201
Energy Fuels Inc.
UUUU · EE. UU.
Energy Fuels: A Genuine Uranium Ramp, Priced Ahead of an Unbuilt Rare-Earth Chain 16 de julio de 2026
Hold
41 /100
Floja
—
16 de julio de 2026
202
Leonardo S.p.A.
LDO · MI
Leonardo: A Re-Rating With Real Earnings Behind It, Priced Like the Quality Gap to BAE and Thales Is Already Closed 8 de julio de 2026
Hold
41 /100
Floja
—
8 de julio de 2026
203
Mitsubishi Electric Corporation
6503 · TSE
Mitsubishi Electric: A Conglomerate in Transition, Fully Priced 1 de julio de 2026
Hold
41 /100
Floja
—
1 de julio de 2026
204
THK Co., Ltd.
6481 · TSE
THK: A Category-Defining Linear-Motion Franchise Re-Rated on Restructuring and a Still-Unbooked Robotics Option 24 de junio de 2026
Hold
41 /100
Floja
—
24 de junio de 2026
205
JSC National Atomic Company Kazatomprom
KAP · IL
Kazatomprom (KAP.IL) Zen Horizon Deep-Dive Report 9 de junio de 2026
Watch
41 /100
Floja
62/100
10 de junio de 2026
206
Bruker Corporation
BRKR · EE. UU.
Bruker Zen Horizon Research: A Hidden Champion in Scientific Instruments, but Organic Growth Is Receding and Valuation Has Priced In the Recovery 4 de junio de 2026
Watch
41 /100
Floja
—
10 de junio de 2026
207
Hasbro, Inc.
HAS · EE. UU.
Hasbro: A Deep Value Investing Study 30 de mayo de 2026
Watch
41 /100
Floja
—
10 de junio de 2026
208
Kenvue Inc.
KVUE · EE. UU.
Kenvue Inc: In-Depth Value Investing Analysis 28 de mayo de 2026
Watch
41 /100
Floja
55/100
10 de junio de 2026
209
PPL Corporation
PPL · EE. UU.
PPL Corporation Deep-Value Research 28 de mayo de 2026
Watch
41 /100
Floja
—
10 de junio de 2026
210
The Hartford Financial Services Group, Inc.
HIG · EE. UU.
The Hartford Financial Services Group Deep Dive: A Quality Insurer, but the Margin of Safety Is Thin 27 de mayo de 2026
Cautious Buy
41 /100
Floja
—
10 de junio de 2026
211
Lowe's Companies, Inc.
LOW · EE. UU.
Lowe's: A Long-Term Owner's Perspective 25 de mayo de 2026
Watch
41 /100
Floja
80/100
10 de junio de 2026
212
Citigroup Inc.
C · EE. UU.
Citigroup Deep Value Investment Analysis 24 de mayo de 2026
Watch
41 /100
Floja
—
10 de junio de 2026
213
CDW Corporation
CDW · EE. UU.
CDW Long-Term Value Investment Analysis 24 de mayo de 2026
Watch
41 /100
Floja
75/100
11 de junio de 2026
214
Albemarle Corporation
ALB · EE. UU.
Albemarle Corporation: A Value Investing Deep Dive 23 de mayo de 2026
Watch
41 /100
Floja
—
10 de junio de 2026
215
A. O. Smith Corporation
AOS · EE. UU.
A. O. Smith Water Heaters & Water Treatment Deep Dive 23 de mayo de 2026
Watch
41 /100
Floja
91/100
11 de junio de 2026
216
Avery Dennison Corporation
AVY · EE. UU.
Avery Dennison Pressure-Sensitive Labels & RFID Deep Dive 23 de mayo de 2026
Watch
41 /100
Floja
78/100
11 de junio de 2026
217
Applied Digital Corporation
APLD · EE. UU.
Applied Digital Corporation: A Deep Value Investing Study 20 de mayo de 2026
Watch
41 /100
Floja
—
10 de junio de 2026
218
Cipher Digital Inc.
CIFR · EE. UU.
Cipher Digital: A Deep Value Investment Study 20 de mayo de 2026
Watch
41 /100
Floja
—
10 de junio de 2026
219
Liberty Energy Inc.
LBRT · EE. UU.
Liberty Energy In-Depth Research Report 20 de mayo de 2026
Watch
41 /100
Floja
—
10 de junio de 2026
220
Federated Hermes, Inc.
FHI · EE. UU.
Federated Hermes: A Durable Cash Franchise Priced for Today's Rates, Not the Next Zero 16 de agosto de 2026
Hold
40 /100
Floja
96/100
16 de agosto de 2026
221
RTX Corporation
RTX · EE. UU.
RTX Corporation: A Record Backlog and a Documented GTF Recovery, Already Paid For by a 26% Re-Rating 7 de agosto de 2026
Hold
40 /100
Floja
38/100
7 de agosto de 2026
222
Resonac Holdings Corporation
4004 · TSE
Resonac Holdings: 99.3% of Core Operating Profit Now Comes From Semiconductor Materials, but at ¥12,125 the Pre-Spin Package Offers No Discount to Conservative Value 31 de julio de 2026
Hold
40 /100
Floja
—
31 de julio de 2026
223
Shanghai MicroPort MedBot (Group) Co., Ltd.
2252 · Hong Kong
Shanghai MicroPort MedBot: Commercial Traction Is Real, but the Re-Rating Has Already Happened 25 de julio de 2026
Hold
40 /100
Floja
—
25 de julio de 2026
224
Shanghai Junshi Biosciences Co., Ltd.
688180 · Shanghái
Shanghai Junshi Biosciences: A Real PD-1 Franchise, But the A-Shares Already Price an Unproven Profit Bridge 25 de julio de 2026
Hold
40 /100
Floja
—
25 de julio de 2026
225
Flex Ltd.
FLEX · EE. UU.
Flex Ltd: The CPI Spin-Off Is Real, But the Stock Has Already Front-Run the Rerating 22 de julio de 2026
Hold
40 /100
Floja
60/100
22 de julio de 2026
226
Nidec Corporation
6594 · TSE
Nidec Corporation: A Real Motor Franchise Wrapped in a Credibility Discount 19 de julio de 2026
Watch
40 /100
Floja
—
19 de julio de 2026
227
Paladin Energy Ltd
PDN · AU
Paladin Energy: The Restart Is Working, and the Price Already Knows It 17 de julio de 2026
Hold
40 /100
Floja
—
17 de julio de 2026
228
Sumitomo Electric Industries, Ltd.
5802 · TSE
Sumitomo Electric Industries: The Transition Is Real, But So Is the Price 15 de julio de 2026
Hold
40 /100
Floja
53/100
15 de julio de 2026
229
DSM-Firmenich AG
DSFIR · AMS
DSM-Firmenich: A Genuine Portfolio Cleanup, Already Priced for the Improvement to Continue 4 de julio de 2026
Hold
40 /100
Floja
—
4 de julio de 2026
230
Inventec Corporation
2356 · Taiwán
Inventec: An AI-Server Manufacturer Still Earning Assembly Margins 21 de junio de 2026
Hold
40 /100
Floja
59/100
21 de junio de 2026
231
Hua Hong Semiconductor Limited
1347 · Hong Kong
Hua Hong Semiconductor: Value and Price in Mature Specialty Process Platforms 14 de junio de 2026
Hold
40 /100
Floja
—
15 de junio de 2026
232
Powertech Technology Inc.
6239 · Taiwán
Powertech Technology Deep-Dive Research 11 de junio de 2026
Watch
40 /100
Floja
62/100
11 de junio de 2026
233
Xinjiang Goldwind Science & Technology Co., Ltd. (Goldwind)
002202 · Shenzhen
Goldwind Zen Horizon Framework Deep-Dive Research 6 de junio de 2026
Watch
40 /100
Floja
—
10 de junio de 2026
234
Foxconn Industrial Internet Co., Ltd.
601138 · Shanghái
FII Zen Horizon Research: No. 1 in AI server rack assembly, real earnings acceleration, but a thin business at a rich valuation 4 de junio de 2026
Watch
40 /100
Floja
82/100
5 de junio de 2026
235
Firefly Aerospace, Inc.
FLY · EE. UU.
Firefly Aerospace Research from a Long-Term Owner's Perspective 4 de junio de 2026
Avoid
40 /100
Floja
—
5 de junio de 2026
236
Pentair plc
PNR · EE. UU.
Pentair plc In-Depth Value Investment Research 31 de mayo de 2026
Watch
40 /100
Floja
77/100
10 de junio de 2026
237
Kimco Realty Corporation
KIM · EE. UU.
Kimco Realty Deep Value Investment Research 30 de mayo de 2026
Watch
40 /100
Floja
—
7 de junio de 2026
238
Masco Corporation
MAS · EE. UU.
Masco Deep Value Investment Research 30 de mayo de 2026
Watch
40 /100
Floja
78/100
10 de junio de 2026
239
News Corporation
NWSA · EE. UU.
News Corp Class A Deep Value Investment Research 30 de mayo de 2026
Watch
40 /100
Floja
—
10 de junio de 2026
240
Weyerhaeuser Company
WY · EE. UU.
Weyerhaeuser In-Depth Value Investment Research 30 de mayo de 2026
Watch
40 /100
Floja
—
9 de junio de 2026
241
Zimmer Biomet Holdings, Inc.
ZBH · EE. UU.
Zimmer Biomet Deep Value Investment Research 30 de mayo de 2026
Watch
40 /100
Floja
—
10 de junio de 2026
242
Expand Energy Corporation
EXE · EE. UU.
Expand Energy Corporation In-Depth Value Investment Research 29 de mayo de 2026
Watch
40 /100
Floja
31/100
9 de junio de 2026
243
Extra Space Storage Inc.
EXR · EE. UU.
Extra Space Storage: A Long-Term Owner's View of a Self-Storage Platform REIT 28 de mayo de 2026
Watch
40 /100
Floja
—
10 de junio de 2026
244
MetLife, Inc.
MET · EE. UU.
MetLife: A Deep Value Investing Analysis 27 de mayo de 2026
Watch
40 /100
Floja
—
11 de junio de 2026
245
Public Service Enterprise Group Incorporated
PEG · EE. UU.
PEG Long-Term Value Investment Report 27 de mayo de 2026
Watch
40 /100
Floja
22/100
10 de junio de 2026
246
CF Industries Holdings, Inc.
CF · EE. UU.
CF Industries: A Long-Term Value Investing Analysis 24 de mayo de 2026
Watch
40 /100
Floja
52/100
11 de junio de 2026
247
Assurant, Inc.
AIZ · EE. UU.
Assurant Specialty Insurance & Protection Platform Research 23 de mayo de 2026
Watch
40 /100
Floja
—
10 de junio de 2026
248
AvalonBay Communities, Inc.
AVB · EE. UU.
AvalonBay Communities Apartment REIT and Merger Research 23 de mayo de 2026
Watch
40 /100
Floja
—
11 de junio de 2026
249
Diamondback Energy, Inc.
FANG · EE. UU.
Diamondback Energy: A Deep Value Analysis 22 de mayo de 2026
Watch
40 /100
Floja
—
11 de junio de 2026
250
EQT Corporation
EQT · EE. UU.
EQT Corporation: A Long-Term Value Investing Deep Dive 20 de mayo de 2026
Watch
40 /100
Floja
22/100
10 de junio de 2026
251
National Beverage Corp.
FIZZ · EE. UU.
National Beverage: A Cash-Rich LaCroix Franchise Where Price, Not Volume, Carried the Year 17 de agosto de 2026
Hold
39 /100
Floja
95/100
17 de agosto de 2026
252
Canon Inc.
7751 · TSE
Canon Inc.: Imaging Carries the Mix Shift, Nanoimprint Stays an Option, and ¥4,628 Leaves No Conservative Discount 12 de agosto de 2026
Hold
39 /100
Floja
—
12 de agosto de 2026
253
Honeywell International Inc.
HON · EE. UU.
Honeywell Technologies: A Genuine Automation Franchise, Already Priced for Successful Execution 9 de agosto de 2026
Hold
39 /100
Floja
74/100
9 de agosto de 2026
254
Haleon plc
HLN · LSE
Haleon: Oral Health Supplied Over 90% of First-Half Organic Growth While the Rest of the Portfolio Grew 0.3%, and 3.633 Pounds Leaves No Margin of Safety 1 de agosto de 2026
Hold
39 /100
Floja
61/100
2 de agosto de 2026
255
Solstice Advanced Materials Inc.
SOLS · EE. UU.
Solstice Advanced Materials: A Real Standalone Business, Not Enough Margin of Safety for the Deal 12 de julio de 2026
Hold
39 /100
Floja
—
12 de julio de 2026
256
Saipem S.p.A.
SPM · MI
Saipem: The Offshore Repair Is Real, but the Subsea7 Merger Remains Unresolved 4 de julio de 2026
Hold
39 /100
Floja
—
4 de julio de 2026
257
Aker Solutions ASA
AKSO · OL
Aker Solutions: A Leaner Contractor Priced Without a Margin of Safety 1 de julio de 2026
Hold
39 /100
Floja
—
1 de julio de 2026
258
Navitas Semiconductor Corporation
NVTS · EE. UU.
Navitas Semiconductor (NVTS.US) Zen Horizon Research Report 8 de junio de 2026
Underweight
39 /100
Floja
—
8 de junio de 2026
259
Recursion Pharmaceuticals
RXRX · EE. UU.
Recursion Pharmaceuticals: A Zen Horizon Framework Deep Dive 8 de junio de 2026
Watch
39 /100
Floja
—
8 de junio de 2026
260
Camden Property Trust
CPT · EE. UU.
Camden Property Trust: A Value-Investing Deep Dive 31 de mayo de 2026
Watch
39 /100
Floja
—
6 de junio de 2026
261
Everest Group, Ltd.
EG · EE. UU.
Everest Group In-Depth Value Investment Research 30 de mayo de 2026
Watch
39 /100
Floja
—
10 de junio de 2026
262
Huntington Ingalls Industries, Inc.
HII · EE. UU.
Huntington Ingalls Industries: A Deep Value Investment Study 30 de mayo de 2026
Watch
39 /100
Floja
77/100
10 de junio de 2026
263
Invitation Homes Inc.
INVH · EE. UU.
Invitation Homes Deep Value Investment Research 30 de mayo de 2026
Watch
39 /100
Floja
—
8 de junio de 2026
264
Mid-America Apartment Communities, Inc.
MAA · EE. UU.
Mid-America Apartment Communities Deep Value Investment Research 30 de mayo de 2026
Watch
39 /100
Floja
—
8 de junio de 2026
265
NVR, Inc.
NVR · EE. UU.
NVR Deep Value Investment Research 30 de mayo de 2026
Watch
39 /100
Floja
89/100
10 de junio de 2026
266
Regency Centers Corporation
REG · EE. UU.
Regency Centers In-Depth Value Investment Research 30 de mayo de 2026
Watch
39 /100
Floja
—
10 de junio de 2026
267
Solventum Corporation
SOLV · EE. UU.
Solventum Deep Value Investment Research 30 de mayo de 2026
Watch
39 /100
Floja
71/100
8 de junio de 2026
268
UDR, Inc.
UDR · EE. UU.
UDR Deep Value Investment Research 30 de mayo de 2026
Watch
39 /100
Floja
48/100
7 de junio de 2026
269
NiSource Inc.
NI · EE. UU.
NiSource: A Deep-Dive Value Investing Research Report 29 de mayo de 2026
Watch
39 /100
Floja
—
10 de junio de 2026
270
PulteGroup, Inc.
PHM · EE. UU.
PulteGroup Value Investing Research Report 29 de mayo de 2026
Watch
39 /100
Floja
71/100
10 de junio de 2026
271
Smurfit WestRock plc
SW · EE. UU.
Smurfit WestRock: A Long-Term Business Owner's Investment Analysis 29 de mayo de 2026
Watch
39 /100
Floja
—
8 de junio de 2026
272
NRG Energy, Inc.
NRG · EE. UU.
NRG Energy: A Long-Term Business Owner's Deep Dive 28 de mayo de 2026
Watch
39 /100
Floja
—
10 de junio de 2026
273
Zhangzhou Pientzehuang Pharmaceutical Co., Ltd.
600436 · Shanghái
Pientzehuang: High-Priced Core Volume Fell 21% in 2025, and CNY132.59 Still Prices In 42x Trailing Earnings 15 de agosto de 2026
Hold
38 /100
Floja
88/100
15 de agosto de 2026
274
Shanxi Xinghuacun Fen Wine Factory Co., Ltd.
600809 · Shanghái
Shanxi Fenjiu: 22% More Volume but Only 7.5% More Revenue in 2025, Q1 2026 Out-of-Province Sales Fell 15% While Dealers Grew, and CNY123.52 Sits Above Conservative Value 15 de agosto de 2026
Hold
38 /100
Floja
86/100
15 de agosto de 2026
275
Samsung Electronics Co., Ltd.
005930 · Corea
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 Value 6 de agosto de 2026
Hold
38 /100
Floja
57/100
6 de agosto de 2026
276
Kawasaki Heavy Industries, Ltd.
7012 · TSE
Kawasaki Heavy Industries: Aerospace Earned the Rerating, the Rest of the Group Still Has to Pay for It 26 de julio de 2026
Hold
38 /100
Floja
—
26 de julio de 2026
277
Rocket Pharmaceuticals, Inc.
RCKT · EE. UU.
Rocket Pharmaceuticals: Cash Buys Time, but Danon Still Has to Earn Back the Market's Trust 25 de julio de 2026
Hold
38 /100
Floja
—
25 de julio de 2026
278
Eastman Chemical Company
EMN · EE. UU.
Eastman Chemical: A Cyclical Repair Story Already Priced for Stabilization 13 de julio de 2026
Hold
38 /100
Floja
—
13 de julio de 2026
279
The Timken Company
TKR · EE. UU.
Timken: The Margin Transition Is Real, but the Price Already Assumes It's Finished 8 de julio de 2026
Hold
38 /100
Floja
65/100
8 de julio de 2026
280
Carl Zeiss Meditec AG
AFX · XETRA
Carl Zeiss Meditec: A High-Grade Ophthalmology Franchise Forced to Relearn Its Operating Model in China 26 de junio de 2026
Watch
38 /100
Floja
—
26 de junio de 2026
281
Barrick Mining Corporation
B · EE. UU.
Barrick Mining: A World-Class Gold-and-Copper Portfolio in Transition, Discounted for Complexity and Priced Near Fair Value 25 de junio de 2026
Hold
38 /100
Floja
41/100
25 de junio de 2026
282
Fortrea Holdings Inc.
FTRE · EE. UU.
Fortrea Deep Dive: Global Clinical CRO Repair After the Labcorp Spin-Off 12 de junio de 2026
Watch
38 /100
Floja
—
12 de junio de 2026
283
Applied Optoelectronics, Inc.
AAOI · EE. UU.
Applied Optoelectronics Deep-Dive Research 31 de mayo de 2026
Hold
38 /100
Floja
—
5 de junio de 2026
284
Henry Schein, Inc.
HSIC · EE. UU.
Henry Schein Investment Research from a Long-Term Business Owner's Perspective 31 de mayo de 2026
Watch
38 /100
Floja
—
7 de junio de 2026
285
Pfizer Inc.
PFE · EE. UU.
Pfizer Inc.: A 6.6% Yield Costing 108% of Free Cash Flow, $17-18 Billion of Revenue Facing the Late-Decade Cliff, and No Margin of Safety at $26.20 7 de agosto de 2026
Hold
37 /100
Floja
—
7 de agosto de 2026
286
The Boeing Company
BA · EE. UU.
Boeing: Second-Quarter Free Cash Flow Turned Positive, but 45–50 Times Owner Earnings Already Prices the Recovery 3 de agosto de 2026
Hold
37 /100
Floja
—
3 de agosto de 2026
287
Booz Allen Hamilton Holding Corporation
BAH · EE. UU.
Booz Allen Hamilton: The 130 Basis Point Margin Jump and the 39.48 Billion Dollar Backlog Are Both Smaller Than They Look, and 69.72 Dollars Sits Above Conservative Value 1 de agosto de 2026
Hold
37 /100
Floja
76/100
1 de agosto de 2026
288
Changzhou Juhe New Material Co., Ltd.
688503 · Shanghái
Changzhou Juhe: Real Moat, Unproven Second Curve 13 de julio de 2026
Hold
37 /100
Floja
42/100
13 de julio de 2026
289
LONGi Green Energy Technology Co., Ltd.
601012 · Shanghái
LONGi Green Energy: A Real Transition, Not Yet a Real Turnaround 1 de julio de 2026
Hold
37 /100
Floja
—
1 de julio de 2026
290
Toll Brothers, Inc.
TOL · EE. UU.
Investigación en profundidad de Toll Brothers 15 de junio de 2026
Mantener
37 /100
Floja
71/100
15 de junio de 2026
291
ICON plc
ICLR · EE. UU.
ICON plc In-Depth Research 12 de junio de 2026
Hold
37 /100
Floja
—
13 de junio de 2026
292
Wolfspeed, Inc.
WOLF · EE. UU.
Wolfspeed Deep Dive: A vertically integrated silicon carbide pure play with scarce assets, but margins and per-share value are still underwater 12 de junio de 2026
Watch
37 /100
Floja
—
13 de junio de 2026
293
Shanghai Biren Technology Co., Ltd.
6082 · Hong Kong
Biren Technology Deep-Dive Research 11 de junio de 2026
Watch
37 /100
Floja
—
11 de junio de 2026
294
AGC Inc.
5201 · TSE
Long-Term Value Analysis of AGC Inc. 9 de junio de 2026
Watch
37 /100
Floja
—
9 de junio de 2026
295
LongBio Pharma
1779 · Hong Kong
LongBio Pharma-B Vertical and Horizontal Analysis 3 de junio de 2026
Watch
37 /100
Floja
—
5 de junio de 2026
296
Viper Energy, Inc.
VNOM · EE. UU.
Viper Energy Deep-Dive Research 31 de mayo de 2026
Hold
37 /100
Floja
—
5 de junio de 2026
297
Chow Tai Seng Jewellery Co., Ltd.
002867 · Shenzhen
Chow Tai Seng: FY2025 Revenue Fell 36.54% While Profit Rose 9.22%, But at CNY 12.93 the Shares Sit 33-49% Above the CNY 8.7-9.7 Conservative Value 11 de agosto de 2026
Hold
36 /100
Floja
—
11 de agosto de 2026
298
Kinross Gold Corporation
KGC · EE. UU.
Kinross Gold: A Gold-Levered Cash Machine in Transition, but at 23.50 USD the Unresolved Cost Gap Leaves No Margin of Safety 30 de julio de 2026
Hold
36 /100
Floja
27/100
30 de julio de 2026
299
CGN Power Co., Ltd.
003816 · Shenzhen
CGN Power: A Real Nuclear Moat, but No Margin of Safety Yet 23 de julio de 2026
Hold
36 /100
Floja
—
24 de julio de 2026
300
Sanmina Corporation
SANM · EE. UU.
Sanmina Corporation 23 de julio de 2026
Hold
36 /100
Floja
54/100
23 de julio de 2026