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
88/100 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
51/100 Jun 10, 2026
3
Zscaler, Inc.
ZS · US
Zscaler: A Long-Term Owner's Perspective May 23, 2026 Watch
53 /100
Medium
— Jun 11, 2026
4
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
56/100 Jun 12, 2026
5
Interactive Brokers Group, Inc.
IBKR · US
Interactive Brokers: A Long-Term Owner's View May 25, 2026 Watch
52 /100
Medium
54/100 Jun 10, 2026
6
Blackstone Inc.
BX · US
Blackstone: A Deep Value Investment Analysis May 24, 2026 Watch
52 /100
Medium
71/100 Jun 10, 2026
7
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
8
Snowflake Inc.
SNOW · US
Snowflake (SNOW.US) Zen Horizon Report Jun 8, 2026 Watch
51 /100
Medium
— Jun 10, 2026
9
Duolingo, Inc.
DUOL · US
Duolingo: A Long-Term Owner's Perspective May 18, 2026 Watch
51 /100
Medium
40/100 Jun 11, 2026
10
Auras Technology Co., Ltd.
3324 · TWO
Auras Technology: A Thermal Vendor Climbing the AI Liquid-Cooling Stack Jun 20, 2026 Hold
50 /100
Medium
70/100 Jun 20, 2026
11
MediaTek Inc.
2454 · Taiwan
MediaTek (2454.TW) Zen Horizon Framework Deep-Dive Research Jun 9, 2026 Watch
50 /100
Medium
70/100 Jun 10, 2026
12
HOYA Corporation
7741 · TSE
HOYA Corporation (7741.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
50 /100
Medium
— Jun 10, 2026
13
DoorDash, Inc.
DASH · US
DoorDash In-Depth Value Investment Analysis May 21, 2026 Watch
50 /100
Medium
— Jun 10, 2026
14
Medpace Holdings
MEDP · US
Medpace Holdings Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
49 /100
Weak
75/100 Jun 10, 2026
15
Asia Vital Components Co., Ltd. (AVC)
3017 · Taiwan
Asia Vital Components: Deep-Dive Research Using the Zen Horizon Framework Jun 5, 2026 Watch
49 /100
Weak
67/100 Jun 10, 2026
16
Medtronic plc
MDT · US
Medtronic Long-Term Value Investment Analysis May 25, 2026 Hold
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
95/100 Jun 11, 2026
18
BlackRock, Inc.
BLK · US
BlackRock In-Depth Value Investment Research May 24, 2026 Watch
49 /100
Weak
78/100 Jun 10, 2026
19
Elastic N.V.
ESTC · US
Elastic: Cash Flow Repair in the Search Layer and the Search AI Option Jun 14, 2026 Hold
48 /100
Weak
— Jun 15, 2026
20
GitLab Inc.
GTLB · US
GitLab Deep Research Jun 14, 2026 Hold
48 /100
Weak
— Jun 14, 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
49/100 Jun 10, 2026
23
Edwards Lifesciences Corporation
EW · US
Edwards Lifesciences In-Depth Value Research May 27, 2026 Watch
48 /100
Weak
91/100 Jun 11, 2026
24
Marriott International, Inc.
MAR · US
Marriott International Deep Value Analysis May 22, 2026 Watch
48 /100
Weak
45/100 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
83/100 Jun 10, 2026
26
Okta, Inc.
OKTA · US
Okta: Identity Infrastructure in Transition Jun 17, 2026 Hold
47 /100
Weak
— Jun 17, 2026
27
Wistron Corporation
3231 · Taiwan
Wistron Corporation Deep Dive: From Notebook ODM to Core Executor in NVIDIA's AI Server Manufacturing Chain Jun 12, 2026 Hold
47 /100
Weak
47/100 Jun 12, 2026
28
Hubbell Incorporated
HUBB · US
In-Depth Value Analysis of Hubbell Incorporated May 29, 2026 Watch
47 /100
Weak
84/100 Jun 10, 2026
29
VeriSign, Inc.
VRSN · US
VeriSign From a Long-Term Owner's Perspective May 28, 2026 Watch
47 /100
Weak
66/100 Jun 10, 2026
30
Garmin Ltd.
GRMN · US
Garmin Ltd. Deep Value Investment Research May 27, 2026 Watch
47 /100
Weak
95/100 Jun 11, 2026
31
Ecolab Inc.
ECL · US
Ecolab Deep Value Investment Analysis May 26, 2026 Watch
47 /100
Weak
55/100 Jun 11, 2026
32
Emerson Electric Co.
EMR · US
Emerson Electric: A Long-Term Owner's View May 26, 2026 Watch
47 /100
Weak
77/100 Jun 11, 2026
33
Hilton Worldwide Holdings Inc.
HLT · US
Hilton Worldwide Holdings Deep-Dive Value Investment Research May 26, 2026 Watch
47 /100
Weak
37/100 Jun 11, 2026
34
Trane Technologies plc
TT · US
Trane Technologies: A Long-Term Owner's View May 26, 2026 Watch
47 /100
Weak
84/100 Jun 11, 2026
35
Howmet Aerospace Inc.
HWM · US
Howmet Aerospace Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
36/100 Jun 11, 2026
36
Thermo Fisher Scientific Inc.
TMO · US
Thermo Fisher: A Long-Term Owner's Perspective May 25, 2026 Watch
47 /100
Weak
69/100 Jun 11, 2026
37
Linde plc
LIN · US
In-Depth Value Investment Analysis of Linde plc May 22, 2026 Watch
47 /100
Weak
48/100 Jun 11, 2026
38
VanEck Semiconductor ETF
SMH · US
VanEck Semiconductor ETF (SMH) Deep Value Research May 20, 2026 Watch
47 /100
Weak
— Jun 10, 2026
39
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
40
Air Liquide S.A.
AI · Paris
Air Liquide (AI.PA) Buffett Framework Deep-Dive Research Jun 9, 2026 Watch
46 /100
Weak
64/100 Jun 10, 2026
41
Lasertec
6920 · TSE
Lasertec Deep Value Investment Analysis Jun 4, 2026 Watch
46 /100
Weak
— Jun 10, 2026
42
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
43
Zebra Technologies Corporation
ZBRA · US
Long-Term Value Investment Research on Zebra Technologies May 31, 2026 Watch
46 /100
Weak
64/100 Jun 10, 2026
44
Jacobs Solutions Inc.
J · US
Jacobs Solutions Deep Value Investment Research May 30, 2026 Watch
46 /100
Weak
— Jun 10, 2026
45
Expedia Group, Inc.
EXPE · US
Expedia Group Deep Value Investment Analysis May 29, 2026 Watch
46 /100
Weak
47/100 Jun 10, 2026
46
Motorola Solutions, Inc.
MSI · US
Motorola Solutions Deep Value Investment Analysis May 26, 2026 Watch
46 /100
Weak
78/100 Jun 11, 2026
47
Equinix, Inc.
EQIX · US
Equinix Long-Term Owner's Perspective Research May 25, 2026 Watch
46 /100
Weak
51/100 Jun 10, 2026
48
Coinbase Global, Inc.
COIN · US
Long-Term Value Investment Analysis of Coinbase May 24, 2026 Watch
46 /100
Weak
— Jun 11, 2026
49
Cintas Corporation
CTAS · US
Cintas Corporation Long-Term Owner's Perspective Research May 22, 2026 Watch
46 /100
Weak
90/100 Jun 11, 2026
50
ASM International
ASM · Amsterdam
ASM International Deep Value Investment Analysis Jun 4, 2026 Watch
45 /100
Weak
67/100 Jun 9, 2026
51
F5, Inc.
FFIV · US
F5 Deep Value Investment Research May 29, 2026 Watch
45 /100
Weak
96/100 Jun 10, 2026
52
IQVIA Holdings Inc.
IQV · US
IQVIA Holdings: A Deep-Dive Value Investing Study May 28, 2026 Watch
45 /100
Weak
53/100 Jun 10, 2026
53
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
54
United Rentals, Inc.
URI · US
United Rentals: A Deep Value Investment Study May 27, 2026 Watch
45 /100
Weak
71/100 Jun 11, 2026
55
The Goldman Sachs Group, Inc.
GS · US
Goldman Sachs Group Deep Value Investing Analysis May 25, 2026 Watch
45 /100
Weak
55/100 Jun 10, 2026
56
The Progressive Corporation
PGR · US
Progressive: A Long-Term Owner's Perspective May 25, 2026 Watch
45 /100
Weak
— Jun 10, 2026
57
Parker-Hannifin Corporation
PH · US
Parker-Hannifin: A Long-Term Owner's Perspective May 25, 2026 Watch
45 /100
Weak
78/100 Jun 11, 2026
58
AMETEK, Inc.
AME · US
AMETEK Precision Instruments and Industrial Technology Research May 23, 2026 Watch
45 /100
Weak
77/100 Jun 11, 2026
59
Insmed Incorporated
INSM · US
Insmed: A Deep-Dive Value Investing Research Report May 22, 2026 Watch
45 /100
Weak
— Jun 11, 2026
60
Costco Wholesale Corporation
COST · US
Costco: A Deep-Dive Value Investing Analysis May 21, 2026 Watch
45 /100
Weak
87/100 Jun 10, 2026
61
Tempus AI, Inc.
TEM · US
Tempus AI: A Long-Term Owner's Perspective May 17, 2026 Watch
45 /100
Weak
— Jun 11, 2026
62
AbCellera Biologics Inc.
ABCL · US
AbCellera Biologics: A Well-Funded Platform Waiting on One Clinical Proof Point Jul 18, 2026 Watch
44 /100
Weak
— Jul 18, 2026
63
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
64
Illumina
ILMN · US
Illumina Zen Horizon Framework Deep-Dive Research Jun 7, 2026 Watch
44 /100
Weak
— Jun 10, 2026
65
IDEX Corporation
IEX · US
IDEX Corporation Deep Value Investment Research May 30, 2026 Watch
44 /100
Weak
82/100 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
59/100 Jun 10, 2026
67
The Sherwin-Williams Company
SHW · US
The Sherwin-Williams Company: A Long-Term Owner's Perspective May 26, 2026 Watch
44 /100
Weak
79/100 Jun 11, 2026
68
The Travelers Companies, Inc.
TRV · US
Travelers Companies Deep Value Investment Research May 26, 2026 Watch
44 /100
Weak
— Jun 11, 2026
69
CBRE Group, Inc.
CBRE · US
CBRE Group: An In-Depth Value Investing Analysis May 24, 2026 Watch
44 /100
Weak
72/100 Jun 11, 2026
70
Lenovo Group Limited
0992 · HK
Lenovo Group (0992.HK) Zen Horizon Framework Deep-Dive Research Jun 9, 2026 Watch
43 /100
Weak
67/100 Jun 10, 2026
71
Harmonic Drive Systems
6324 · TSE
Harmonic Drive Systems: A Zen Horizon Framework Deep Dive Jun 8, 2026 Watch
43 /100
Weak
— Jun 10, 2026
72
Agnico Eagle Mines Limited
AEM · US
Agnico Eagle Mines (AEM) Zen Horizon Report Jun 8, 2026 Watch
43 /100
Weak
39/100 Jun 10, 2026
73
Northern Trust Corporation
NTRS · US
Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure May 28, 2026 Watch
43 /100
Weak
59/100 Jun 10, 2026
74
Vulcan Materials Company
VMC · US
Vulcan Materials Company: In-Depth Value Investing Analysis May 28, 2026 Watch
43 /100
Weak
56/100 Jun 10, 2026
75
EMCOR Group, Inc.
EME · US
EMCOR Group: A Value-Investing Deep Dive May 27, 2026 Watch
43 /100
Weak
81/100 Jun 10, 2026
76
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
77
Amgen Inc.
AMGN · US
Amgen Inc. Deep-Dive Value Investing Analysis May 21, 2026 Watch
43 /100
Weak
67/100 Jun 10, 2026
78
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
79
IREN Limited
IREN · US
IREN Limited: A Deep-Dive Long-Term Value Investment Study May 20, 2026 Watch
43 /100
Weak
— Jun 10, 2026
80
Nebius Group N.V.
NBIS · US
Nebius Group: A Long-Term Owner's Perspective May 18, 2026 Watch
43 /100
Weak
— Jun 11, 2026
81
Cencora, Inc.
COR · US
Cencora Deep-Dive Value Investment Analysis May 27, 2026 Watch
42 /100
Weak
66/100 Jun 11, 2026
82
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
83
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
84
SLB (Schlumberger Limited)
SLB · US
SLB: A Long-Term Owner's Perspective May 26, 2026 Watch
42 /100
Weak
35/100 Jun 11, 2026
85
Cummins Inc.
CMI · US
Cummins Long-Term Value Investment Analysis May 24, 2026 Watch
42 /100
Weak
74/100 Jun 11, 2026
86
The Allstate Corporation
ALL · US
Allstate: Personal P&C Insurance and Protection Services Study May 23, 2026 Watch
42 /100
Weak
— Jun 11, 2026
87
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
88
Electronic Arts Inc.
EA · US
Electronic Arts: A Value-Investing Deep Dive May 22, 2026 Watch
42 /100
Weak
90/100 Jun 11, 2026
89
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
90
Oceaneering International
OII · US
Oceaneering International Zen Horizon Framework Deep Dive Jun 7, 2026 Watch
41 /100
Weak
37/100 Jun 10, 2026
91
Quest Diagnostics Incorporated
DGX · US
Quest Diagnostics: A Long-Term Business-Owner Investment Analysis May 29, 2026 Watch
41 /100
Weak
74/100 Jun 10, 2026
92
Principal Financial Group, Inc.
PFG · US
Principal Financial Group: A Long-Term Business Owner's Perspective May 29, 2026 Watch
41 /100
Weak
67/100 Jun 10, 2026
93
Ulta Beauty, Inc.
ULTA · US
Ulta Beauty: A Long-Term Value Investing Study May 29, 2026 Watch
41 /100
Weak
73/100 Jun 10, 2026
94
Entergy Corporation
ETR · US
Entergy: A Research Report Through a Long-Term Corporate Owner's Lens May 27, 2026 Watch
41 /100
Weak
31/100 Jun 11, 2026
95
Ventas, Inc.
VTR · US
Ventas: A Value Investing Deep Dive May 27, 2026 Watch
41 /100
Weak
— Jun 10, 2026
96
Dongfang Electric Corporation Limited
600875 · Shanghai
Dongfang Electric: A Long-Term Business Owner's Perspective May 21, 2026 Watch
41 /100
Weak
— Jun 10, 2026
97
The Estée Lauder Companies Inc.
EL · US
Estée Lauder: Premium Beauty Brand Equity Restoration Study May 28, 2026 Watch
40 /100
Weak
— Jun 10, 2026
98
ConocoPhillips
COP · US
ConocoPhillips: A Long-Term Owner's Perspective May 25, 2026 Watch
40 /100
Weak
31/100 Jun 11, 2026
99
C.H. Robinson Worldwide, Inc.
CHRW · US
C.H. Robinson: A Long-Term Value Investing Analysis May 24, 2026 Watch
40 /100
Weak
76/100 Jun 11, 2026
100
Starbucks Corporation
SBUX · US
Starbucks Corporation: A Long-Term Owner's Perspective May 23, 2026 Watch
40 /100
Weak
70/100 Jun 11, 2026