1
Contemporary Amperex Technology Co., Limited (CATL)
300750 · Shenzhen
CATL: A Zen Horizon Framework Deep Dive Jun 4, 2026 Cautious Buy
59 /100
Medium
62/100 Jun 9, 2026
2
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
57/100 Jun 30, 2026
3
Sungrow Power Supply Co., Ltd.
300274 · Shenzhen
Sungrow Power Supply: After the FCC Covered-List Ruling, the Price Sits 0.6% Below a CNY 104 Conservative Value While Q1 Storage Margin Has Already Slipped to About 30% Aug 2, 2026 Watch
51 /100
Medium
72/100 Aug 2, 2026
4
Kuaishou Technology
1024 · HK
Kuaishou Technology: A Deep Dive Jun 14, 2026 Cautious Buy
51 /100
Medium
32/100 Jun 14, 2026
5
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
6
ACM Research, Inc.
ACMR · US
ACM Research: A Credible China Semicap Franchise, a Demanding Holdco Structure Jun 28, 2026 Hold
49 /100
Weak
— Jun 28, 2026
7
Rollins, Inc.
ROL · US
Rollins Deep Value Investment Research Report May 29, 2026 Watch
49 /100
Weak
89/100 Jun 10, 2026
8
IES Holdings, Inc.
IESC · US
IES Holdings: Backlog Nearly Doubled to $4.5 Billion While 38% Sits Outside Enforceable RPO, and at $768.43 the Shares Run 79% to 102% Above Conservative Fair Value Aug 7, 2026 Watch
48 /100
Weak
71/100 Aug 7, 2026
9
Wiwynn Corporation
6669 · Taiwan
Wiwynn Corporation Deep-Dive Research Jun 12, 2026 Hold
48 /100
Weak
80/100 Jun 12, 2026
10
Laopu Gold
6181 · HK
Laopu Gold: A Zen Horizon Framework Deep Dive Jun 7, 2026 Watch
48 /100
Weak
63/100 Jun 10, 2026
11
Adobe Inc.
ADBE · US
Adobe Investment Research from a Long-Term Business Owner's Perspective May 21, 2026 Cautious Buy
48 /100
Weak
96/100 Jun 10, 2026
12
Deckers Outdoor Corporation
DECK · US
Deckers In-Depth Value Investment Research May 30, 2026 Cautious Buy
47 /100
Weak
82/100 Jun 10, 2026
13
Fiserv, Inc.
FISV · US
Fiserv Contrarian Research After the Reset in Payments and Financial Infrastructure May 28, 2026 Cautious Buy
47 /100
Weak
— Jun 10, 2026
14
Lululemon Athletica Inc.
LULU · US
Lululemon Athletica Deep Value Investment Research May 30, 2026 Watch
46 /100
Weak
92/100 Jun 10, 2026
15
VICI Properties Inc.
VICI · US
VICI Properties Experiential Real Estate REIT Long-Term Research May 28, 2026 Cautious Buy
46 /100
Weak
— Jun 10, 2026
16
T-Mobile US, Inc.
TMUS · US
T-Mobile Long-Term Owner's View Research May 23, 2026 Watch
46 /100
Weak
45/100 Jun 11, 2026
17
The Trade Desk, Inc.
TTD · US
The Trade Desk: A Long-Term Owner's Deep-Dive May 31, 2026 Watch
45 /100
Weak
76/100 Jun 10, 2026
18
Fidelity National Information Services, Inc.
FIS · US
FIS: A Contrarian Study of a Financial-Infrastructure Cash Cow in Transition May 28, 2026 Cautious Buy
45 /100
Weak
45/100 Jun 10, 2026
19
MasTec, Inc.
MTZ · US
MasTec, Inc. Jul 22, 2026 Hold
44 /100
Weak
38/100 Jul 22, 2026
20
Jiangsu Boqian New Materials Co., Ltd.
605376 · Shanghai
Boqian New Materials: SUN-R Investment Analysis Framework Research Report May 28, 2026 Watch
44 /100
Weak
— Jun 10, 2026
21
Corteva, Inc.
CTVA · US
Corteva Deep Value Investment Analysis May 27, 2026 Watch
44 /100
Weak
— Jun 11, 2026
22
Beijing Geekplus Technology Co., Ltd.
2590 · HK
Beijing Geekplus Technology: The AMR Core Is Real, the Humanoid Story Is Still Optionality Jul 24, 2026 Hold
43 /100
Weak
— Jul 24, 2026
23
Fervo Energy Company
FRVO · US
Fervo Energy: The Geothermal Buildout Is Real, the Margin of Safety Is Not Jul 12, 2026 Hold
43 /100
Weak
— Jul 12, 2026
24
Constellation Brands, Inc.
STZ · US
Constellation Brands Long-Term Value Research Report May 29, 2026 Watch
42 /100
Weak
37/100 Jun 10, 2026
25
Fluence Energy, Inc.
FLNC · US
Fluence Energy: Real Storage Backlog, Not Yet Real Margins Jul 10, 2026 Hold
41 /100
Weak
— Jul 10, 2026
26
AeroVironment, Inc.
AVAV · US
AeroVironment (AVAV) Zen Horizon Research Report Jun 5, 2026 Watch
41 /100
Weak
— Jun 10, 2026
27
Applied Digital Corporation
APLD · US
Applied Digital Corporation: A Deep Value Investing Study May 20, 2026 Watch
41 /100
Weak
— Jun 10, 2026
28
Shanghai Iluvatar CoreX Semiconductor Co., Ltd.
9903 · HK
Iluvatar CoreX In-Depth Research Jun 11, 2026 Avoid
40 /100
Weak
— Jun 11, 2026
29
General Mills, Inc.
GIS · US
General Mills Value Investing Deep Dive May 30, 2026 Cautious Buy
40 /100
Weak
— Jun 10, 2026
30
Applied Optoelectronics, Inc.
AAOI · US
Applied Optoelectronics Deep-Dive Research May 31, 2026 Hold
38 /100
Weak
— Jun 5, 2026
31
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
32
GlobalFoundries Inc.
GFS · US
GlobalFoundries (GFS) Zen Horizon Research Report Jun 5, 2026 Watch
36 /100
Weak
— Jun 5, 2026
33
Wynn Resorts, Limited
WYNN · US
Wynn Resorts Deep Value Investment Research May 31, 2026 Watch
36 /100
Weak
— Jun 7, 2026
34
Stellantis N.V.
STLA · US
Stellantis: Deep Discount, Real Net Cash, and a Turnaround Still on Trial Jul 3, 2026 Watch
35 /100
Weak
— Jul 4, 2026
35
The Kraft Heinz Company
KHC · US
Kraft Heinz: A Value Investing Deep Dive May 22, 2026 Cautious Buy
35 /100
Weak
— Jun 11, 2026
36
MGM Resorts International
MGM · US
MGM Resorts International: A Deep Value Investment Study May 31, 2026 Watch
34 /100
Poor
34/100 Jun 8, 2026
37
ProPetro Holding Corp.
PUMP · US
ProPetro Holding Corp. Deep Value Research May 20, 2026 Watch
33 /100
Poor
— Jun 10, 2026
38
Vertical Aerospace Ltd.
EVTL · US
Vertical Aerospace: The Aircraft Flies, the Equity Is Still Compromised Jul 11, 2026 Watch
32 /100
Poor
— Jul 11, 2026
39
The Mosaic Company
MOS · US
The Mosaic Company: A Long-Term Business Owner's Research Report May 31, 2026 Watch
32 /100
Poor
— Jun 6, 2026
40
T1 Energy Inc.
TE · US
T1 Energy In-Depth Research Report May 20, 2026 Watch
32 /100
Poor
— Jun 10, 2026
41
Sidus Space
SIDU · US
Sidus Space: A Deep Value Investment Analysis Jun 4, 2026 Avoid
22 /100
Poor
— Jun 5, 2026