701
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
702
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
703
Youdao, Inc.
DAO · US
Youdao: AI-Repaired Margins, Weak Cash Conversion Jun 17, 2026 Hold
39 /100
Weak
— Jun 18, 2026
704
FormFactor, Inc.
FORM · US
FormFactor (FORM.US) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
39 /100
Weak
53/100 Jun 9, 2026
705
Navitas Semiconductor Corporation
NVTS · US
Navitas Semiconductor (NVTS.US) Zen Horizon Research Report Jun 8, 2026 Underweight
39 /100
Weak
— Jun 8, 2026
706
Symbotic
SYM · US
Symbotic Zen Horizon Framework Deep Dive Jun 7, 2026 Avoid
39 /100
Weak
— Jun 10, 2026
707
SCREEN Holdings
7735 · TSE
SCREEN Holdings Deep Value Investment Analysis Jun 4, 2026 Watch
39 /100
Weak
— Jun 5, 2026
708
Karman Holdings, Inc.
KRMN · US
Karman Holdings: A Long-Term Owner's Perspective Jun 4, 2026 Watch
39 /100
Weak
— Jun 5, 2026
709
Intuitive Machines, Inc.
LUNR · US
Intuitive Machines (LUNR): A Long-Term Owner's Perspective Jun 4, 2026 Watch
39 /100
Weak
— Jun 5, 2026
710
Enpro Inc.
NPO · US
Enpro Long-Term Owner's View Research Jun 3, 2026 Watch
39 /100
Weak
— Jun 5, 2026
711
Camden Property Trust
CPT · US
Camden Property Trust: A Value-Investing Deep Dive May 31, 2026 Watch
39 /100
Weak
— Jun 6, 2026
712
Everest Group, Ltd.
EG · US
Everest Group In-Depth Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 10, 2026
713
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
714
Invitation Homes Inc.
INVH · US
Invitation Homes Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 8, 2026
715
International Paper Company
IP · US
International Paper Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 9, 2026
716
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
717
NVR, Inc.
NVR · US
NVR Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
89/100 Jun 10, 2026
718
Regency Centers Corporation
REG · US
Regency Centers In-Depth Value Investment Research May 30, 2026 Watch
39 /100
Weak
— Jun 10, 2026
719
Solventum Corporation
SOLV · US
Solventum Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
71/100 Jun 8, 2026
720
UDR, Inc.
UDR · US
UDR Deep Value Investment Research May 30, 2026 Watch
39 /100
Weak
48/100 Jun 7, 2026
721
Evergy, Inc.
EVRG · US
Evergy: A Long-Term Business Owner's Investment Analysis May 29, 2026 Watch
39 /100
Weak
— Jun 7, 2026
722
NiSource Inc.
NI · US
NiSource: A Deep-Dive Value Investing Research Report May 29, 2026 Watch
39 /100
Weak
— Jun 10, 2026
723
PulteGroup, Inc.
PHM · US
PulteGroup Value Investing Research Report May 29, 2026 Watch
39 /100
Weak
71/100 Jun 10, 2026
724
Regions Financial Corporation
RF · US
Regions Financial Corporation: A Long-Term Value Investment Study May 29, 2026 Watch
39 /100
Weak
— Jun 7, 2026
725
Smurfit WestRock plc
SW · US
Smurfit WestRock: A Long-Term Business Owner's Investment Analysis May 29, 2026 Watch
39 /100
Weak
— Jun 8, 2026
726
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
727
FirstEnergy Corp.
FE · US
FirstEnergy Value Investing Deep Dive May 28, 2026 Watch
39 /100
Weak
— Jun 8, 2026
728
Huntington Bancshares Incorporated
HBAN · US
Huntington Bancshares In-Depth Value Investing Research May 28, 2026 Watch
39 /100
Weak
— Jun 10, 2026
729
M&T Bank Corporation
MTB · US
M&T Bank: A Long-Term Owner's Perspective on a U.S. Regional Bank May 28, 2026 Watch
39 /100
Weak
— Jun 10, 2026
730
NRG Energy, Inc.
NRG · US
NRG Energy: A Long-Term Business Owner's Deep Dive May 28, 2026 Watch
39 /100
Weak
— Jun 10, 2026
731
Fifth Third Bancorp
FITB · US
Fifth Third Bancorp: A Long-Term Business Owner's Perspective May 27, 2026 Watch
39 /100
Weak
— Jun 11, 2026
732
Jabil Inc.
JBL · US
Jabil Inc.: An In-Depth Value Investing Analysis May 27, 2026 Watch
39 /100
Weak
62/100 Jun 10, 2026
733
The Kroger Co.
KR · US
Kroger Deep Value Investment Research May 27, 2026 Watch
39 /100
Weak
70/100 Jun 10, 2026
734
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
735
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
736
Schrödinger, Inc.
SDGR · US
Schrödinger: A 6.0 Million USD Q2 Profit Over a 41.5 Million Operating Loss, and a 20% Rally Driven More by EV/ACV Re-Rating From 3.8 to 4.9 Times Than by ACV Growth Sep 12, 2026 Hold
38 /100
Weak
— Sep 12, 2026
737
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
738
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
739
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
740
AptarGroup, Inc.
ATR · US
AptarGroup: Pharma Carries the Profit, the Price Leaves No Cushion Aug 26, 2026 Hold
38 /100
Weak
70/100 Aug 26, 2026
741
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
742
Shanxi Xinghuacun Fen Wine Factory Co., Ltd.
600809 · Shanghai
Shanxi Fenjiu: 22% More Volume but Only 7.5% More Revenue in 2025, Q1 2026 Out-of-Province Sales Fell 15% While Dealers Grew, and CNY123.52 Sits Above Conservative Value Aug 15, 2026 Hold
38 /100
Weak
86/100 Aug 15, 2026
743
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
744
Carlisle Companies Incorporated
CSL · US
Carlisle Companies: Second-Quarter Sales Rose 8.3% While Adjusted EBITDA Margin Fell 70 Basis Points, and Full-Year Guidance Went Up on Revenue and Down on Margin Aug 6, 2026 Hold
38 /100
Weak
71/100 Aug 6, 2026
745
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
746
AECOM
ACM · US
AECOM: A 16.5% Segment Margin and 12.1x Earnings Are Genuinely Cheap, but First-Half Free Cash Flow of 15 Million Dollars Means 72.39 Dollars Only Buys the Base Case Aug 1, 2026 Hold
38 /100
Weak
45/100 Aug 1, 2026
747
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
748
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
749
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
750
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
751
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
752
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
753
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
754
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
755
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
756
Simulations Plus, Inc.
SLP · US
Simulations Plus: A Credible Drug-Modeling Specialist, Now Priced as a Near-Cash Deal Stock Jun 26, 2026 Avoid
38 /100
Weak
— Jun 26, 2026
757
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
758
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
759
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
760
SUMCO Corporation
3436 · TSE
SUMCO (3436.TSE) Deep-Dive Research Under the Buffett Framework Jun 9, 2026 Watch
38 /100
Weak
— Jun 9, 2026
761
GlobalWafers Co., Ltd.
6488 · TWO
GlobalWafers Deep Value Investment Research Jun 9, 2026 Watch
38 /100
Weak
— Jun 10, 2026
762
Peric Special Gases Co., Ltd.
688146 · Shanghai
Peric Special Gases (688146.SHG) Buffett Framework Deep-Dive Research Jun 9, 2026 Avoid
38 /100
Weak
— Jun 9, 2026
763
Cohu, Inc.
COHU · US
Cohu (COHU): A Cyclical Semiconductor Test Equipment Stock with Insufficient Margin of Safety Jun 9, 2026 Watch
38 /100
Weak
— Jun 9, 2026
764
Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry / Foxconn)
2317 · Taiwan
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research Jun 5, 2026 Hold
38 /100
Weak
65/100 Jun 5, 2026
765
Technoprobe
TPRO · MI
Technoprobe Deep Value Analysis Jun 4, 2026 Watch
38 /100
Weak
— Jun 5, 2026
766
Fundrise Innovation Fund
VCX · US
Fundrise Innovation Fund Deep Value Investment Analysis Jun 4, 2026 Avoid
38 /100
Weak
— Jun 4, 2026
767
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
768
Applied Optoelectronics, Inc.
AAOI · US
Applied Optoelectronics Deep-Dive Research May 31, 2026 Hold
38 /100
Weak
— Jun 5, 2026
769
Charles River Laboratories International, Inc.
CRL · US
Charles River Laboratories Deep Value Investment Research May 31, 2026 Watch
38 /100
Weak
— Jun 10, 2026
770
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
771
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
772
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
773
Arkema S.A.
AKE · Paris
Arkema S.A.: Q2 2026 EBITDA of EUR 390.9m Beat Consensus by About 8% at a 16.1% Margin, but 2.9-Times Leverage Leaves EUR 58.05 Far Above the EUR 32 to EUR 36 Conservative Buy Zone Sep 10, 2026 Watch
37 /100
Weak
— Sep 10, 2026
774
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
775
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
776
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
777
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
778
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
779
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
780
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
781
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
782
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
783
Furukawa Electric Co., Ltd.
5801 · TSE
Furukawa Electric: A Real AI-Optics Transition the Market Has Already Priced In Jul 24, 2026 Watch
37 /100
Weak
— Jul 24, 2026
784
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghai
Changzhou Juhe: Real Moat, Unproven Second Curve Jul 13, 2026 Hold
37 /100
Weak
42/100 Jul 13, 2026
785
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
786
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghai
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround Jul 1, 2026 Hold
37 /100
Weak
— Jul 1, 2026
787
Toll Brothers, Inc.
TOL · US
Toll Brothers Deep-Dive Research Jun 15, 2026 Hold
37 /100
Weak
71/100 Jun 15, 2026
788
ICON plc
ICLR · US
ICON plc In-Depth Research Jun 12, 2026 Hold
37 /100
Weak
— Jun 13, 2026
789
Wolfspeed, Inc.
WOLF · US
Wolfspeed Deep Dive: A vertically integrated silicon carbide pure play with scarce assets, but margins and per-share value are still underwater Jun 12, 2026 Watch
37 /100
Weak
— Jun 13, 2026
790
Shanghai Biren Technology Co., Ltd.
6082 · HK
Biren Technology Deep-Dive Research Jun 11, 2026 Watch
37 /100
Weak
— Jun 11, 2026
791
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. Jun 9, 2026 Watch
37 /100
Weak
— Jun 9, 2026
792
National Silicon Industry Group Co., Ltd.
688126 · Shanghai
A Long-Term Business Owner's Research Report on National Silicon Industry Group Jun 9, 2026 Watch
37 /100
Weak
— Jun 9, 2026
793
Oklo Inc.
OKLO · US
Oklo (OKLO.US) Zen Horizon Research Report Jun 8, 2026 Watch
37 /100
Weak
— Jun 8, 2026
794
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
795
Joby Aviation, Inc.
JOBY · US
Joby Aviation (JOBY.US) Zen Horizon Research Report Jun 5, 2026 Watch
37 /100
Weak
— Jun 5, 2026
796
Xizhi Technology / Lightelligence
1879 · HK
Lightelligence Deep Research Jun 4, 2026 Avoid
37 /100
Weak
— Jun 4, 2026
797
LongBio Pharma
1779 · HK
LongBio Pharma-B Vertical and Horizontal Analysis Jun 3, 2026 Watch
37 /100
Weak
— Jun 5, 2026
798
Amphenol Corporation
APH · US
Amphenol Long-Term Owner Perspective Research Jun 3, 2026 Watch
37 /100
Weak
83/100 Jun 6, 2026
799
Hormel Foods Corporation
HRL · US
Hormel Foods Deep Value Investment Research May 31, 2026 Watch
37 /100
Weak
— Jun 8, 2026
800
Viper Energy, Inc.
VNOM · US
Viper Energy Deep-Dive Research May 31, 2026 Hold
37 /100
Weak
— Jun 5, 2026