| 301 |
Norfolk Southern Corporation
NSC · EE. UU.
|
$75B |
68/100
Sólida
|
32/100 |
19.4%low 13.4% |
10 yr+ |
1.0× |
37% |
Norfolk Southern: A Deep Value Investment Analysis26 de mayo de 2026 · Watch |
FY2025 |
| 302 |
H & M Hennes & Mauritz AB (publ)
HM-B · ST
|
$30B |
68/100
Sólida
|
32/100 |
20.2%low 2.3% |
10 yr+ |
2.4× |
52% |
H&M: The Margin Repair Is Real, the Growth Engine Is Not, and 23.8x Leaves No Cushion20 de agosto de 2026 · Hold |
FY2025 |
| 303 |
Chow Tai Fook Jewellery Group Ltd
1929 · Hong Kong
|
$16B |
68/100
Sólida
|
41/100 |
18.2%low 9.6% |
10 yr+ |
0.7× |
27% |
Chow Tai Fook Jewellery Group: A Scale Leader in Transition, Priced Around Fair Value25 de junio de 2026 · Hold |
FY2026 |
| 304 |
Wise Group plc Class A Ordinary Shares
WSE · EE. UU.
|
$12B |
68/100
Sólida
|
52/100 |
16.5%low 5.8% |
10 yr+ |
Net cash |
66% |
Wise: A Record-Low 50-Basis-Point Take Rate Still Drives 26% Volume Growth, but a Quarter of Net Revenue Is Interest and $13.04 Has No Margin of Safety31 de agosto de 2026 · Hold |
FY2026 |
| 305 |
Valmont Industries Inc
VMI · EE. UU.
|
$9.4B |
68/100
Sólida
|
41/100 |
14.7%low 8.9% |
10 yr+ |
0.5× |
27% |
Valmont: A 33.9% Utility Surge and 0.93x Leverage Justify the Rerating, but $472.43 Still Underwrites the 2029 Margin Plan With No Conservative-Case Margin of Safety18 de septiembre de 2026 · Hold |
FY2025 |
| 306 |
Sunny Optical Technology Group Co Ltd
2382 · Hong Kong
|
$7.7B |
68/100
Sólida
|
47/100 |
22.0%low 4.9% |
10 yr+ |
Net cash |
20% |
Sunny Optical: Other Products Supply a Third of Gross Profit on 18.4% of Revenue, but Handset Margin at 12.3% Leaves No Safety Margin at HKD 62.6027 de agosto de 2026 · Watch |
FY2025 |
| 307 |
AutoNation Inc
AN · EE. UU.
|
$7.1B |
68/100
Sólida
|
39/100 |
29.7%low 11.8% |
10 yr+ |
4.3× |
17% |
AutoNation: 78.3% of Q2 Gross Profit Comes From After-Sales and F&I, but $201.25 Offers No Margin of Safety1 de septiembre de 2026 · Hold |
FY2025 |
| 308 |
ENN Energy Holdings Ltd
2688 · Hong Kong
|
$6.7B |
68/100
Sólida
|
39/100 |
16.5%low 12.3% |
10 yr+ |
0.2× |
15% |
ENN Energy: A Lapsed HK$80 Buyout Left 7.1x Core Earnings and a 6.1% Yield, but Every Ancillary Segment Shrank in H1 and HK$49.48 Sits Above the HK$40 Ideal-Buy Ceiling16 de septiembre de 2026 · Cautious Buy |
FY2025 |
| 309 |
Amgen Inc
AMGN · EE. UU.
|
$208B |
67/100
Sólida
|
43/100 |
51.4%low 7.8% |
10 yr+ |
5.3× |
76% |
Amgen Inc. Deep-Dive Value Investing Analysis21 de mayo de 2026 · Watch |
FY2025 |
| 310 |
The TJX Companies Inc
TJX · EE. UU.
|
$174B |
67/100
Sólida
|
43/100 |
50.0%low 1.5% |
10 yr+ |
0.7× |
29% |
TJX: A Long-Term Owner's Perspective25 de mayo de 2026 · Watch |
FY2026 |
| 311 |
Gilead Sciences Inc
GILD · EE. UU.
|
$162B |
67/100
Sólida
|
47/100 |
24.9%low 0.7% |
10 yr+ |
0.6× |
82% |
Gilead Sciences In-Depth Value Investment Research22 de mayo de 2026 · Watch |
FY2025 |
| 312 |
Compagnie Financière Richemont SA
CFR · SW
|
$143B |
67/100
Sólida
|
48/100 |
9.6%low 1.7% |
10 yr+ |
Net cash |
64% |
Compagnie Financière Richemont SA: Jewellery Earns EUR 5.04bn of Operating Profit While Watchmakers Earn EUR 107m, and CHF 183.65 Sits 18% Above the Conservative Value9 de septiembre de 2026 · Hold |
FY2026 |
| 313 |
Republic Services Inc
RSG · EE. UU.
|
$65B |
67/100
Sólida
|
45/100 |
14.4%low 8.0% |
10 yr+ |
0.0× |
31% |
Republic Services: An In-Depth Value Study26 de mayo de 2026 · Watch |
FY2025 |
| 314 |
State Street Corp
STT · EE. UU.
|
$51B |
67/100
Sólida
|
42/100 |
9.9%low 8.2% |
10 yr+ |
Net cash |
84% |
State Street Corporation: In-Depth Value Investing Research27 de mayo de 2026 · Watch |
FY2025 |
| 315 |
ASM International NV
ASM · Ámsterdam
|
$42B |
67/100
Sólida
|
45/100 |
16.8%low 6.7% |
10 yr+ |
Net cash |
47% |
ASM International Deep Value Investment Analysis4 de junio de 2026 · Watch |
FY2025 |
| 316 |
Asia Vital Components Co Ltd
3017 · Taiwán
|
$33B |
67/100
Sólida
|
49/100 |
20.3%low 8.1% |
10 yr+ |
Net cash |
17% |
Asia Vital Components: Deep-Dive Research Using the Zen Horizon Framework5 de junio de 2026 · Watch |
FY2025 |
| 317 |
Cboe Global Markets Inc
CBOE · EE. UU.
|
$32B |
67/100
Sólida
|
47/100 |
19.0%low 6.8% |
10 yr+ |
Net cash |
50% |
Cboe Global Markets In-Depth Value Investment Analysis24 de mayo de 2026 · Watch |
FY2025 |
| 318 |
Hexagon AB (publ)
HEXA-B · ST
|
$25B |
67/100
Sólida
|
50/100 |
10.6%low 6.0% |
10 yr+ |
0.3× |
64% |
Hexagon AB (HEXA-B.ST) Zen Horizon Deep-Dive Research Report9 de junio de 2026 · Watch |
FY2025 |
| 319 |
Principal Financial Group Inc
PFG · EE. UU.
|
$24B |
67/100
Sólida
|
41/100 |
14.8%low 5.7% |
10 yr+ |
Net cash |
46% |
Principal Financial Group: A Long-Term Business Owner's Perspective29 de mayo de 2026 · Watch |
FY2025 |
| 320 |
Super Micro Computer Inc
SMCI · EE. UU.
|
$18B |
67/100
Sólida
|
42/100 |
15.8%low 5.5% |
10 yr+ |
Net cash |
15% |
Super Micro Computer, a Zen Horizon Study: High AI-Server Torque Alongside a Governance Discount28 de mayo de 2026 · Watch |
FY2025 |
| 321 |
Gaming & Leisure Properties
GLPI · EE. UU.
|
$13B |
67/100
Sólida
|
37/100 |
16.9%low 11.9% |
10 yr+ |
1.6× |
87% |
Gaming and Leisure Properties: AFFO Rose 10.1% While the Stock De-Rated to 9.8x, and PENN Still Writes 54.7% of the Rent14 de septiembre de 2026 · Hold |
FY2025 |
| 322 |
Zhengzhou Yutong Bus Co Ltd
600066 · Shanghái
|
$10.0B |
67/100
Sólida
|
42/100 |
16.7%low 3.4% |
10 yr+ |
Net cash |
23% |
Yutong Bus: A 29.62% Overseas Gross Margin Against 19.09% at Home Carried H1 Core Profit Up 15.83%, but 7m+ Share Fell to 28.69% and CNY 30.40 Sits Above the CNY 27 Conservative Value27 de agosto de 2026 · Hold |
FY2025 |
| 323 |
PACCAR Inc
PCAR · EE. UU.
|
$70B |
66/100
Sólida
|
40/100 |
19.5%low 7.7% |
10 yr+ |
0.3× |
19% |
In-Depth Value Investing Research on PACCAR Inc22 de mayo de 2026 · Watch |
FY2025 |
| 324 |
Danone SA
BN · París
|
$47B |
66/100
Sólida
|
40/100 |
11.2%low 5.4% |
10 yr+ |
0.5× |
49% |
Danone: 55% of Profit in One Category, a Shrinking Chinese Birth Cohort, and Why 17.3x Leaves No Margin of Safety20 de agosto de 2026 · Hold |
FY2025 |
| 325 |
Roper Technologies Inc
ROP · EE. UU.
|
$39B |
66/100
Sólida
|
48/100 |
10.6%low 7.4% |
10 yr+ |
0.5× |
67% |
Roper Technologies Research from a Long-Term Owner's Perspective23 de mayo de 2026 · Cautious Buy |
FY2025 |
| 326 |
Caseys General Stores Inc
CASY · EE. UU.
|
$32B |
66/100
Sólida
|
42/100 |
16.9%low 14.5% |
10 yr+ |
0.6× |
23% |
Casey's General Stores In-Depth Value Investing Analysis24 de mayo de 2026 · Watch |
FY2026 |
| 327 |
VeriSign Inc
VRSN · EE. UU.
|
$26B |
66/100
Sólida
|
47/100 |
— |
10 yr+ |
— |
86% |
VeriSign From a Long-Term Owner's Perspective28 de mayo de 2026 · Watch |
FY2025 |
| 328 |
Zangge Holding Co Ltd
000408 · Shenzhen
|
$18B |
66/100
Sólida
|
31/100 |
18.2%low 2.9% |
10 yr+ |
Net cash |
61% |
Zangge Mining: A Copper Associate It Does Not Control Now Drives Four-Fifths of Profit, and CNY 76.15 Already Pays for It4 de septiembre de 2026 · Hold |
FY2025 |
| 329 |
Gartner Inc
IT · EE. UU.
|
$10B |
66/100
Sólida
|
49/100 |
42.4%low 0.3% |
10 yr+ |
5.9× |
66% |
Gartner Long-Term Value Investment Research31 de mayo de 2026 · Cautious Buy |
FY2025 |
| 330 |
Shenzhen Envicool Technology Co Ltd
002837 · Shenzhen
|
$8.3B |
66/100
Sólida
|
47/100 |
12.9%low 10.0% |
10 yr+ |
Net cash |
32% |
Investigación en profundidad sobre Envicool14 de junio de 2026 · Vigilar |
FY2025 |
| 331 |
Oracle Corporation
ORCL · EE. UU.
|
$374B |
65/100
Sólida
|
52/100 |
46.3%low 7.8% |
10 yr+ |
2.9× |
76% |
Oracle Corporation28 de julio de 2026 · Hold |
FY2026 |
| 332 |
Hon Hai Precision Industry Co Ltd
2317 · Taiwán
|
$131B |
65/100
Sólida
|
38/100 |
10.4%low 7.8% |
10 yr+ |
Net cash |
6% |
Hon Hai Precision (2317.TW) Zen Horizon Deep-Dive Research5 de junio de 2026 · Hold |
FY2025 |
| 333 |
NXP Semiconductors NV
NXPI · EE. UU.
|
$58B |
65/100
Sólida
|
45/100 |
18.8%low 0.6% |
10 yr+ |
0.9× |
53% |
NXP Semiconductors NV: A Deep Dive Through the Lens of a Long-Term Business Owner22 de mayo de 2026 · Watch |
FY2025 |
| 334 |
Coca-Cola European Partners PLC
CCEP · EE. UU.
|
$48B |
65/100
Sólida
|
43/100 |
15.5%low 8.3% |
10 yr+ |
1.2× |
37% |
Coca-Cola Europacific Partners: A Deep Value Investing Analysis21 de mayo de 2026 · Watch |
FY2025 |
| 335 |
Reliance Steel & Aluminum Co
RS · EE. UU.
|
$21B |
65/100
Sólida
|
37/100 |
14.4%low 7.2% |
10 yr+ |
0.2× |
28% |
Reliance: Q2's 5.3-Point Industry Beat Shrinks to 0.1 Point Without the Border Wall, and $387.59 Already Sits Inside the Base-Case Band30 de agosto de 2026 · Hold |
FY2025 |
| 336 |
Timken Company
TKR · EE. UU.
|
$9.6B |
65/100
Sólida
|
38/100 |
14.8%low 9.1% |
10 yr+ |
0.6× |
36% |
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished8 de julio de 2026 · Hold |
FY2025 |
| 337 |
AstraZeneca PLC
AZN · EE. UU.
|
$279B |
64/100
Media
|
51/100 |
15.4%low 0.3% |
10 yr+ |
0.5× |
78% |
AstraZeneca: un análisis en profundidad15 de junio de 2026 · Mantener |
FY2025 |
| 338 |
Deere & Company
DE · EE. UU.
|
$160B |
64/100
Media
|
43/100 |
28.1%low 19.4% |
10 yr+ |
2.1× |
32% |
Deere & Company: A Long-Term Owner's Perspective25 de mayo de 2026 · Watch |
FY2025 |
| 339 |
Salesforce.com Inc
CRM · EE. UU.
|
$154B |
64/100
Media
|
51/100 |
5.5%low 0.4% |
10 yr+ |
0.1× |
75% |
Salesforce: Agentforce ARR Grew 205% to 1.2 Billion Dollars, but Growth Excluding Informatica Was 8.75% and 184.02 Dollars Leaves No Margin of Safety1 de agosto de 2026 · Hold |
FY2026 |
| 340 |
Air Liquide SA
AI · París
|
$117B |
64/100
Media
|
46/100 |
12.3%low 11.0% |
10 yr+ |
0.4× |
59% |
Air Liquide (AI.PA) Buffett Framework Deep-Dive Research9 de junio de 2026 · Watch |
FY2025 |
| 341 |
Luxshare Precision Industry Co Ltd
002475 · Shenzhen
|
$62B |
64/100
Media
|
45/100 |
18.8%low 10.3% |
10 yr+ |
Net cash |
16% |
Luxshare Precision: A Good Company, but Only a Fair Price21 de julio de 2026 · Hold |
FY2025 |
| 342 |
Steel Dynamics Inc
STLD · EE. UU.
|
$36B |
64/100
Media
|
42/100 |
25.5%low 12.7% |
10 yr+ |
0.4× |
19% |
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder27 de mayo de 2026 · Watch |
FY2025 |
| 343 |
Textron Inc
TXT · EE. UU.
|
$15B |
64/100
Media
|
40/100 |
12.6%low 5.3% |
10 yr+ |
0.3× |
17% |
Textron Deep Value Investment Research30 de mayo de 2026 · Watch |
FY2025 |
| 344 |
Leidos Holdings Inc
LDOS · EE. UU.
|
$15B |
64/100
Media
|
43/100 |
16.8%low 4.7% |
10 yr+ |
1.0× |
15% |
Leidos Holdings Deep Value Investment Research30 de mayo de 2026 · Watch |
FY2025 |
| 345 |
CACI International Inc
CACI · EE. UU.
|
$11B |
64/100
Media
|
43/100 |
12.1%low 8.9% |
10 yr+ |
0.8× |
8% |
CACI International: Fiscal 2026 Revenue Grew 7.2% Organically With Technology at 58.4% of Mix, and 606.85 USD Sits 6% Above the 570 USD Conservative Ceiling10 de septiembre de 2026 · Hold |
FY2025 |
| 346 |
Siemens AG ADR
SIEGY · EE. UU.
|
$249B |
63/100
Media
|
48/100 |
13.4%low 7.6% |
10 yr+ |
0.6× |
35% |
Siemens AG (SIE.XETRA) Zen Horizon Research Report9 de junio de 2026 · Watch |
FY2025 |
| 347 |
Mondelez International Inc
MDLZ · EE. UU.
|
$80B |
63/100
Media
|
42/100 |
12.7%low 6.5% |
10 yr+ |
0.8× |
38% |
MDLZ: Investment Research Through a Long-Term Business Owner's Lens22 de mayo de 2026 · Watch |
FY2025 |
| 348 |
Rheinmetall AG
RHM · XETRA
|
$57B |
63/100
Media
|
49/100 |
13.5%low 0.1% |
10 yr+ |
Net cash |
47% |
Rheinmetall: Respect Without Urgency for a Re-Rated Defence Prime23 de julio de 2026 · Hold |
FY2025 |
| 349 |
Yageo Corp
2327 · Taiwán
|
$55B |
63/100
Media
|
46/100 |
21.4%low 12.1% |
10 yr+ |
0.3× |
38% |
Yageo Corporation Deep-Dive Research14 de junio de 2026 · Hold |
FY2025 |
| 350 |
STERIS plc
STE · EE. UU.
|
$22B |
63/100
Media
|
43/100 |
7.6%low 1.8% |
10 yr+ |
0.2× |
43% |
STERIS plc: A Long-Term Owner's Perspective29 de mayo de 2026 · Watch |
FY2026 |
| 351 |
Sieyuan Electric Co Ltd
002028 · Shenzhen
|
$17B |
63/100
Media
|
44/100 |
12.5%low 5.7% |
10 yr+ |
Net cash |
29% |
Sieyuan Electric: A Premium-Priced Export Compounder With Zero Margin of Safety11 de julio de 2026 · Watch |
FY2025 |
| 352 |
Mowi ASA
MOWI · OL
|
$12B |
63/100
Media
|
42/100 |
16.5%low 4.3% |
10 yr+ |
0.5× |
53% |
Mowi ASA: A License-Constrained Salmon Platform at a Fair, Not Forgiving, Price2 de julio de 2026 · Hold |
FY2025 |
| 353 |
Contemporary Amperex Technology Co., Limite
3750 · Hong Kong
|
$380B |
62/100
Media
|
59/100 |
16.7%low 8.7% |
10 yr+ |
Net cash |
29% |
CATL: análisis profundo con el Zen Horizon Framework4 de junio de 2026 · Compra cautelosa |
FY2025 |
| 354 |
Intercontinental Exchange Inc
ICE · EE. UU.
|
$86B |
62/100
Media
|
49/100 |
11.2%low 6.4% |
10 yr+ |
0.6× |
56% |
Intercontinental Exchange from a Long-Term Business Owner's Perspective26 de mayo de 2026 · Watch |
FY2025 |
| 355 |
WuXi AppTec Co Ltd H
2359 · Hong Kong
|
$61B |
62/100
Media
|
51/100 |
15.9%low 9.1% |
10 yr+ |
Net cash |
40% |
WuXi AppTec Co., Ltd.: Chemistry Resets the Earnings Base, the U.S. Question Stays Open, and HK$199.10 Leaves No Conservative Discount12 de agosto de 2026 · Hold |
FY2025 |
| 356 |
Jabil Circuit Inc
JBL · EE. UU.
|
$33B |
62/100
Media
|
39/100 |
24.4%low 3.0% |
10 yr+ |
0.9× |
8% |
Jabil Inc.: An In-Depth Value Investing Analysis27 de mayo de 2026 · Watch |
FY2025 |
| 357 |
JSC National Atomic Company Kazatomprom
KAP · IL
|
$23B |
62/100
Media
|
41/100 |
25.5%low 11.8% |
10 yr+ |
— |
41% |
Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report9 de junio de 2026 · Watch |
FY2025 |
| 358 |
DaVita HealthCare Partners Inc
DVA · EE. UU.
|
$15B |
62/100
Media
|
41/100 |
27.6%low 3.2% |
10 yr+ |
10.4× |
29% |
DaVita In-Depth Value Investing Research30 de mayo de 2026 · Watch |
FY2025 |
| 359 |
Powertech Technology Inc
6239 · Taiwán
|
$7.9B |
62/100
Media
|
40/100 |
14.3%low 9.8% |
10 yr+ |
0.3× |
20% |
Powertech Technology Deep-Dive Research11 de junio de 2026 · Watch |
FY2025 |
| 360 |
Celestica Inc.
CLS · EE. UU.
|
$39B |
61/100
Media
|
49/100 |
12.8%low 4.3% |
10 yr+ |
0.1× |
8% |
Celestica Inc. Deep-Dive Research12 de junio de 2026 · Hold |
FY2025 |
| 361 |
Shengyi Technology Co Ltd
600183 · Shanghái
|
$36B |
61/100
Media
|
43/100 |
15.5%low 8.3% |
10 yr+ |
0.0× |
22% |
Shengyi Technology Long-Term Owner's Perspective Research9 de junio de 2026 · Avoid |
FY2025 |
| 362 |
MYR Group Inc
MYRG · EE. UU.
|
$5.2B |
61/100
Media
|
44/100 |
11.7%low 5.0% |
10 yr+ |
Net cash |
11% |
MYR Group: A Record 20.1% Organic Quarter and a 3.16 Billion Backlog, Already Priced at 32 Times Trailing Earnings8 de agosto de 2026 · Hold |
FY2025 |
| 363 |
Flex Ltd
FLEX · EE. UU.
|
$42B |
60/100
Media
|
40/100 |
14.1%low 3.1% |
10 yr+ |
0.4× |
7% |
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating22 de julio de 2026 · Hold |
FY2026 |
| 364 |
Northern Trust Corporation
NTRS · EE. UU.
|
$33B |
59/100
Media
|
43/100 |
10.3%low 0.7% |
10 yr+ |
Net cash |
82% |
Northern Trust: A Study of Custody-Banking and Wealth-Management Infrastructure28 de mayo de 2026 · Watch |
FY2025 |
| 365 |
Sany Heavy Industry Co Ltd
600031 · Shanghái
|
$26B |
59/100
Media
|
45/100 |
13.1%low 0.9% |
10 yr+ |
Net cash |
28% |
SANY Heavy Industry Re-rating: A Globalized Construction-Machinery Leader on Overseas Delivery Plus Domestic Recovery28 de mayo de 2026 · Hold |
FY2025 |
| 366 |
Laboratory Corporation of America Holdings
LH · EE. UU.
|
$25B |
59/100
Media
|
44/100 |
13.3%low 5.3% |
10 yr+ |
0.8× |
31% |
Labcorp Holdings: A Value-Investing Deep Dive29 de mayo de 2026 · Watch |
FY2025 |
| 367 |
Jiangsu Hengli Hydraulic Co Ltd
601100 · Shanghái
|
$20B |
59/100
Media
|
44/100 |
18.1%low 2.0% |
10 yr+ |
Net cash |
38% |
Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot Story25 de julio de 2026 · Hold |
FY2025 |
| 368 |
Amkor Technology Inc
AMKR · EE. UU.
|
$12B |
59/100
Media
|
30/100 |
12.4%low 6.2% |
10 yr+ |
Net cash |
17% |
Amkor (AMKR) Zen Horizon Report5 de junio de 2026 · Watch |
FY2025 |
| 369 |
Inventec Corp
2356 · Taiwán
|
$9.6B |
59/100
Media
|
40/100 |
11.1%low 10.0% |
10 yr+ |
0.4× |
5% |
Inventec: An AI-Server Manufacturer Still Earning Assembly Margins21 de junio de 2026 · Hold |
FY2025 |
| 370 |
Eoptolink Technology Inc Ltd
300502 · Shenzhen
|
$77B |
58/100
Media
|
46/100 |
18.9%low 2.8% |
10 yr+ |
Net cash |
32% |
Eoptolink Research from a Long-Term Business Owner's Perspective21 de mayo de 2026 · Watch |
FY2025 |
| 371 |
CRH PLC ADR
CRH · EE. UU.
|
$63B |
58/100
Media
|
43/100 |
12.0%low 5.4% |
10 yr+ |
0.7× |
33% |
CRH plc: An Investment Study Through the Lens of a Long-Term Business Owner26 de mayo de 2026 · Cautious Buy |
FY2025 |
| 372 |
Nucor Corp
NUE · EE. UU.
|
$59B |
58/100
Media
|
41/100 |
19.8%low 6.7% |
10 yr+ |
0.2× |
17% |
Nucor Corporation Investment Research Report27 de mayo de 2026 · Watch |
FY2025 |
| 373 |
Chipotle Mexican Grill Inc
CMG · EE. UU.
|
$47B |
58/100
Media
|
43/100 |
26.8%low 1.6% |
10 yr+ |
3.1× |
21% |
Chipotle Mexican Grill: A Long-Term Value Investment Analysis24 de mayo de 2026 · Watch |
FY2025 |
| 374 |
Saab AB (publ)
SAAB-B · ST
|
$31B |
58/100
Media
|
49/100 |
9.3%low 5.0% |
10 yr+ |
Net cash |
22% |
Saab: Europe's Sovereign Defense Franchise Is Real, but the Margin of Safety Is Gone10 de julio de 2026 · Hold |
FY2025 |
| 375 |
WUS Printed Circuit Kunshan Co Ltd
002463 · Shenzhen
|
$28B |
58/100
Media
|
50/100 |
16.3%low 3.9% |
10 yr+ |
Net cash |
25% |
Long-Term Value Research on WUS Printed Circuit9 de junio de 2026 · Watch |
FY2025 |
| 376 |
Red Avenue New Materials Group Co Ltd
603650 · Shanghái
|
$4.7B |
58/100
Media
|
45/100 |
16.5%low 9.8% |
10 yr+ |
0.4× |
29% |
Tongcheng New Material: A Long-Term Business Owner's Study20 de mayo de 2026 · Watch |
FY2025 |
| 377 |
Henan Pinggao Electric Co Ltd
600312 · Shanghái
|
$3.7B |
58/100
Media
|
34/100 |
5.9%low 0.8% |
10 yr+ |
Net cash |
18% |
Pinggao Electric: The Cleanest UHV Switchgear Play, But Orders Are Not Yet Revenue4 de julio de 2026 · Hold |
FY2025 |
| 378 |
Samsung Electronics Co Ltd
005930 · Corea
|
$1.7T |
57/100
Media
|
38/100 |
12.1%low 4.1% |
10 yr+ |
Net cash |
38% |
Samsung Electronics: Device Solutions Supplied 99.7% of Second-Quarter Operating Profit, and at 230,500 Won the Shares Already Trade Above the 185,000 Won Conservative Value6 de agosto de 2026 · Hold |
FY2025 |
| 379 |
Zijin Mining Group Co Ltd Class A
601899 · Shanghái
|
$123B |
57/100
Media
|
38/100 |
16.2%low 6.6% |
10 yr+ |
0.5× |
16% |
Zijin Mining: A Real Multi-Metal Compounder, Priced for the Transition to Go Right22 de julio de 2026 · Hold |
FY2025 |
| 380 |
ASE Industrial Holding Co Ltd
3711 · Taiwán
|
$84B |
57/100
Media
|
42/100 |
13.5%low 8.5% |
10 yr+ |
0.5× |
18% |
ASE Technology Holding: An In-Depth Value Investing Study22 de mayo de 2026 · Watch |
FY2025 |
| 381 |
Nasdaq Inc
NDAQ · EE. UU.
|
$53B |
57/100
Media
|
50/100 |
12.2%low 2.0% |
10 yr+ |
0.7× |
40% |
Nasdaq Investment Memo27 de mayo de 2026 · Watch |
FY2025 |
| 382 |
Compagnie de Saint-Gobain S.A.
SGO · París
|
$43B |
57/100
Media
|
48/100 |
8.7%low 2.2% |
10 yr+ |
0.4× |
26% |
Saint-Gobain: A Higher Margin Floor Is Proven, but at 74.16 EUR the Price Sits Above the 64 EUR Conservative Value29 de julio de 2026 · Hold |
FY2025 |
| 383 |
Iron Mountain Incorporated
IRM · EE. UU.
|
$36B |
57/100
Media
|
47/100 |
29.6%low 5.4% |
10 yr+ |
— |
54% |
Iron Mountain Deep Dive: A Hybrid REIT with High Retention, High Leverage, and High Capital Spending27 de mayo de 2026 · Watch |
FY2025 |
| 384 |
SS&C Technologies Holdings Inc
SSNC · EE. UU.
|
$18B |
57/100
Media
|
46/100 |
9.6%low 2.3% |
10 yr+ |
0.6× |
46% |
SS&C Technologies: A Sticky Cash Engine, Not Yet Cheap Enough18 de julio de 2026 · Hold |
FY2025 |
| 385 |
Inspur Electronic Info Industr
000977 · Shenzhen
|
$15B |
57/100
Media
|
38/100 |
9.8%low 5.9% |
10 yr+ |
Net cash |
10% |
Inspur Information Deep-Dive Research14 de junio de 2026 · Hold |
FY2025 |
| 386 |
Stonex Group Inc
SNEX · EE. UU.
|
$9.3B |
57/100
Media
|
43/100 |
19.0%low 1.4% |
10 yr+ |
7.1× |
1% |
StoneX Group: Two 3-for-2 Splits in One Fiscal Year Break the EPS Series, RJO Lifts Q3 Net Income 102%, and 200bp of Rate Cuts Would Take $0.76 Off $4.19 Trailing EPS16 de septiembre de 2026 · Hold |
FY2025 |
| 387 |
Anji Microelectronics Tech Co Ltd
688019 · Shanghái
|
$7.6B |
57/100
Media
|
52/100 |
15.4%low 7.4% |
10 yr+ |
Net cash |
58% |
Anji Microelectronics: A High-Quality Compounder, but a Better Company Than Stock29 de junio de 2026 · Watch |
FY2025 |
| 388 |
Compass Group PLC
CPG · LSE
|
— |
57/100
Media
|
45/100 |
26.7%low 2.8% |
10 yr+ |
0.8× |
24% |
Compass Group: A Fifth Year of 4–5% Net-New Business and 96% Retention Make the Compounding Real, but at $31.10 a 5.1% Owner-Earnings Yield and 1.7x Leverage Leave No Conservative-Case Margin of Safety18 de septiembre de 2026 · Hold |
FY2025 |
| 389 |
Vulcan Materials Company
VMC · EE. UU.
|
$35B |
56/100
Media
|
43/100 |
10.7%low 8.3% |
10 yr+ |
0.6× |
26% |
Vulcan Materials Company: In-Depth Value Investing Analysis28 de mayo de 2026 · Watch |
FY2025 |
| 390 |
WuXi Biologics
2269 · Hong Kong
|
$20B |
56/100
Media
|
52/100 |
13.2%low 6.3% |
10 yr+ |
Net cash |
43% |
WuXi Biologics Deep Dive: A Biologics CRDMO Where Manufacturing Delivery Runs Ahead While Valuation Is Held Back by a Geopolitical Discount12 de junio de 2026 · Hold |
FY2025 |
| 391 |
Accelink Technologies Co Ltd
002281 · Shenzhen
|
$20B |
56/100
Media
|
44/100 |
9.2%low 7.3% |
10 yr+ |
Net cash |
21% |
Accelink Technologies: AI Datacom Growth Racing Against a Stretched Valuation14 de junio de 2026 · Avoid |
FY2025 |
| 392 |
Moog Inc
MOG-A · EE. UU.
|
$12B |
56/100
Media
|
35/100 |
10.2%low 0.7% |
10 yr+ |
0.4× |
27% |
Moog Long-Term Owner's View Research3 de junio de 2026 · Watch |
FY2025 |
| 393 |
Ningbo Orient Wires and Cables Co Ltd
603606 · Shanghái
|
$4.8B |
56/100
Media
|
47/100 |
15.4%low 3.2% |
10 yr+ |
Net cash |
21% |
Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog Conversion17 de julio de 2026 · Watch |
FY2025 |
| 394 |
Goldman Sachs Group Inc
GS · EE. UU.
|
$309B |
55/100
Media
|
45/100 |
10.7%low 5.2% |
10 yr+ |
Net cash |
65% |
Goldman Sachs Group Deep Value Investing Analysis25 de mayo de 2026 · Watch |
FY2025 |
| 395 |
Vinci S.A.
DG · París
|
$73B |
55/100
Media
|
44/100 |
14.5%low 5.9% |
10 yr+ |
0.6× |
18% |
VINCI SA: Concessions Turn EUR 12.22bn of Revenue Into EUR 5.94bn of Operating Income, but ASF, Escota and Cofiroute Revert to the State by 203611 de septiembre de 2026 · Hold |
FY2025 |
| 396 |
Interactive Brokers Group Inc
IBKR · EE. UU.
|
$149B |
54/100
Media
|
52/100 |
2.9%low 1.2% |
10 yr+ |
Net cash |
78% |
Interactive Brokers: A Long-Term Owner's View25 de mayo de 2026 · Watch |
FY2025 |
| 397 |
Westinghouse Air Brake Technologies Corp
WAB · EE. UU.
|
$49B |
54/100
Media
|
44/100 |
8.1%low 3.3% |
10 yr+ |
0.4× |
30% |
Wabtec: A Long-Term Business-Owner's Analysis27 de mayo de 2026 · Watch |
FY2025 |
| 398 |
King Yuan Electronics Co Ltd
2449 · Taiwán
|
$12B |
54/100
Media
|
46/100 |
14.2%low 7.3% |
10 yr+ |
0.3× |
31% |
KYEC Deep-Dive Research14 de junio de 2026 · Hold |
FY2025 |
| 399 |
Quanta Services Inc
PWR · EE. UU.
|
$100B |
53/100
Media
|
43/100 |
9.7%low 5.9% |
10 yr+ |
0.7× |
13% |
Quanta Services: A Long-Term Owner's Perspective25 de mayo de 2026 · Watch |
FY2025 |
| 400 |
Sumitomo Electric Industries Ltd ADR
SMTOY · EE. UU.
|
$41B |
53/100
Media
|
40/100 |
7.2%low 3.5% |
10 yr+ |
0.2× |
18% |
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price15 de julio de 2026 · Hold |
FY2026 |