1
Atlassian Corporation
TEAM · US
Atlassian In-Depth Research: A Jira-Centered Collaboration and Development Software Platform Jun 12, 2026 Hold
59 /100
Medium
— Jun 12, 2026
2
Arista Networks, Inc.
ANET · US
Arista Networks: A Long-Term Study of the Data Center Switching Leader May 23, 2026 Watch
56 /100
Medium
88/100 Jun 11, 2026
3
MercadoLibre, Inc.
MELI · US
MercadoLibre: An Investment Analysis Through the Lens of a Long-Term Business Owner May 22, 2026 Watch
56 /100
Medium
47/100 Jun 11, 2026
4
Advanced Micro Devices, Inc.
AMD · US
AMD: The Rack-Scale AI Story Got More Credible, but 495 USD Already Prices Durable Number-Two Platform Status Jul 29, 2026 Avoid
55 /100
Medium
— Jul 30, 2026
5
Eli Lilly and Company
LLY · US
Eli Lilly Deep Value Research: A Great Company at Too High a Price May 25, 2026 Watch
55 /100
Medium
58/100 Jun 10, 2026
6
Fortinet, Inc.
FTNT · US
Fortinet: An Investment Analysis Through a Long-Term Business Owner's Lens May 22, 2026 Watch
55 /100
Medium
82/100 Jun 11, 2026
7
Arm Holdings plc
ARM · US
Arm Holdings: A Deep-Dive Value Analysis May 21, 2026 Watch
55 /100
Medium
59/100 Jun 10, 2026
8
Veeva Systems Inc.
VEEV · US
Veeva Systems: A Deep Value Investing Study May 28, 2026 Watch
54 /100
Medium
85/100 Jun 10, 2026
9
DISCO Corporation
6146 · TSE
Disco: A Long-Term Business Owner's View Jun 9, 2026 Watch
52 /100
Medium
— Jun 9, 2026
10
Datadog, Inc.
DDOG · US
Datadog: A Value Investing Deep Dive May 22, 2026 Watch
52 /100
Medium
— Jun 11, 2026
11
KLA Corporation
KLAC · US
KLA Corporation: A Deep Value Investment Analysis May 22, 2026 Watch
52 /100
Medium
93/100 Jun 11, 2026
12
Axon Enterprise, Inc.
AXON · US
Axon Enterprise: A Deep Value Investing Analysis May 21, 2026 Watch
52 /100
Medium
— Jun 10, 2026
13
Texas Pacific Land Corporation
TPL · US
Texas Pacific Land: A Deep Value Investment Study May 28, 2026 Watch
51 /100
Medium
84/100 Jun 10, 2026
14
ServiceNow, Inc.
NOW · US
ServiceNow: A Value Investing Study May 25, 2026 Watch
51 /100
Medium
61/100 Jun 11, 2026
15
Cadence Design Systems, Inc.
CDNS · US
Cadence Design Systems: A Deep Value Investing Analysis May 21, 2026 Watch
51 /100
Medium
97/100 Jun 10, 2026
16
Cloudflare, Inc.
NET · US
Cloudflare: A Long-Term Owner's Perspective May 17, 2026 Watch
51 /100
Medium
— Jun 11, 2026
17
WUS Printed Circuit
002463 · Shenzhen
Long-Term Value Research on WUS Printed Circuit Jun 9, 2026 Watch
50 /100
Medium
58/100 Jun 10, 2026
18
Monolithic Power Systems, Inc.
MPWR · US
Monolithic Power Systems Deep Value Investment Analysis May 22, 2026 Watch
50 /100
Medium
89/100 Jun 11, 2026
19
Palo Alto Networks, Inc.
PANW · US
Palo Alto Networks Long-Term Value Investment Deep Dive May 22, 2026 Watch
50 /100
Medium
— Jun 10, 2026
20
Anthropic, PBC
ANTHROPIC · Unlisted
Anthropic Deep Value Investment Research May 19, 2026 Watch
50 /100
Medium
— Jun 11, 2026
21
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
22
Keysight Technologies, Inc.
KEYS · US
Keysight Technologies Investment Value Deep-Dive May 27, 2026 Watch
49 /100
Weak
72/100 Jun 11, 2026
23
Texas Instruments Incorporated
TXN · US
Texas Instruments Analog and Embedded Processors Research May 23, 2026 Watch
49 /100
Weak
82/100 Jun 10, 2026
24
Vertex Pharmaceuticals Incorporated
VRTX · US
Vertex Pharmaceuticals: A Long-Term Owner's View May 23, 2026 Watch
49 /100
Weak
59/100 Jun 10, 2026
25
SK hynix Inc.
000660 · Korea
Long-Term Value Investment Research on SK hynix May 22, 2026 Watch
49 /100
Weak
24/100 Jun 10, 2026
26
Lam Research Corporation
LRCX · US
Lam Research from a Long-Term Business Owner's Perspective May 22, 2026 Watch
49 /100
Weak
90/100 Jun 11, 2026
27
Analog Devices, Inc.
ADI · US
Analog Devices Deep Value Investment Research May 21, 2026 Watch
49 /100
Weak
— Jun 10, 2026
28
Corning Incorporated
GLW · US
Corning In-Depth Value Research Report May 20, 2026 Watch
49 /100
Weak
39/100 Jun 10, 2026
29
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
82/100 Jul 28, 2026
30
Space Exploration Technologies Corp.
SPCX · US
SpaceX: A Strategically Brilliant Platform Wrapped in a Still-Expensive Stock Jul 21, 2026 Avoid
48 /100
Weak
— Jul 21, 2026
31
Advanced Micro-Fabrication Equipment Inc. China
688012 · Shanghai
AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich Price Jun 9, 2026 Watch
48 /100
Weak
45/100 Jun 10, 2026
32
BE Semiconductor (Besi)
BESI · Amsterdam
In-Depth Value Analysis of Besi, a Back-End Advanced Packaging Equipment Leader Jun 4, 2026 Watch
48 /100
Weak
86/100 Jun 9, 2026
33
Dell Technologies Inc.
DELL · US
Dell Technologies Deep Value Research May 25, 2026 Watch
48 /100
Weak
57/100 Jun 10, 2026
34
Johnson & Johnson
JNJ · US
Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap May 25, 2026 Watch
48 /100
Weak
82/100 Jun 10, 2026
35
Applied Materials, Inc.
AMAT · US
Applied Materials Deep Value Investment Research May 21, 2026 Watch
48 /100
Weak
92/100 Jun 10, 2026
36
Yuanjie Semiconductor Technology Co., Ltd.
688498 · Shanghai
Yuanjie Semiconductor: Real AI-Optics Growth, Zero Margin of Safety Jul 24, 2026 Avoid
47 /100
Weak
— Jul 24, 2026
37
Taiwan Elite Material (Elite Material, EMC)
2383 · Taiwan
Long-Term Value Research on Taiwan Elite Material (EMC) Jun 9, 2026 Watch
47 /100
Weak
73/100 Jun 10, 2026
38
TKO Group Holdings, Inc.
TKO · US
TKO Group Deep Value Investment Research May 30, 2026 Watch
47 /100
Weak
— Jun 10, 2026
39
GE Aerospace
GE · US
GE Aerospace Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
21/100 Jun 10, 2026
40
The Coca-Cola Company
KO · US
Coca-Cola Deep Value Investment Research May 25, 2026 Watch
47 /100
Weak
79/100 Jun 10, 2026
41
Welltower Inc.
WELL · US
Welltower: A Long-Term Owner's Perspective May 25, 2026 Watch
47 /100
Weak
— Jun 11, 2026
42
IDEXX Laboratories, Inc.
IDXX · US
In-Depth Value Research on IDEXX Laboratories May 22, 2026 Watch
47 /100
Weak
92/100 Jun 11, 2026
43
Waters Corporation
WAT · US
Long-Term Research on Waters' Laboratory Analytics and Diagnostic Tools May 28, 2026 Watch
46 /100
Weak
— Jun 10, 2026
44
W.W. Grainger, Inc.
GWW · US
W.W. Grainger Deep Value Investment Analysis May 27, 2026 Watch
46 /100
Weak
85/100 Jun 11, 2026
45
Teradyne, Inc.
TER · US
Teradyne Deep Value Investment Analysis May 27, 2026 Watch
46 /100
Weak
73/100 Jun 11, 2026
46
Robinhood Markets, Inc.
HOOD · US
Robinhood Markets Deep Value Research May 26, 2026 Watch
46 /100
Weak
32/100 Jun 11, 2026
47
Morgan Stanley
MS · US
Morgan Stanley Deep Value Investment Research Report May 25, 2026 Watch
46 /100
Weak
68/100 Jun 10, 2026
48
Philip Morris International Inc.
PM · US
Philip Morris International: In-Depth Value Investment Research May 25, 2026 Watch
46 /100
Weak
76/100 Jun 11, 2026
49
Caterpillar Inc.
CAT · US
Caterpillar Long-Term Value Investment Analysis May 24, 2026 Watch
46 /100
Weak
60/100 Jun 11, 2026
50
Arthur J. Gallagher & Co.
AJG · US
Arthur J. Gallagher Insurance Brokerage M&A Compounder Research May 23, 2026 Watch
46 /100
Weak
— Jun 10, 2026
51
Walmart Inc.
WMT · US
Walmart Research from a Long-Term Owner's Perspective May 23, 2026 Watch
46 /100
Weak
69/100 Jun 11, 2026
52
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
58/100 Jun 10, 2026
53
Bloom Energy Corporation
BE · US
Bloom Energy In-Depth Value Investment Research May 20, 2026 Watch
46 /100
Weak
— Jun 10, 2026
54
RemeGen Co., Ltd.
688331 · Shanghai
RemeGen: Two Self-Developed Drug Franchises and an Export Licensing Engine, With the A-Share Already Pricing a Cleaner Future Than the Filings Justify Jun 25, 2026 Avoid
45 /100
Weak
— Jun 25, 2026
55
Chroma ATE Inc.
2360 · Taiwan
Chroma ATE Value Investment Deep-Dive Jun 9, 2026 Avoid
45 /100
Weak
80/100 Jun 10, 2026
56
Advantest
6857 · TSE
Advantest Deep Value Research Report Jun 4, 2026 Watch
45 /100
Weak
— Jun 10, 2026
57
Mettler-Toledo International Inc.
MTD · US
Mettler-Toledo International Inc.: A Value Investing Deep Dive May 29, 2026 Watch
45 /100
Weak
90/100 Jun 10, 2026
58
Rockwell Automation, Inc.
ROK · US
Rockwell Automation: An In-Depth Value Investing Analysis May 27, 2026 Watch
45 /100
Weak
85/100 Jun 11, 2026
59
Carvana Co.
CVNA · US
Carvana Co.: A Deep-Dive Value Investing Analysis May 26, 2026 Watch
45 /100
Weak
— Jun 11, 2026
60
Comfort Systems USA, Inc.
FIX · US
Comfort Systems USA: A Deep Value Investment Analysis May 26, 2026 Watch
45 /100
Weak
87/100 Jun 11, 2026
61
Cisco Systems, Inc.
CSCO · US
Cisco Systems: A Value-Investing Deep Dive May 22, 2026 Watch
45 /100
Weak
87/100 Jun 11, 2026
62
Fastenal Company
FAST · US
Fastenal Company: An In-Depth Value Study May 22, 2026 Watch
45 /100
Weak
94/100 Jun 11, 2026
63
AbbVie Inc.
ABBV · US
AbbVie: In-Depth Research from a Long-Term Business Owner's Perspective May 21, 2026 Watch
45 /100
Weak
73/100 Jun 10, 2026
64
Tongcheng New Material Co., Ltd.
603650 · Shanghai
Tongcheng New Material: A Long-Term Business Owner's Study May 20, 2026 Watch
45 /100
Weak
58/100 Jun 10, 2026
65
Coherent Corp.
COHR · US
Coherent: A Deep-Dive Value Investing Study May 20, 2026 Watch
45 /100
Weak
— Jun 10, 2026
66
Circle Internet Group, Inc.
CRCL · US
Circle Internet Group: A Long-Term Owner's Perspective May 16, 2026 Watch
45 /100
Weak
— Jun 11, 2026
67
Accelink Technologies Co., Ltd.
002281 · Shenzhen
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation Jun 14, 2026 Avoid
44 /100
Weak
56/100 Jun 15, 2026
68
Ibiden Co., Ltd.
4062 · TSE
Long-Term Value Research on Ibiden Jun 9, 2026 Watch
44 /100
Weak
— Jun 10, 2026
69
Hexcel Corporation
HXL · US
Hexcel Long-Term Owner's View Research Jun 3, 2026 Watch
44 /100
Weak
— Jun 10, 2026
70
Moderna, Inc.
MRNA · US
Moderna: A Long-Term Business Owner's Perspective May 30, 2026 Watch
44 /100
Weak
— Jun 10, 2026
71
Expeditors International of Washington, Inc.
EXPD · US
Expeditors International Deep-Dive Value Research May 29, 2026 Watch
44 /100
Weak
83/100 Jun 10, 2026
72
West Pharmaceutical Services, Inc.
WST · US
West Pharmaceutical Services In-Depth Value Research Report May 29, 2026 Watch
44 /100
Weak
76/100 Jun 10, 2026
73
Qnity Electronics, Inc.
Q · US
Qnity Electronics: A Long-Term Business Owner's Perspective May 28, 2026 Watch
44 /100
Weak
— Jun 10, 2026
74
Westinghouse Air Brake Technologies Corporation
WAB · US
Wabtec: A Long-Term Business-Owner's Analysis May 27, 2026 Watch
44 /100
Weak
54/100 Jun 11, 2026
75
Illinois Tool Works Inc.
ITW · US
Illinois Tool Works: A Value Investing Deep Dive May 26, 2026 Watch
44 /100
Weak
80/100 Jun 11, 2026
76
Old Dominion Freight Line, Inc.
ODFL · US
Old Dominion Freight Line: A Value Analysis from the Long-Term Business Owner's Perspective May 22, 2026 Watch
44 /100
Weak
79/100 Jun 10, 2026
77
Agilent Technologies, Inc.
A · US
Agilent Technologies: A Study from a Long-Term Business Owner's Perspective May 21, 2026 Watch
44 /100
Weak
83/100 Jun 10, 2026
78
Onto Innovation Inc.
ONTO · US
Onto Innovation: A Deep-Dive Value Investing Study May 20, 2026 Watch
44 /100
Weak
— Jun 10, 2026
79
Zhipu (Zhipu AI)
2513 · HK
Zhipu: A Long-Term Owner's Perspective May 17, 2026 Avoid
44 /100
Weak
— Jun 11, 2026
80
United Microelectronics Corporation
2303 · Taiwan
United Microelectronics Corporation UMC Deep-Dive Research Jun 14, 2026 Watch
43 /100
Weak
44/100 Jun 14, 2026
81
Shengyi Technology
600183 · Shanghai
Shengyi Technology Long-Term Owner's Perspective Research Jun 9, 2026 Avoid
43 /100
Weak
61/100 Jun 10, 2026
82
Murata Manufacturing
6981 · TSE
Long-Term Value Research on Murata Manufacturing Jun 9, 2026 Watch
43 /100
Weak
— Jun 9, 2026
83
Revvity, Inc.
RVTY · US
Revvity In-Depth Value Investment Research May 31, 2026 Watch
43 /100
Weak
— Jun 10, 2026
84
Hewlett Packard Enterprise Company
HPE · US
HPE: An Investment Analysis Through a Long-Term Business Owner's Lens May 27, 2026 Watch
43 /100
Weak
— Jun 11, 2026
85
Deere & Company
DE · US
Deere & Company: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
64/100 Jun 10, 2026
86
Quanta Services, Inc.
PWR · US
Quanta Services: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
53/100 Jun 11, 2026
87
Union Pacific Corporation
UNP · US
Union Pacific: A Long-Term Owner's Perspective May 25, 2026 Watch
43 /100
Weak
77/100 Jun 11, 2026
88
Ciena Corporation
CIEN · US
Ciena: A Long-Term Value Investing Analysis May 24, 2026 Watch
43 /100
Weak
62/100 Jun 11, 2026
89
Ross Stores, Inc.
ROST · US
Ross Stores: A Long-Term Owner's Perspective May 23, 2026 Watch
43 /100
Weak
72/100 Jun 11, 2026
90
Jiangsu Nata Opto-electronic Material Co., Ltd.
300346 · Shenzhen
Nata Opto-electronic: A Value-Investing Deep Dive May 20, 2026 Watch
43 /100
Weak
44/100 Jun 10, 2026
91
Lumentum Holdings Inc.
LITE · US
Lumentum Holdings: A Deep Value-Investing Study May 20, 2026 Avoid
43 /100
Weak
— Jun 10, 2026
92
Seagate Technology Holdings plc
STX · US
Seagate Technology: A Deep Value-Investing Study May 20, 2026 Watch
43 /100
Weak
52/100 Jun 10, 2026
93
Modine Manufacturing Company
MOD · US
Modine Manufacturing: A Deep Long-Term Value Investing Study May 19, 2026 Watch
43 /100
Weak
37/100 Jun 11, 2026
94
Beijing Jingyi Automation Equipment Co., Ltd.
688652 · Shanghai
Beijing Jingyi: A Genuine Semiconductor Subsystem Business at an Increasingly Demanding Price Jun 29, 2026 Watch
42 /100
Weak
— Jun 29, 2026
95
10x Genomics, Inc.
TXG · US
10x Genomics Deep-Dive Research Jun 15, 2026 Hold
42 /100
Weak
— Jun 15, 2026
96
Guangzhou Huate Gas Co., Ltd.
688268 · Shanghai
A Long-Term Owner's View of Huate Gas Jun 9, 2026 Watch
42 /100
Weak
— Jun 10, 2026
97
Curtiss-Wright Corporation
CW · US
Curtiss-Wright Research from a Long-Term Owner's Perspective Jun 3, 2026 Watch
42 /100
Weak
78/100 Jun 10, 2026
98
MACOM Technology Solutions Holdings, Inc.
MTSI · US
MACOM Technology Research from a Long-Term Owner's Perspective Jun 3, 2026 Watch
42 /100
Weak
33/100 Jun 10, 2026
99
NetApp, Inc.
NTAP · US
NetApp: A Deep-Value Study May 28, 2026 Watch
42 /100
Weak
88/100 Jun 10, 2026
100
eBay Inc.
EBAY · US
eBay as a Long-Term Business Asset: A Value Analysis May 27, 2026 Watch
42 /100
Weak
56/100 Jun 11, 2026