Deckers Brands · apparel
wonderful · 97
no moat
Value$123.75
Price$91.57
MoS
+35.1%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-08-20
12fat pitches
200on watchlist
15/22cleared gate today
101%universe scanned
4.7%risk-free
Today's wonderful businesses · 4 deep-dived of 22 scanned
Brown–Forman · beverage
good · 79
wide moat
Value$28.49
Price$28.43
MoS
+0.2%
Iconic whiskey dynasty with a time-and-brand moat; modest growth, fairly priced, own forever.
Illinois Tool Works · industrial
wonderful · 89
wide moat
Value$191.97
Price$284.25
MoS
-32.5%
Elite compounder priced for perfection — the business is wonderful, the price is not.
West Pharmaceutical Services · healthcare
wonderful · 84
wide moat
Value$120.31
Price$352.79
MoS
-65.9%
Wonderful moat, but priced for fantasy growth I cannot underwrite.
Watchlist · 200 wonderful businesses · 12 at a margin of safety
The quality gate has scanned 508 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 | $119.45 | $181.92 | +52.3% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $76.68 | $109.18 | +42.4% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $119.02 | $166.44 | +39.8% | BUY |
| NVR | retail | wonderful · 88 | narrow moat | $6,418.86 | $8,715.45 | +35.8% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $60.93 | $82.52 | +35.4% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $91.57 | $123.75 | +35.1% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $98.53 | $132.18 | +34.1% | BUY |
| PYPL | payments | wonderful · 85 | narrow moat | $61.25 | $82.15 | +34.1% | BUY |
| ACN | software | wonderful · 89 | wide moat | $183.17 | $238.59 | +30.3% | HOLD |
| GDDY | technology | wonderful · 82 | narrow moat | $96.84 | $123.84 | +27.9% | BUY |
| UHS | healthcare | good · 69 | no moat | $172.33 | $218.86 | +27.0% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $87.81 | $109.55 | +24.8% | BUY |
| VLO | energy | good · 73 | narrow moat | $346.26 | $407.15 | +17.6% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $272.47 | $315.78 | +15.9% | HOLD |
| PTC | software | good · 72 | narrow moat | $152.44 | $166.02 | +8.9% | HOLD |
| BR | industrial | good · 75 | wide moat | $176.03 | $190.08 | +8.0% | HOLD |
| INCY | pharma | good · 77 | no moat | $128.47 | $137.73 | +7.2% | HOLD |
| RMD | healthcare | wonderful · 92 | wide moat | $230.65 | $243.52 | +5.6% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $78.04 | $82.20 | +5.3% | HOLD |
| AVY | materials | good · 73 | narrow moat | $183.16 | $191.85 | +4.7% | HOLD |