1
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
2
Zhongji Innolight Co., Ltd.
300308 · Shenzhen
Innolight (Zhongji Innolight): A Deep Value Investment Study May 21, 2026
Watch
56 /100
Medium
Jun 10, 2026
3
Veeva Systems Inc.
VEEV · US
Veeva Systems: A Deep Value Investing Study May 28, 2026
Watch
54 /100
Medium
Jun 10, 2026
4
Interactive Brokers Group, Inc.
IBKR · US
Interactive Brokers: A Long-Term Owner's View May 25, 2026
Watch
52 /100
Medium
Jun 10, 2026
5
Blackstone Inc.
BX · US
Blackstone: A Deep Value Investment Analysis May 24, 2026
Watch
52 /100
Medium
Jun 10, 2026
6
Snowflake Inc.
SNOW · US
Snowflake (SNOW.US) Zen Horizon Report Jun 8, 2026
Watch
51 /100
Medium
Jun 10, 2026
7
ServiceNow, Inc.
NOW · US
ServiceNow: A Value Investing Study May 25, 2026
Watch
51 /100
Medium
Jun 11, 2026
8
Duolingo, Inc.
DUOL · US
Duolingo: A Long-Term Owner's Perspective May 18, 2026
Watch
51 /100
Medium
Jun 11, 2026
9
NAURA Technology Group
002371 · Shenzhen
NAURA Technology Group SUN-R Investment Analysis Jun 16, 2026
Watch
50 /100
Medium
Jun 16, 2026
10
WUS Printed Circuit
002463 · Shenzhen
Long-Term Value Research on WUS Printed Circuit Jun 9, 2026
Watch
50 /100
Medium
Jun 10, 2026
11
HOYA Corporation
7741 · TSE
HOYA Corporation (7741.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026
Watch
50 /100
Medium
Jun 10, 2026
12
DoorDash, Inc.
DASH · US
DoorDash In-Depth Value Investment Analysis May 21, 2026
Watch
50 /100
Medium
Jun 10, 2026
13
Tesla, Inc.
TSLA · US
Tesla: The Franchise Is Real, but $900 Billion of the Market Cap Rests on Robotaxi Economics No One Has Disclosed Jul 28, 2026
Watch
49 /100
Weak
Jul 28, 2026
14
Medpace Holdings
MEDP · US
Medpace Holdings Zen Horizon Framework Deep-Dive Research Jun 6, 2026
Watch
49 /100
Weak
Jun 10, 2026
15
Medtronic plc
MDT · US
Medtronic Long-Term Value Investment Analysis May 25, 2026
Hold
49 /100
Weak
Jun 11, 2026
16
Stryker Corporation
SYK · US
Stryker In-Depth Value Investment Research May 25, 2026
Watch
49 /100
Weak
Jun 11, 2026
17
Visa Inc.
V · US
Visa Inc. Long-Term Business Owner Research May 25, 2026
Watch
49 /100
Weak
Jun 11, 2026
18
BlackRock, Inc.
BLK · US
BlackRock In-Depth Value Investment Research May 24, 2026
Watch
49 /100
Weak
Jun 10, 2026
19
Vertex Pharmaceuticals Incorporated
VRTX · US
Vertex Pharmaceuticals: A Long-Term Owner's View May 23, 2026
Watch
49 /100
Weak
Jun 10, 2026
20
Suzhou TFC Optical Communication Co., Ltd.
300394 · Shenzhen
T&S Communications: A Real Upstream Bottleneck, Priced as if Scarcity Economics Were Permanent Jul 28, 2026
Avoid
48 /100
Weak
Jul 28, 2026
21
Tokyo Ohka Kogyo Co., Ltd. (TOK)
4186 · TSE
Tokyo Ohka Kogyo TOK (4186.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026
Watch
48 /100
Weak
Jun 10, 2026
22
Rolls-Royce Holdings PLC
RR · LSE
Rolls-Royce (RR.LSE) Zen Horizon Research Report Jun 8, 2026
Hold
48 /100
Weak
Jun 10, 2026
23
ABB Ltd
ABBN · SW
ABB Ltd Zen Horizon Framework Deep Research Jun 6, 2026
Watch
48 /100
Weak
Jun 10, 2026
24
Edwards Lifesciences Corporation
EW · US
Edwards Lifesciences In-Depth Value Research May 27, 2026
Watch
48 /100
Weak
Jun 11, 2026
25
Regeneron Pharmaceuticals, Inc.
REGN · US
Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's Perspective May 22, 2026
Watch
48 /100
Weak
Jun 10, 2026
26
Xiaomi Group (Xiaomi Corp.)
1810 · HK
Xiaomi Group Long-Term Owner-Oriented Research May 17, 2026
Watch
48 /100
Weak
Jun 10, 2026
27
Hubbell Incorporated
HUBB · US
In-Depth Value Analysis of Hubbell Incorporated May 29, 2026
Watch
47 /100
Weak
Jun 10, 2026
28
Incyte Corporation
INCY · US
Incyte Zen Horizon Analysis Report May 28, 2026
Watch
47 /100
Weak
Jun 10, 2026
29
VeriSign, Inc.
VRSN · US
VeriSign From a Long-Term Owner's Perspective May 28, 2026
Watch
47 /100
Weak
Jun 10, 2026
30
Iron Mountain Incorporated
IRM · US
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital Spending May 27, 2026
Watch
47 /100
Weak
Jun 10, 2026
31
Ecolab Inc.
ECL · US
Ecolab Deep Value Investment Analysis May 26, 2026
Watch
47 /100
Weak
Jun 11, 2026
32
Emerson Electric Co.
EMR · US
Emerson Electric: A Long-Term Owner's View May 26, 2026
Watch
47 /100
Weak
Jun 11, 2026
33
Trane Technologies plc
TT · US
Trane Technologies: A Long-Term Owner's View May 26, 2026
Watch
47 /100
Weak
Jun 11, 2026
34
Eaton Corporation plc
ETN · US
In-Depth Value Investment Analysis of Eaton Corporation plc May 25, 2026
Watch
47 /100
Weak
Jun 10, 2026
35
Thermo Fisher Scientific Inc.
TMO · US
Thermo Fisher: A Long-Term Owner's Perspective May 25, 2026
Watch
47 /100
Weak
Jun 11, 2026
36
Linde plc
LIN · US
In-Depth Value Investment Analysis of Linde plc May 22, 2026
Watch
47 /100
Weak
Jun 11, 2026
37
VanEck Semiconductor ETF
SMH · US
VanEck Semiconductor ETF (SMH) Deep Value Research May 20, 2026
Watch
47 /100
Weak
Jun 10, 2026
38
Shin-Etsu Chemical Co., Ltd.
4063 · TSE
Shin-Etsu Chemical (4063.TSE) Buffett Framework Deep-Dive Jun 9, 2026
Watch
46 /100
Weak
Jun 10, 2026
39
Air Liquide S.A.
AI · Paris
Air Liquide (AI.PA) Buffett Framework Deep-Dive Research Jun 9, 2026
Watch
46 /100
Weak
Jun 10, 2026
40
Lasertec
6920 · TSE
Lasertec Deep Value Investment Analysis Jun 4, 2026
Watch
46 /100
Weak
Jun 10, 2026
41
Erie Indemnity Company
ERIE · US
Erie Indemnity Company: In-Depth Research from a Long-Term Business Owner's Perspective May 31, 2026
Watch
46 /100
Weak
Jun 10, 2026
42
Jacobs Solutions Inc.
J · US
Jacobs Solutions Deep Value Investment Research May 30, 2026
Watch
46 /100
Weak
Jun 10, 2026
43
Expedia Group, Inc.
EXPE · US
Expedia Group Deep Value Investment Analysis May 29, 2026
Watch
46 /100
Weak
Jun 10, 2026
44
Motorola Solutions, Inc.
MSI · US
Motorola Solutions Deep Value Investment Analysis May 26, 2026
Watch
46 /100
Weak
Jun 11, 2026
45
Equinix, Inc.
EQIX · US
Equinix Long-Term Owner's Perspective Research May 25, 2026
Watch
46 /100
Weak
Jun 10, 2026
46
Merck & Co., Inc.
MRK · US
Merck Research from a Long-Term Business Owner's Perspective May 25, 2026
Watch
46 /100
Weak
Jun 10, 2026
47
American Express Company
AXP · US
American Express Closed-Loop Payments Platform Research May 23, 2026
Watch
46 /100
Weak
Jun 10, 2026
48
Cintas Corporation
CTAS · US
Cintas Corporation Long-Term Owner's Perspective Research May 22, 2026
Watch
46 /100
Weak
Jun 11, 2026
49
Chengdu Eoptolink Communication Technology Co., Ltd.
300502 · Shenzhen
Eoptolink Research from a Long-Term Business Owner's Perspective May 21, 2026
Watch
46 /100
Weak
Jun 10, 2026
50
ASM International
ASM · Amsterdam
ASM International Deep Value Investment Analysis Jun 4, 2026
Watch
45 /100
Weak
Jun 9, 2026
51
IQVIA Holdings Inc.
IQV · US
IQVIA Holdings: A Deep-Dive Value Investing Study May 28, 2026
Watch
45 /100
Weak
Jun 10, 2026
52
Martin Marietta Materials, Inc.
MLM · US
Martin Marietta: A Long-Term Owner's Study of the U.S. Aggregates Leader May 28, 2026
Watch
45 /100
Weak
Jun 10, 2026
53
Simon Property Group, Inc.
SPG · US
Simon Property Group: A Long-Term Owner's Perspective May 26, 2026
Hold
45 /100
Weak
Jun 11, 2026
54
The Goldman Sachs Group, Inc.
GS · US
Goldman Sachs Group Deep Value Investing Analysis May 25, 2026
Watch
45 /100
Weak
Jun 10, 2026
55
The Progressive Corporation
PGR · US
Progressive: A Long-Term Owner's Perspective May 25, 2026
Watch
45 /100
Weak
Jun 10, 2026
56
Parker-Hannifin Corporation
PH · US
Parker-Hannifin: A Long-Term Owner's Perspective May 25, 2026
Watch
45 /100
Weak
Jun 11, 2026
57
AMETEK, Inc.
AME · US
AMETEK Precision Instruments and Industrial Technology Research May 23, 2026
Watch
45 /100
Weak
Jun 11, 2026
58
Insmed Incorporated
INSM · US
Insmed: A Deep-Dive Value Investing Research Report May 22, 2026
Watch
45 /100
Weak
Jun 11, 2026
59
Costco Wholesale Corporation
COST · US
Costco: A Deep-Dive Value Investing Analysis May 21, 2026
Watch
45 /100
Weak
Jun 10, 2026
60
Tongcheng New Material Co., Ltd.
603650 · Shanghai
Tongcheng New Material: A Long-Term Business Owner's Study May 20, 2026
Watch
45 /100
Weak
Jun 10, 2026
61
Vertiv Holdings Co
VRT · US
Vertiv Holdings Co: Deep Research from a Long-Term Owner's Perspective May 20, 2026
Watch
45 /100
Weak
Jun 10, 2026
62
ACWA Power Company
2082 · SR
ACWA Power: A Compelling National Champion Wrapped in an Undisciplined Valuation Jul 12, 2026
Watch
44 /100
Weak
Jul 12, 2026
63
Illumina
ILMN · US
Illumina Zen Horizon Framework Deep-Dive Research Jun 7, 2026
Watch
44 /100
Weak
Jun 10, 2026
64
IDEX Corporation
IEX · US
IDEX Corporation Deep Value Investment Research May 30, 2026
Watch
44 /100
Weak
Jun 10, 2026
65
Expeditors International of Washington, Inc.
EXPD · US
Expeditors International Deep-Dive Value Research May 29, 2026
Watch
44 /100
Weak
Jun 10, 2026
66
Laboratory Corporation of America Holdings
LH · US
Labcorp Holdings: A Value-Investing Deep Dive May 29, 2026
Watch
44 /100
Weak
Jun 10, 2026
67
Ralph Lauren Corporation
RL · US
Ralph Lauren: An Investment Study from the Perspective of a Long-Term Business Owner May 29, 2026
Watch
44 /100
Weak
Jun 10, 2026
68
Digital Realty Trust, Inc.
DLR · US
Digital Realty: An In-Depth Value Investing Analysis May 26, 2026
Watch
44 /100
Weak
Jun 11, 2026
69
Royal Caribbean Group
RCL · US
Royal Caribbean: A Deep-Dive Value Investing Analysis May 26, 2026
Watch
44 /100
Weak
Jun 11, 2026
70
The Sherwin-Williams Company
SHW · US
The Sherwin-Williams Company: A Long-Term Owner's Perspective May 26, 2026
Watch
44 /100
Weak
Jun 11, 2026
71
The Travelers Companies, Inc.
TRV · US
Travelers Companies Deep Value Investment Research May 26, 2026
Watch
44 /100
Weak
Jun 11, 2026
72
CBRE Group, Inc.
CBRE · US
CBRE Group: An In-Depth Value Investing Analysis May 24, 2026
Watch
44 /100
Weak
Jun 11, 2026
73
Hwatsing Technology Co., Ltd.
688120 · Shanghai
Hwatsing Technology: A Real CMP Champion, Priced as if the Platform Story Is Already Won Jul 5, 2026
Avoid
43 /100
Weak
Jul 5, 2026
74
Harmonic Drive Systems
6324 · TSE
Harmonic Drive Systems: A Zen Horizon Framework Deep Dive Jun 8, 2026
Watch
43 /100
Weak
Jun 10, 2026
75
Revvity, Inc.
RVTY · US
Revvity In-Depth Value Investment Research May 31, 2026
Watch
43 /100
Weak
Jun 10, 2026
76
Generac Holdings Inc.
GNRC · US
Generac: A Deep Value Investing Study May 30, 2026
Watch
43 /100
Weak
Jun 10, 2026
77
Ingersoll Rand Inc.
IR · US
Ingersoll Rand Inc. Value Investing Deep-Dive May 28, 2026
Watch
43 /100
Weak
Jun 10, 2026
78
Northern Trust Corporation
NTRS · US
Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure May 28, 2026
Watch
43 /100
Weak
Jun 10, 2026
79
EMCOR Group, Inc.
EME · US
EMCOR Group: A Value-Investing Deep Dive May 27, 2026
Watch
43 /100
Weak
Jun 10, 2026
80
Deere & Company
DE · US
Deere & Company: A Long-Term Owner's Perspective May 25, 2026
Watch
43 /100
Weak
Jun 10, 2026
81
Prologis, Inc.
PLD · US
Prologis: A Long-Term Owner's Perspective May 25, 2026
Watch
43 /100
Weak
Jun 11, 2026
82
The TJX Companies, Inc.
TJX · US
TJX: A Long-Term Owner's Perspective May 25, 2026
Watch
43 /100
Weak
Jun 11, 2026
83
Chipotle Mexican Grill, Inc.
CMG · US
Chipotle Mexican Grill: A Long-Term Value Investment Analysis May 24, 2026
Watch
43 /100
Weak
Jun 11, 2026
84
Honeywell International Inc.
HON · US
Honeywell International: A Value-Investing Deep Dive May 22, 2026
Watch
43 /100
Weak
Jun 11, 2026
85
Western Superconducting Technologies Co., Ltd.
688122 · Shanghai
Western Superconducting: A Long-Term Enterprise Value Analysis May 21, 2026
Watch
43 /100
Weak
Jun 10, 2026
86
Coca-Cola Europacific Partners PLC
CCEP · US
Coca-Cola Europacific Partners: A Deep Value Investing Analysis May 21, 2026
Watch
43 /100
Weak
Jun 10, 2026
87
IREN Limited
IREN · US
IREN Limited: A Deep-Dive Long-Term Value Investment Study May 20, 2026
Watch
43 /100
Weak
Jun 10, 2026
88
Nebius Group N.V.
NBIS · US
Nebius Group: A Long-Term Owner's Perspective May 18, 2026
Watch
43 /100
Weak
Jun 11, 2026
89
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
Jun 10, 2026
90
Loews Corporation
L · US
Loews Corporation: A Value Investing Deep Dive May 29, 2026
Watch
42 /100
Weak
Jun 10, 2026
91
NetApp, Inc.
NTAP · US
NetApp: A Deep-Value Study May 28, 2026
Watch
42 /100
Weak
Jun 10, 2026
92
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
Jun 10, 2026
93
EOG Resources, Inc.
EOG · US
EOG Resources: A Long-Term Owner's Perspective May 26, 2026
Watch
42 /100
Weak
Jun 11, 2026
94
Chevron Corporation
CVX · US
Chevron Corporation: A Value-Investing Deep Dive May 25, 2026
Watch
42 /100
Weak
Jun 10, 2026
95
Casey's General Stores, Inc.
CASY · US
Casey's General Stores In-Depth Value Investing Analysis May 24, 2026
Watch
42 /100
Weak
Jun 10, 2026
96
The Allstate Corporation
ALL · US
Allstate: Personal P&C Insurance and Protection Services Study May 23, 2026
Watch
42 /100
Weak
Jun 11, 2026
97
Electronic Arts Inc.
EA · US
Electronic Arts: A Value-Investing Deep Dive May 22, 2026
Watch
42 /100
Weak
Jun 11, 2026
98
Mondelez International, Inc.
MDLZ · US
MDLZ: Investment Research Through a Long-Term Business Owner's Lens May 22, 2026
Watch
42 /100
Weak
Jun 11, 2026
99
Oceaneering International
OII · US
Oceaneering International Zen Horizon Framework Deep Dive Jun 7, 2026
Watch
41 /100
Weak
Jun 10, 2026
100
Pinnacle West Capital Corporation
PNW · US
Pinnacle West Capital Corporation Value Investment Research Report May 30, 2026
Watch
41 /100
Weak
Jun 10, 2026