1
Amazon.com, Inc.
AMZN · US
Amazon: AWS Demand and AI Commitments Are Real, but 230.86 USD Still Asks Investors to Fund a 200 Billion USD Capex Cycle Without a Margin of Safety Jul 29, 2026 Hold
62 /100
Medium
Jul 29, 2026
2
Figma, Inc.
FIG · US
Figma: The Platform Role Is Real, but Dilution and the Last Unlock Leave No Margin of Safety Jul 28, 2026 Watch
61 /100
Medium
Jul 28, 2026
3
Palantir Technologies Inc.
PLTR · US
Palantir Through a Long-Term Owner's Lens May 18, 2026 Watch
61 /100
Medium
Jun 11, 2026
4
Sungrow Power Supply Co., Ltd.
300274 · Shenzhen
Sungrow Power Supply: High-Quality Growth in a Cyclical Shell Jun 27, 2026 Hold
60 /100
Medium
Jun 27, 2026
5
Atlassian Corporation
TEAM · US
Atlassian In-Depth Research: A Jira-Centered Collaboration and Development Software Platform Jun 12, 2026 Hold
59 /100
Medium
Jun 12, 2026
6
Contemporary Amperex Technology Co., Limited (CATL)
300750 · Shenzhen
CATL: A Zen Horizon Framework Deep Dive Jun 4, 2026 Cautious Buy
59 /100
Medium
Jun 9, 2026
7
TeraWulf Inc.
WULF · US
TeraWulf: Lake Mariner Is a Real Scarce-Power Campus, but at 15.09 USD the Price Already Assumes Substantial Execution Success Jul 30, 2026 Watch
58 /100
Medium
Jul 30, 2026
8
Wix.com Ltd.
WIX · US
Wix.com: The Partner Channel Is Where AI Shows Up First, and 58.55 USD Prices a Permanent Erosion the Disclosed Evidence Does Not Yet Support Jul 29, 2026 Cautious Buy
58 /100
Medium
Jul 29, 2026
9
Meta Platforms, Inc.
META · US
Meta Platforms: A Deep Value Investment Study May 19, 2026 Watch
58 /100
Medium
Jun 11, 2026
10
Taiwan Semiconductor Manufacturing Company Limited
2330 · Taiwan
TSMC: Earnings Have Outrun the Share Price to a 28.1x Trailing Multiple, but a Limit-Up Close at NT$2,425 Leaves Only a Limited Margin of Safety Jul 31, 2026 Hold
57 /100
Medium
Jul 31, 2026
11
Belimo Holding AG
BEAN · SW
Belimo Holding: A Premium HVAC Compounder Priced for an AI-Cooling Runway Jun 27, 2026 Watch
57 /100
Medium
Jun 27, 2026
12
Broadcom Inc.
AVGO · US
Broadcom: A Deep-Dive Research Report Jun 3, 2026 Avoid
57 /100
Medium
Jun 9, 2026
13
Tencent Holdings Limited
0700 · HK
Tencent Holdings: A Deep Research Study May 28, 2026 Cautious Buy
56 /100
Medium
Jun 10, 2026
14
Arista Networks, Inc.
ANET · US
Arista Networks: A Long-Term Study of the Data Center Switching Leader May 23, 2026 Watch
56 /100
Medium
Jun 11, 2026
15
Shopify Inc.
SHOP · US
Shopify: A Commerce Infrastructure Platform May 23, 2026 Watch
56 /100
Medium
Jun 11, 2026
16
MercadoLibre, Inc.
MELI · US
MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business Owner May 22, 2026 Watch
56 /100
Medium
Jun 11, 2026
17
Zhongji Innolight Co., Ltd.
300308 · Shenzhen
Innolight (Zhongji Innolight): A Deep Value Investment Study May 21, 2026 Watch
56 /100
Medium
Jun 10, 2026
18
Advanced Micro Devices, Inc.
AMD · US
AMD: The Rack-Scale AI Story Got More Credible, but 495 USD Already Prices Durable Number-Two Platform Status Jul 29, 2026 Avoid
55 /100
Medium
Jul 30, 2026
19
Pharmaron Beijing Co., Ltd. 康龙化成
300759 · Shenzhen
Pharmaron Beijing: Order Momentum Returns, but the Platform Is Still Unfinished Jul 3, 2026 Hold
55 /100
Medium
Jul 3, 2026
20
argenx SE
ARGX · US
argenx (ARGX.US / ARGX.BR): A Zen Horizon Report Jun 9, 2026 Watch
55 /100
Medium
Jun 10, 2026
21
Sea Limited
SE · US
Sea Limited (SE.US) Zen Horizon Report Jun 9, 2026 Watch
55 /100
Medium
Jun 10, 2026
22
Astera Labs, Inc.
ALAB · US
Astera Labs (ALAB): A Zen Horizon Report Jun 5, 2026 Watch
55 /100
Medium
Jun 10, 2026
23
Eli Lilly and Company
LLY · US
Eli Lilly Deep Value Research: A Great Company at Too High a Price May 25, 2026 Watch
55 /100
Medium
Jun 10, 2026
24
Fortinet, Inc.
FTNT · US
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens May 22, 2026 Watch
55 /100
Medium
Jun 11, 2026
25
Arm Holdings plc
ARM · US
Arm Holdings: A Deep-Dive Value Analysis May 21, 2026 Watch
55 /100
Medium
Jun 10, 2026
26
Veeva Systems Inc.
VEEV · US
Veeva Systems: A Deep Value Investing Study May 28, 2026 Watch
54 /100
Medium
Jun 10, 2026
27
CrowdStrike Holdings, Inc.
CRWD · US
CrowdStrike: A Deep Value Investing Analysis May 21, 2026 Watch
54 /100
Medium
Jun 10, 2026
28
Innovent Biologics, Inc.
1801 · HK
Innovent Biologics: The China Platform Is Real, but the Price Already Pre-Pays the Obesity Curve Jul 28, 2026 Hold
53 /100
Medium
Jul 28, 2026
29
Sika AG
SIKA · SW
Sika AG: Quality Compounder in a Cyclical Air Pocket Jun 27, 2026 Hold
53 /100
Medium
Jun 27, 2026
30
Straumann Holding AG
STMN · SW
Straumann Holding AG: Dental Platform Leader at a Demanding Price Jun 27, 2026 Hold
53 /100
Medium
Jun 27, 2026
31
monday.com Ltd.
MNDY · US
monday.com: Profitable Work OS, Priced Like It's Broken Jun 17, 2026 Cautious Buy
53 /100
Medium
Jun 18, 2026
32
HEICO Corporation
HEI · US
HEICO Corporation: In-Depth Research Jun 15, 2026 Hold
53 /100
Medium
Jun 15, 2026
33
Baidu, Inc. (百度集团股份有限公司)
BIDU · US
Baidu: A Deep Research Study Jun 12, 2026 Watch
53 /100
Medium
Jun 12, 2026
34
Credo Technology Group Holding Ltd
CRDO · US
Credo (CRDO) Zen Horizon Report Jun 5, 2026 Watch
53 /100
Medium
Jun 10, 2026
35
Apollo Global Management, Inc.
APO · US
Apollo Global Management: A Study of a Compounding Alternative-Asset Platform May 23, 2026 Watch
53 /100
Medium
Jun 11, 2026
36
Zscaler, Inc.
ZS · US
Zscaler: A Long-Term Owner's Perspective May 23, 2026 Watch
53 /100
Medium
Jun 11, 2026
37
ASML Holding N.V.
ASML · US
ASML Holding NV: A Long-Term Business Owner's Perspective May 20, 2026 Watch
53 /100
Medium
Jun 10, 2026
38
Kaspi.kz JSC
KSPI · US
Kaspi.kz: A Deep-Value Investment Study May 18, 2026 Watch
53 /100
Medium
Jun 11, 2026
39
Oracle Corporation
ORCL · US
Oracle Corporation Jul 28, 2026 Hold
52 /100
Medium
Jul 28, 2026
40
Shenzhen Mindray Bio-Medical Electronics Co., Ltd.
300760 · Shenzhen
Mindray Bio-Medical: The Transition Is Real, But So Is the Price Tag Jul 19, 2026 Hold
52 /100
Medium
Jul 19, 2026
41
Anji Microelectronics Technology (Shanghai) Co., Ltd.
688019 · Shanghai
Anji Microelectronics: A High-Quality Compounder, but a Better Company Than Stock Jun 29, 2026 Watch
52 /100
Medium
Jun 30, 2026
42
GSK plc
GSK · US
GSK plc: Rebuilt Biopharma, Racing the Patent Cliff Jun 27, 2026 Hold
52 /100
Medium
Jun 27, 2026
43
Constellation Software Inc.
CSU · Tokyo
Constellation Software: A Compounding Machine at a Full Price Jun 17, 2026 Hold
52 /100
Medium
Jun 18, 2026
44
On Holding AG
ONON · US
On Holding: Premium Growth, Priced for Perfection Jun 17, 2026 Hold
52 /100
Medium
Jun 18, 2026
45
Reddit, Inc.
RDDT · US
Reddit Deep Dive Jun 15, 2026 Hold
52 /100
Medium
Jun 15, 2026
46
Meitu, Inc.
1357 · HK
Meitu: The Delivery Test After Imaging Subscriptions Hit Their Stride Jun 14, 2026 Hold
52 /100
Medium
Jun 15, 2026
47
WuXi Biologics (Cayman) Inc.
2269 · HK
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount Jun 12, 2026 Hold
52 /100
Medium
Jun 12, 2026
48
DISCO Corporation
6146 · TSE
Disco: A Long-Term Business Owner's View Jun 9, 2026 Watch
52 /100
Medium
Jun 9, 2026
49
Tokyo Electron
8035 · TSE
Tokyo Electron Deep Dive Jun 3, 2026 Hold
52 /100
Medium
Jun 10, 2026
50
Corpay, Inc.
CPAY · US
Corpay: A Value Investing Deep Dive May 29, 2026 Watch
52 /100
Medium
Jun 10, 2026
51
KKR & Co. Inc.
KKR · US
KKR: A Value-Investing Deep Dive May 26, 2026 Watch
52 /100
Medium
Jun 11, 2026
52
Interactive Brokers Group, Inc.
IBKR · US
Interactive Brokers: A Long-Term Owner's View May 25, 2026 Watch
52 /100
Medium
Jun 10, 2026
53
Blackstone Inc.
BX · US
Blackstone: A Deep Value Investment Analysis May 24, 2026 Watch
52 /100
Medium
Jun 10, 2026
54
Ares Management Corporation
ARES · US
Ares Management: A Deep Dive into the Alternative Asset Management Platform May 23, 2026 Watch
52 /100
Medium
Jun 11, 2026
55
Synopsys, Inc.
SNPS · US
Synopsys: A Long-Term Owner's Perspective May 23, 2026 Watch
52 /100
Medium
Jun 11, 2026
56
Workday, Inc.
WDAY · US
Workday: A Long-Term Owner's Perspective May 23, 2026 Watch
52 /100
Medium
Jun 11, 2026
57
Datadog, Inc.
DDOG · US
Datadog: A Value Investing Deep Dive May 22, 2026 Watch
52 /100
Medium
Jun 11, 2026
58
Intuitive Surgical, Inc.
ISRG · US
Intuitive Surgical: A Long-Term Business Owner's Research Report May 22, 2026 Watch
52 /100
Medium
Jun 11, 2026
59
KLA Corporation
KLAC · US
KLA Corporation: A Deep Value Investment Analysis May 22, 2026 Watch
52 /100
Medium
Jun 11, 2026
60
Autodesk, Inc.
ADSK · US
Autodesk: A Deep Value Investment Analysis May 21, 2026 Watch
52 /100
Medium
Jun 10, 2026
61
Axon Enterprise, Inc.
AXON · US
Axon Enterprise: A Deep Value Investing Analysis May 21, 2026 Watch
52 /100
Medium
Jun 10, 2026
62
Pop Mart International Group
9992 · HK
Pop Mart: A Deep Long-Term Value Study May 19, 2026 Watch
52 /100
Medium
Jun 11, 2026
63
Novo Nordisk A/S
NVO · US
Novo Nordisk: A Long-Term Owner's Perspective May 17, 2026 Watch
52 /100
Medium
Jun 11, 2026
64
FUJIMI INCORPORATED
5384 · TSE
Fujimi: The Hidden Champion of CMP and Silicon-Wafer Polishing Materials, but 3,680 Yen Already Prepays a Good Deal of the Next Few Years Jul 29, 2026 Watch
51 /100
Medium
Jul 29, 2026
65
Meituan
3690 · HK
Meituan: A High-Quality Franchise With Temporarily Broken Earnings Jul 1, 2026 Hold
51 /100
Medium
Jul 1, 2026
66
NARI Technology Co., Ltd.
600406 · Shanghai
NARI Technology: Grid-Control Franchise, Quality Already Priced Jun 27, 2026 Hold
51 /100
Medium
Jun 27, 2026
67
Jiangsu Hengrui Pharmaceuticals Co., Ltd.
600276 · Shanghai
Hengrui Pharmaceuticals: A Fortress Innovation Platform, But RMB 50 Already Pays for the Upgrade Jun 26, 2026 Hold
51 /100
Medium
Jun 26, 2026
68
Asymchem Laboratories (Tianjin) Co., Ltd.
002821 · Shenzhen
Asymchem Laboratories: A Proven Small-Molecule CDMO in Transition to New Modalities, Already Priced for Success Jun 24, 2026 Hold
51 /100
Medium
Jun 24, 2026
69
Sartorius AG
SRT3 · XETRA
Sartorius AG: A Quality Bioprocess Recovery Already in the Price Jun 19, 2026 Hold
51 /100
Medium
Jun 19, 2026
70
JFrog Ltd.
FROG · US
JFrog: Software Supply Chain, Priced for Success Jun 17, 2026 Hold
51 /100
Medium
Jun 18, 2026
71
AstraZeneca PLC
AZN · US
AstraZeneca: A Deep Dive Jun 15, 2026 Hold
51 /100
Medium
Jun 15, 2026
72
Kuaishou Technology
1024 · HK
Kuaishou Technology: A Deep Dive Jun 14, 2026 Cautious Buy
51 /100
Medium
Jun 14, 2026
73
Hitachi, Ltd.
6501 · TSE
Hitachi: A Deep Dive Jun 14, 2026 Hold
51 /100
Medium
Jun 14, 2026
74
RoboSense Technology Co., Ltd.
2498 · HK
RoboSense Deep Dive: A LiDAR Supplier Powered by the Twin Engines of Automotive and Robotics Jun 12, 2026 Watch
51 /100
Medium
Jun 12, 2026
75
KEYENCE Corporation
6861 · TSE
KEYENCE: In-Depth Research Jun 12, 2026 Hold
51 /100
Medium
Jun 13, 2026
76
Eurofins Scientific SE
ERF · Paris
Eurofins Scientific (Eurofins Scientific SE, ERF.PA) — Zen Horizon Report Jun 8, 2026 Watch
51 /100
Medium
Jun 10, 2026
77
Safran SA
SAF · Paris
Safran SA (SAF.PA) — Zen Horizon Report Jun 8, 2026 Watch
51 /100
Medium
Jun 10, 2026
78
Snowflake Inc.
SNOW · US
Snowflake (SNOW.US) Zen Horizon Report Jun 8, 2026 Watch
51 /100
Medium
Jun 10, 2026
79
Luckin Coffee, Inc.
LKNCY · US
Luckin Coffee Zen Horizon Analysis: China's Coffee Leader in the Middle of a Valuation Reset Jun 4, 2026 Hold
51 /100
Medium
Jun 10, 2026
80
Insulet Corporation
PODD · US
Insulet Corporation: A Long-Term Owner's Perspective May 31, 2026 Watch
51 /100
Medium
Jun 10, 2026
81
ResMed Inc.
RMD · US
ResMed: A Long-Term Owner's Perspective May 28, 2026 Watch
51 /100
Medium
Jun 10, 2026
82
Texas Pacific Land Corporation
TPL · US
Texas Pacific Land: A Deep Value Investment Study May 28, 2026 Watch
51 /100
Medium
Jun 10, 2026
83
ServiceNow, Inc.
NOW · US
ServiceNow: A Value Investing Study May 25, 2026 Watch
51 /100
Medium
Jun 11, 2026
84
S&P Global Inc.
SPGI · US
S&P Global: A Long-Term Owner's View May 25, 2026 Watch
51 /100
Medium
Jun 11, 2026
85
Netflix, Inc.
NFLX · US
Netflix: A Long-Term Business Owner's Perspective May 22, 2026 Watch
51 /100
Medium
Jun 10, 2026
86
Cadence Design Systems, Inc.
CDNS · US
Cadence Design Systems: A Deep Value Investing Analysis May 21, 2026 Watch
51 /100
Medium
Jun 10, 2026
87
Marvell Technology, Inc.
MRVL · US
Marvell Technology: A Deep Long-Term Value Study May 19, 2026 Watch
51 /100
Medium
Jun 11, 2026
88
Duolingo, Inc.
DUOL · US
Duolingo: A Long-Term Owner's Perspective May 18, 2026 Watch
51 /100
Medium
Jun 11, 2026
89
Cloudflare, Inc.
NET · US
Cloudflare: A Long-Term Owner's Perspective May 17, 2026 Watch
51 /100
Medium
Jun 11, 2026
90
Procore Technologies, Inc.
PCOR · US
Procore Technologies: Operating Leverage Finally Shows, but a 16%-of-Revenue Stock-Compensation Bill Leaves 48.82 USD Fairly Priced Rather Than Cheap Jul 30, 2026 Hold
50 /100
Medium
Jul 30, 2026
91
BeOne Medicines Ltd.
ONC · US
BeOne Medicines: A Real Oncology Winner, Already Priced For More Jul 14, 2026 Hold
50 /100
Medium
Jul 14, 2026
92
UCB SA
UCB · BR
UCB SA: A Specialty-Biopharma Growth Platform That Has Already Re-Rated Jun 29, 2026 Hold
50 /100
Medium
Jun 29, 2026
93
Akeso, Inc.
9926 · HK
Akeso, Inc.: A Commercial-Stage Antibody Innovator Still Priced on Ivonescimab's Global Option Value Jun 24, 2026 Hold
50 /100
Medium
Jun 24, 2026
94
Auras Technology Co., Ltd.
3324 · TWO
Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling Stack Jun 20, 2026 Hold
50 /100
Medium
Jun 20, 2026
95
The New York Times Company
NYT · US
The New York Times: Bundle Economics at Full Value Jun 17, 2026 Hold
50 /100
Medium
Jun 18, 2026
96
NAURA Technology Group
002371 · Shenzhen
NAURA Technology Group SUN-R Investment Analysis Jun 16, 2026 Watch
50 /100
Medium
Jun 16, 2026
97
HubSpot, Inc.
HUBS · US
HubSpot Deep-Dive Research Jun 15, 2026 Hold
50 /100
Medium
Jun 15, 2026
98
NetEase, Inc.
NTES · US
NetEase, Inc. Deep-Dive Research Jun 15, 2026 Hold
50 /100
Medium
Jun 15, 2026
99
Roblox Corporation
RBLX · US
Roblox Corporation Deep-Dive Research Jun 15, 2026 Watch
50 /100
Medium
Jun 15, 2026
100
Mobileye Global Inc.
MBLY · US
Mobileye Deep-Dive Research Jun 12, 2026 Hold
50 /100
Medium
Jun 12, 2026