Accenture · software
wonderful · 89
wide moat
Value$238.59
Price$171.11
MoS
+39.4%
Wide-moat consulting franchise priced for decline; AI tailwind plus buybacks should compound nicely.
Wonderful businesses at a margin of safety
2026-08-07
12fat pitches
201on watchlist
7/22cleared gate today
100%universe scanned
4.7%risk-free
Today's wonderful businesses · 6 deep-dived of 22 scanned
Deckers Brands · apparel
wonderful · 97
wide moat
Value$132.60
Price$97.87
MoS
+35.5%
Premium footwear brands with 37% ROIC priced for zero growth—market is wrong.
Target Corporation · consumer_staples
good · 69
narrow moat
Value$121.01
Price$147.08
MoS
-17.7%
Narrow-moat retailer facing structural margin pressure; 9% implied growth is too optimistic.
Simon Property Group · reit
good · 73
wide moat
Value$139.90
Price$221.83
MoS
-36.9%
Irreplaceable Class A mall portfolio at a price demanding growth this mature REIT cannot deliver.
Williams-Sonoma, Inc. · retail
wonderful · 93
narrow moat
Value$121.29
Price$246.89
MoS
-50.9%
Wonderful brand portfolio with elite returns, but 17% implied growth is fantasy for a shrinking-revenue retailer.
American Express · consumer_finance
wonderful · 82
wide moat
Value$76.01
Price$342.60
MoS
-77.8%
Premium closed-loop network with self-reinforcing brand flywheel compounding owner earnings durably.
Watchlist · 201 wonderful businesses · 12 at a margin of safety
The quality gate has scanned 505 of 503 names; these are the ones worth owning at the right price. See the full watchlist →
| Ticker | Sector | Quality | Moat | Price | Value | Margin of safety | Rating |
|---|---|---|---|---|---|---|---|
| ZTS | pharma | wonderful · 90 | wide moat | $77.27 | $109.18 | +41.3% | HOLD |
| ACN | software | wonderful · 89 | wide moat | $171.11 | $238.59 | +39.4% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,304.81 | $8,715.45 | +38.2% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $116.73 | $161.00 | +37.9% | BUY |
| GDDY | technology | wonderful · 82 | narrow moat | $90.35 | $123.84 | +37.1% | HOLD |
| DECK | apparel | wonderful · 97 | wide moat | $97.87 | $132.60 | +35.5% | HOLD |
| VLO | energy | good · 73 | narrow moat | $302.99 | $407.15 | +34.4% | BUY |
| LULU | apparel | wonderful · 95 | narrow moat | $124.73 | $166.61 | +33.6% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $99.29 | $132.18 | +33.1% | BUY |
| PYPL | payments | wonderful · 85 | narrow moat | $59.78 | $77.90 | +30.3% | BUY |
| APA | energy | good · 74 | no moat | $36.53 | $45.22 | +23.8% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $82.96 | $102.12 | +23.1% | BUY |
| AVY | materials | good · 73 | narrow moat | $173.99 | $203.56 | +17.0% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $70.47 | $82.20 | +16.6% | HOLD |
| INTU | software | good · 79 | wide moat | $321.91 | $372.77 | +15.8% | HOLD |
| BR | industrial | good · 75 | wide moat | $164.75 | $190.08 | +15.4% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $260.24 | $299.52 | +15.1% | HOLD |
| UHS | healthcare | good · 69 | narrow moat | $169.72 | $194.86 | +14.8% | HOLD |
| PTC | software | good · 72 | narrow moat | $147.66 | $166.02 | +12.4% | HOLD |
| RMD | healthcare | wonderful · 92 | wide moat | $223.24 | $243.60 | +9.1% | HOLD |