummins Long-Term Value Investment Analysis May 24, 2026 Watch
42 /100
Weak
74/100 Jun 11, 2026
683
American International Group, Inc.
AIG · US
AIG: Property-Casualty Insurance and Capital Return Study May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
684
The Allstate Corporation
ALL · US
Allstate: Personal P&C Insurance and Protection Services Study May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
685
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
686
Aptiv PLC
APTV · US
Aptiv: The New Aptiv and Its Automotive Connection Systems May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
687
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
688
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
689
CSX Corporation
CSX · US
CSX Corporation: A Deep-Dive Value Investing Study May 22, 2026 Watch
42 /100
Weak
72/100 Jun 11, 2026
690
Electronic Arts Inc.
EA · US
Electronic Arts: A Value-Investing Deep Dive May 22, 2026 Watch
42 /100
Weak
90/100 Jun 11, 2026
691
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
692
Baker Hughes Company
BKR · US
Baker Hughes In-Depth Value Investing Analysis May 21, 2026 Watch
42 /100
Weak
40/100 Jun 10, 2026
693
Comcast Corporation
CMCSA · US
Comcast: A Deep Value-Investing Analysis May 21, 2026 Cautious Buy
42 /100
Weak
70/100 Jun 10, 2026
694
Infosys Limited
INFY · US
Infosys: In-Depth Value Investing Research May 20, 2026 Watch
42 /100
Weak
93/100 Jun 10, 2026
695
Talen Energy Corporation
TLN · US
Talen Energy Corporation In-Depth Research Report May 20, 2026 Watch
42 /100
Weak
— Jun 10, 2026
696
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
697
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
698
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
699
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
700
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