1
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
2
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
3
Tencent Holdings Limited
0700 · HK
Tencent Holdings: A Deep Research Study May 28, 2026 Cautious Buy
56 /100
Medium
Jun 10, 2026
4
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
5
Meitu, Inc.
1357 · HK
Meitu: The Delivery Test After Imaging Subscriptions Hit Their Stride Jun 14, 2026 Hold
52 /100
Medium
Jun 15, 2026
6
ResMed Inc.
RMD · US
ResMed: A Long-Term Owner's Perspective May 28, 2026 Watch
51 /100
Medium
Jun 10, 2026
7
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
8
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
9
EVE Energy Co., Ltd.
300014 · Shenzhen
EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It Converts Jul 28, 2026 Watch
49 /100
Weak
Jul 28, 2026
10
NICE Ltd.
NICE · US
NICE Ltd: A Good Software Business Still Waiting for Proof That AI Adds More Than It Substitutes Jul 22, 2026 Watch
49 /100
Weak
Jul 22, 2026
11
Hesai Group
HSAI · US
Hesai Group (HSAI) Zen Horizon Research Report Jun 8, 2026 Watch
49 /100
Weak
Jun 10, 2026
12
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
Jun 10, 2026
13
Dassault Systèmes SE
DSY · Paris
Dassault Systèmes: A Zen Horizon Framework Deep-Dive Research Report Jun 4, 2026 Watch
49 /100
Weak
Jun 10, 2026
14
Hanwha Aerospace Co., Ltd.
012450 · Korea
Hanwha Aerospace: The K9 Export Franchise Is Genuine, but at 865,000 KRW the Price Still Rides on Backlog Conversion and Capital Discipline Jul 31, 2026 Hold
48 /100
Weak
Jul 31, 2026
15
Ningbo Tuopu Group Co., Ltd.
601689 · Shanghai
Ningbo Tuopu: Fair for the Auto Business, Pricey for the Robot Option Jul 23, 2026 Hold
48 /100
Weak
Jul 23, 2026
16
AVIC Jonhon Optronic Technology Co., Ltd.
002179 · Shenzhen
AVIC Jonhon Optronic: Defense-Grade Interconnect Leader, Recovery Already Priced Jun 27, 2026 Hold
48 /100
Weak
Jun 27, 2026
17
Triple Flag Precious Metals Corp.
TFPM · US
Triple Flag Precious Metals: Quality Compounder, Fully Priced Jun 20, 2026 Watch
48 /100
Weak
Jun 20, 2026
18
Wiwynn Corporation
6669 · Taiwan
Wiwynn Corporation Deep-Dive Research Jun 12, 2026 Hold
48 /100
Weak
Jun 12, 2026
19
BYD Company Limited
1211 · HK
Long-Term Value Investment Research on BYD May 20, 2026 Watch
48 /100
Weak
Jun 10, 2026
20
Ningbo Orient Wires & Cables Co., Ltd.
603606 · Shanghai
Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog Conversion Jul 17, 2026 Watch
47 /100
Weak
Jul 17, 2026
21
Shenzhen UBTech Technology Co., Ltd. UBTech Robotics
9880 · HK
UBTech Robotics Deep-Dive Research Jun 14, 2026 Hold
47 /100
Weak
Jun 14, 2026
22
GDS Holdings Limited
GDS · US
GDS Holdings Deep-Dive Research Jun 14, 2026 Hold
47 /100
Weak
Jun 14, 2026
23
Cameco Corporation
CCJ · US
Cameco (CCJ.US / CCO.TO) Zen Horizon Research Report Jun 9, 2026 Watch
47 /100
Weak
Jun 10, 2026
24
TE Connectivity plc
TEL · US
TE Connectivity Deep Value Investment Analysis May 27, 2026 Watch
47 /100
Weak
Jun 11, 2026
25
Targa Resources Corp.
TRGP · US
In-Depth Value Analysis of Targa Resources May 26, 2026 Watch
47 /100
Weak
Jun 11, 2026
26
King Yuan Electronics Co., Ltd.
2449 · Taiwan
KYEC Deep-Dive Research Jun 14, 2026 Hold
46 /100
Weak
Jun 14, 2026
27
Coupang, Inc. / Coupang
CPNG · US
Coupang (CPNG.US) Zen Horizon Research Report Jun 10, 2026 Watch
46 /100
Weak
Jun 10, 2026
28
Rocket Lab Corporation
RKLB · US
Rocket Lab (RKLB) Zen Horizon Research Report Jun 9, 2026 Watch
46 /100
Weak
Jun 10, 2026
29
BWX Technologies, Inc.
BWXT · US
BWX Technologies (BWXT) Zen Horizon Research Report Jun 5, 2026 Watch
46 /100
Weak
Jun 10, 2026
30
Boston Scientific Corporation
BSX · US
Boston Scientific BSX Investment Research from a Long-Term Business Owner's Perspective May 24, 2026 Watch
46 /100
Weak
Jun 10, 2026
31
Alibaba Group Holding Limited
BABA · US
Alibaba Group Long-Term Value Investment Deep Dive May 19, 2026 Watch
46 /100
Weak
Jun 11, 2026
32
Accton Technology Corporation
2345 · Taiwan
Accton Technology Deep-Dive Research Jun 14, 2026 Hold
45 /100
Weak
Jun 14, 2026
33
Infineon Technologies AG
IFX · XETRA
Infineon Technologies Zen Horizon Framework Deep-Dive Research Jun 4, 2026 Watch
45 /100
Weak
Jun 10, 2026
34
SBA Communications Corporation
SBAC · US
SBA Communications Value Investing Analysis May 29, 2026 Watch
45 /100
Weak
Jun 10, 2026
35
American Tower Corporation
AMT · US
American Tower: Long-Term Value Study of a Communications-Tower REIT May 23, 2026 Watch
45 /100
Weak
Jun 11, 2026
36
Arch Capital Group Ltd.
ACGL · US
Arch Capital Group Ltd. Deep Value Research May 21, 2026 Cautious Buy
45 /100
Weak
Jun 10, 2026
37
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
38
Shenzhen Zhaowei Machinery & Electronics Co., Ltd.
003021 · Shenzhen
Shenzhen Zhaowei: A Real Precision Micro-Drive Business Undergoing a Thematic Robot Re-Rating Jun 24, 2026 Hold
44 /100
Weak
Jun 24, 2026
39
Snap Inc.
SNAP · US
Snap Inc.: Repaired Cash, Unproven Ad Rerating Jun 17, 2026 Watch
44 /100
Weak
Jun 18, 2026
40
L3Harris Technologies, Inc.
LHX · US
L3Harris Technologies: A Deep-Dive Value Investing Analysis May 27, 2026 Watch
44 /100
Weak
Jun 11, 2026
41
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
42
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
43
Allison Transmission Holdings, Inc.
ALSN · US
Allison Transmission: A Reassessment During the Integration Phase May 28, 2026 Hold
43 /100
Weak
Jun 10, 2026
44
Nokia Corporation
NOK · US
Nokia (US-Listed) Deep-Dive Research · Zen Horizon Analysis May 27, 2026 Watch
43 /100
Weak
Jun 10, 2026
45
Schaeffler AG
SHA · XETRA
Schaeffler: More Interesting Than Its Multiple, but Not Yet Safer Than It Implies Jun 29, 2026 Watch
42 /100
Weak
Jun 29, 2026
46
LG Energy Solution, Ltd.
373220 · Korea
LG Energy Solution: Strategic Assets, Unproven Returns Jun 20, 2026 Hold
42 /100
Weak
Jun 20, 2026
47
Tractor Supply Company
TSCO · US
Tractor Supply Deep Value Investment Research May 30, 2026 Watch
42 /100
Weak
Jun 10, 2026
48
Fox Corporation
FOX · US
Fox Corporation: A Deep Value Investing Analysis May 29, 2026 Watch
42 /100
Weak
Jun 10, 2026
49
The Cigna Group
CI · US
The Cigna Group Long-Term Value Investment Analysis May 24, 2026 Watch
42 /100
Weak
Jun 11, 2026
50
Aptiv PLC
APTV · US
Aptiv: The New Aptiv and Its Automotive Connection Systems May 23, 2026 Watch
42 /100
Weak
Jun 11, 2026
51
Comcast Corporation
CMCSA · US
Comcast: A Deep Value-Investing Analysis May 21, 2026 Cautious Buy
42 /100
Weak
Jun 10, 2026
52
Fluence Energy, Inc.
FLNC · US
Fluence Energy: Real Storage Backlog, Not Yet Real Margins Jul 10, 2026 Hold
41 /100
Weak
Jul 10, 2026
53
T. Rowe Price Group, Inc.
TROW · US
T. Rowe Price Group: A Deep-Dive Value Investing Research Report May 29, 2026 Cautious Buy
41 /100
Weak
Jun 10, 2026
54
Global Payments, Inc.
GPN · US
Global Payments: Valuation Rerating Study After the Transition to a Pure-Play Merchant Platform May 28, 2026 Cautious Buy
41 /100
Weak
Jun 10, 2026
55
A. O. Smith Corporation
AOS · US
A. O. Smith Water Heaters & Water Treatment Deep Dive May 23, 2026 Watch
41 /100
Weak
Jun 11, 2026
56
Flex Ltd.
FLEX · US
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating Jul 22, 2026 Hold
40 /100
Weak
Jul 22, 2026
57
Inventec Corporation
2356 · Taiwan
Inventec: An AI-Server Manufacturer Still Earning Assembly Margins Jun 21, 2026 Hold
40 /100
Weak
Jun 21, 2026
58
Xinjiang Goldwind Science & Technology Co., Ltd. (Goldwind)
002202 · Shenzhen
Goldwind Zen Horizon Framework Deep-Dive Research Jun 6, 2026 Watch
40 /100
Weak
Jun 10, 2026
59
Textron Inc.
TXT · US
Textron Deep Value Investment Research May 30, 2026 Watch
40 /100
Weak
Jun 7, 2026
60
Zimmer Biomet Holdings, Inc.
ZBH · US
Zimmer Biomet Deep Value Investment Research May 30, 2026 Watch
40 /100
Weak
Jun 10, 2026
61
Carnival Corporation & plc
CCL · US
Carnival Deep-Value Investment Analysis May 24, 2026 Watch
40 /100
Weak
Jun 11, 2026
62
American Electric Power Company, Inc.
AEP · US
American Electric Power In-Depth Value Investment Analysis May 21, 2026 Watch
40 /100
Weak
Jun 10, 2026
63
Solstice Advanced Materials Inc.
SOLS · US
Solstice Advanced Materials: A Real Standalone Business, Not Enough Margin of Safety for the Deal Jul 12, 2026 Hold
39 /100
Weak
Jul 12, 2026
64
EHang Holdings Limited
EH · US
EHang Holdings: China's Certified eVTOL Leader, Not Yet a Scaled Business Jul 10, 2026 Watch
39 /100
Weak
Jul 10, 2026
65
Parsons Corporation
PSN · US
Parsons: A Record 35% Crash Repriced Earnings Quality, and at 40.32 USD the Price Is Interesting but Not Yet Safe Jul 30, 2026 Watch
38 /100
Weak
Jul 30, 2026
66
Hon Hai Precision Industry Co., Ltd. (Hon Hai Precision Industry / Foxconn)
2317 · Taiwan
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research Jun 5, 2026 Hold
38 /100
Weak
Jun 5, 2026
67
Voyager Technologies, Inc.
VOYG · US
Voyager Technologies Research from a Long-Term Owner's Perspective Jun 4, 2026 Watch
38 /100
Weak
Jun 5, 2026
68
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghai
Changzhou Juhe: Real Moat, Unproven Second Curve Jul 13, 2026 Hold
37 /100
Weak
Jul 13, 2026
69
Shanghai Biren Technology Co., Ltd.
6082 · HK
Biren Technology Deep-Dive Research Jun 11, 2026 Watch
37 /100
Weak
Jun 11, 2026
70
Oklo Inc.
OKLO · US
Oklo (OKLO.US) Zen Horizon Research Report Jun 8, 2026 Watch
37 /100
Weak
Jun 8, 2026
71
Joby Aviation, Inc.
JOBY · US
Joby Aviation (JOBY.US) Zen Horizon Research Report Jun 5, 2026 Watch
37 /100
Weak
Jun 5, 2026
72
Gold Fields Limited
GFI · US
Gold Fields: A De-Rated but Reshaped Global Gold Miner Still Priced for Execution and Country Risk Jun 25, 2026 Cautious Buy
36 /100
Weak
Jun 25, 2026
73
Roche Holding AG
ROG · SW
Roche Zen Horizon Framework Deep Dive: A Diagnostics and Pharma Giant Past the Patent Cliff, with a Fair Price and Debated Growth Jun 5, 2026 Hold
36 /100
Weak
Jun 5, 2026
74
KDDI Corporation
KDDIY · US
KDDI From a Long-Term Owner's Perspective Jun 3, 2026 Watch
36 /100
Weak
Jun 5, 2026
75
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
76
Samsung SDI Co., Ltd.
006400 · Korea
Samsung SDI (006400.KO) Zen Horizon Research Report Jun 9, 2026 Watch
35 /100
Weak
Jun 10, 2026
77
JL MAG Rare-Earth Co., Ltd.
300748 · Shenzhen
JL MAG Rare-Earth (300748) Zen Horizon Framework Deep Dive: A Global Rare-Earth Permanent Magnet Leader, With a V-Shaped Earnings Rebound Meeting a Rich Valuation and a Robotics Narrative Jun 5, 2026 Watch
35 /100
Weak
Jun 5, 2026
78
Archer Aviation Inc.
ACHR · US
Archer Aviation (ACHR.US) Zen Horizon Research Report Jun 5, 2026 Watch
35 /100
Weak
Jun 5, 2026
79
Endeavour Silver Corp.
EXK · US
Endeavour Silver: The Three-Mine Platform Is Real, But Silver's Rally Is Doing Much of the Work Jul 5, 2026 Hold
33 /100
Poor
Jul 6, 2026
80
HP Inc.
HPQ · US
HP Inc.: A Value-Investing Deep Dive May 29, 2026 Watch
33 /100
Poor
Jun 10, 2026
81
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
82
NANO Nuclear Energy Inc.
NNE · US
NANO Nuclear Energy: A Well-Capitalized Microreactor Option, Priced Ahead of Commercial Proof Jul 2, 2026 Hold
32 /100
Poor
Jul 2, 2026
83
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
84
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
Jul 31, 2026
85
SSR Mining Inc.
SSRM · US
SSR Mining: Cash-Rich After the Çöpler Exit, With the Real Test Still Ahead Jul 3, 2026 Hold
31 /100
Poor
Jul 3, 2026
86
MARA Holdings, Inc.
MARA · US
MARA Holdings Deep Dive (Zen Horizon): The Bitcoin Mining King at the Crossroads of Deleveraging and an AI Energy Pivot Jun 5, 2026 Watch
29 /100
Poor
Jun 5, 2026
87
Molson Coors Beverage Company
TAP · US
Molson Coors (TAP): A Long-Term Business-Owner View May 31, 2026 Watch
29 /100
Poor
Jun 6, 2026
88
STMicroelectronics N.V.
STM · US
STMicroelectronics: A Long-Term Owner's Perspective Jun 3, 2026 Watch
26 /100
Poor
Jun 6, 2026
89
Sidus Space
SIDU · US
Sidus Space: A Deep Value Investment Analysis Jun 4, 2026 Avoid
22 /100
Poor
Jun 5, 2026