Corpay · payments
good · 72
narrow moat
Value$388.38
Price$409.68
MoS
-5.2%
Profitable fleet card franchise with real switching costs, but EV transition clouds the decade ahead.
Wonderful businesses at a margin of safety
2026-08-13
12fat pitches
202on watchlist
8/22cleared gate today
101%universe scanned
4.7%risk-free
Today's wonderful businesses · 4 deep-dived of 22 scanned
Best Buy · retail
wonderful · 85
narrow moat
Value$76.54
Price$83.00
MoS
-7.8%
Last retailer standing, not a great business; AI cycle is a trade, not a thesis.
Synchrony Financial · consumer_finance
good · 77
no moat
Value$71.75
Price$79.41
MoS
-9.7%
Model unavailable; showing baseline owner-earnings value.
W. W. Grainger · industrial
wonderful · 90
wide moat
Value$647.83
Price$1,304.88
MoS
-50.4%
Wonderful wide-moat MRO distributor, but price demands fantasy growth.
Watchlist · 202 wonderful businesses · 12 at a margin of safety
The quality gate has scanned 506 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 |
|---|---|---|---|---|---|---|---|
| LULU | apparel | wonderful · 95 | wide moat | $120.87 | $181.92 | +50.5% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $73.54 | $109.18 | +48.5% | HOLD |
| DECK | apparel | wonderful · 97 | wide moat | $91.20 | $132.60 | +45.4% | HOLD |
| PYPL | payments | wonderful · 85 | narrow moat | $59.20 | $82.15 | +38.8% | BUY |
| CF | materials | wonderful · 85 | narrow moat | $120.01 | $166.44 | +38.7% | BUY |
| NVR | retail | wonderful · 88 | narrow moat | $6,293.95 | $8,715.45 | +38.5% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $97.29 | $132.18 | +35.9% | BUY |
| GDDY | technology | wonderful · 82 | narrow moat | $91.82 | $123.84 | +34.9% | HOLD |
| ACN | software | wonderful · 89 | wide moat | $180.14 | $238.59 | +32.4% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $85.29 | $109.55 | +28.4% | BUY |
| VLO | energy | good · 73 | narrow moat | $330.21 | $407.15 | +23.3% | BUY |
| ADBE | software | wonderful · 96 | wide moat | $258.75 | $315.78 | +22.0% | BUY |
| APA | energy | good · 74 | no moat | $39.97 | $45.22 | +13.1% | HOLD |
| UHS | healthcare | good · 69 | narrow moat | $172.45 | $194.86 | +13.0% | HOLD |
| BR | industrial | good · 75 | wide moat | $169.27 | $190.08 | +12.3% | HOLD |
| PTC | software | good · 72 | narrow moat | $147.99 | $166.02 | +12.2% | HOLD |
| INTU | software | good · 79 | wide moat | $334.71 | $372.77 | +11.4% | HOLD |
| CDW | technology | good · 74 | narrow moat | $136.67 | $150.81 | +10.3% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $75.36 | $82.20 | +9.1% | HOLD |
| CPRT | industrial | wonderful · 86 | wide moat | $28.99 | $31.42 | +8.4% | HOLD |