Lululemon Athletica · apparel
wonderful · 95
wide moat
Value$181.92
Price$128.58
MoS
+41.5%
Premium brand with pricing power at 41% margin of safety; market far too pessimistic.
Wonderful businesses at a margin of safety
2026-08-10
12fat pitches
201on watchlist
9/22cleared gate today
100%universe scanned
4.7%risk-free
Fat pitch of the day
glm-5.2
PYPL PayPal
Eroding moat but 10% earnings yield and 4% growth beats a -2% market expectation.
BUY
wonderful · 85
narrow moat
payments
Owner-earnings value$82.15
Price$59.07
Margin of safety
+39.1%
PayPal operates a two-sided digital payments network connecting ~400M consumer accounts with merchants worldwide, earning fees on transaction processing plus value-added services like Braintree (unbranded processing), Venmo, and BNPL. Revenue is driven by total payment volume and take rate.
Full moat, owner-earnings & quality breakdown →Today's wonderful businesses · 6 deep-dived of 22 scanned
Adobe Inc. · software
wonderful · 96
wide moat
Value$315.78
Price$265.21
MoS
+19.1%
Sticky creative monopoly at 7% yield; AI threat real but manageable.
ResMed · healthcare
wonderful · 92
wide moat
Value$243.52
Price$211.94
MoS
+14.9%
Duopoly CPAP leader with widening moat and recurring revenue, growing 7% for years.
Avery Dennison · materials
good · 73
narrow moat
Value$191.85
Price$177.18
MoS
+8.3%
Steady scale player in labels with modest RFID upside; 3% growth beats the 1% bar.
TE Connectivity · technology
good · 75
narrow moat
Value$175.90
Price$216.33
MoS
-18.7%
Solid connector franchise with switching costs, but 11% implied growth is too rich.
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 | $72.66 | $109.18 | +50.3% | HOLD |
| LULU | apparel | wonderful · 95 | wide moat | $128.58 | $181.92 | +41.5% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $114.35 | $161.00 | +40.8% | STRONG BUY |
| PYPL | payments | wonderful · 85 | narrow moat | $59.07 | $82.15 | +39.1% | BUY |
| VLO | energy | good · 73 | narrow moat | $298.31 | $407.15 | +36.5% | BUY |
| NVR | retail | wonderful · 88 | narrow moat | $6,390.14 | $8,715.45 | +36.4% | HOLD |
| DECK | apparel | wonderful · 97 | wide moat | $97.46 | $132.60 | +36.1% | HOLD |
| GDDY | technology | wonderful · 82 | narrow moat | $91.07 | $123.84 | +36.0% | HOLD |
| ACN | software | wonderful · 89 | wide moat | $175.72 | $238.59 | +35.8% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $98.48 | $132.18 | +34.2% | BUY |
| SOLV | healthcare | good · 73 | narrow moat | $82.98 | $102.12 | +23.1% | BUY |
| APA | energy | good · 74 | no moat | $37.63 | $45.22 | +20.2% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $265.21 | $315.78 | +19.1% | HOLD |
| RMD | healthcare | wonderful · 92 | wide moat | $211.94 | $243.52 | +14.9% | HOLD |
| INTU | software | good · 79 | wide moat | $325.25 | $372.77 | +14.6% | HOLD |
| BR | industrial | good · 75 | wide moat | $166.50 | $190.08 | +14.2% | HOLD |
| PTC | software | good · 72 | narrow moat | $147.71 | $166.02 | +12.4% | HOLD |
| UHS | healthcare | good · 69 | narrow moat | $173.54 | $194.86 | +12.3% | HOLD |
| CDW | technology | good · 74 | narrow moat | $135.81 | $150.81 | +11.0% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $75.02 | $82.20 | +9.6% | HOLD |