1
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
2
NuScale Power Corporation
SMR · US
NuScale Power (SMR): Zen Horizon Research Report Jun 8, 2026 Avoid
34 /100
Poor
— Jun 10, 2026
3
Devon Energy Corporation
DVN · US
Devon Energy Deep Value Investment Analysis May 27, 2026 Watch
34 /100
Poor
20/100 Jun 11, 2026
4
Kilroy Realty Corporation
KRC · US
Kilroy Realty Corporation: A Value Investing Deep Dive May 20, 2026 Watch
34 /100
Poor
— Jun 10, 2026
5
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
6
Robert Half Inc.
RHI · US
Robert Half: Staffing Turned, Protiviti Collapsed to a 2.1% Margin, and 43.22 USD Leaves No Margin of Safety Aug 15, 2026 Hold
33 /100
Poor
88/100 Aug 15, 2026
7
Uranium Energy Corp.
UEC · US
Uranium Energy Corp: Scarce U.S. Uranium Assets, Priced Ahead of the Proof Jul 14, 2026 Avoid
33 /100
Poor
— Jul 15, 2026
8
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
9
Toray Industries, Inc.
3402 · TSE
Toray Industries: A Long-Term Owner's Study Jun 3, 2026 Watch
33 /100
Poor
— Jun 5, 2026
10
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
11
Dow Inc.
DOW · US
Dow Inc. — A Long-Term Business Owner's Research Report May 29, 2026 Watch
33 /100
Poor
— Jun 10, 2026
12
HP Inc.
HPQ · US
HP Inc.: A Value-Investing Deep Dive May 29, 2026 Watch
33 /100
Poor
81/100 Jun 10, 2026
13
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
14
Riot Platforms, Inc.
RIOT · US
Riot Platforms: A Value-Investing Deep Dive May 20, 2026 Watch
33 /100
Poor
— Jun 10, 2026
15
H & M Hennes & Mauritz AB (publ)
HM-B · ST
H&M: The Margin Repair Is Real, the Growth Engine Is Not, and 23.8x Leaves No Cushion Aug 20, 2026 Hold
32 /100
Poor
68/100 Aug 20, 2026
16
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
17
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
18
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
19
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
20
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
21
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
22
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
23
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
24
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
25
Fresnillo plc
FRES · LSE
Fresnillo: A Genuine Re-Rating, But the Price Already Assumes the Hard Part Is Done Jul 4, 2026 Hold
31 /100
Poor
50/100 Jul 4, 2026
26
HIVE Digital Technologies Ltd.
HIVE · US
HIVE Digital Technologies: In-Depth Research May 20, 2026 Watch
31 /100
Poor
— Jun 10, 2026
27
EPAM Systems, Inc.
EPAM · US
EPAM Systems: A Value Investing Deep Dive May 31, 2026 Cautious Buy
30 /100
Poor
73/100 Jun 6, 2026
28
Bitmine Immersion Technologies, Inc.
BMNR · US
Bitmine Immersion Technologies: A Deep Value Study May 22, 2026 Watch
30 /100
Poor
— Jun 11, 2026
29
EchoStar Corporation
SATS · US
EchoStar: A Deep-Value Study May 28, 2026 Avoid
29 /100
Poor
— Jun 10, 2026
30
Qorvo, Inc.
QRVO · US
Qorvo: A Long-Term Owner's Perspective Jun 3, 2026 Watch
28 /100
Poor
40/100 Jun 5, 2026
31
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
32
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
33
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
34
Canaan Inc.
CAN · US
Canaan Inc. — Zen Horizon Framework Deep Dive Jun 8, 2026 Avoid
26 /100
Poor
— Jun 7, 2026
35
Virgin Galactic
SPCE · US
Virgin Galactic: A Deep Value Investment Analysis Jun 4, 2026 Avoid
26 /100
Poor
— Jun 4, 2026
36
Syensqo SA/NV
SYENS · BR
Syensqo: A Long-Term Owner's View Jun 3, 2026 Watch
26 /100
Poor
— Jun 6, 2026
37
Velo3D, Inc.
VELO · US
Velo3D: A Long-Term Owner's Perspective Jun 3, 2026 Avoid
23 /100
Poor
— Jun 5, 2026