Lululemon Athletica · apparel
wonderful · 95
no moat
Value$163.56
Price$115.69
MoS
+41.4%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-08-21
12fat pitches
200on watchlist
8/22cleared gate today
101%universe scanned
4.7%risk-free
Today's wonderful businesses · 3 deep-dived of 22 scanned
Halliburton · energy
good · 69
narrow moat
Value$35.54
Price$35.69
MoS
-0.4%
Solid but cyclical oilfield services scale player; likely matches, not beats, a modest 3% bar.
Expedia Group · retail
wonderful · 86
no moat
Value$302.67
Price$324.17
MoS
-6.6%
Model unavailable; showing baseline owner-earnings value.
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 |
|---|---|---|---|---|---|---|---|
| ZTS | pharma | wonderful · 90 | wide moat | $75.02 | $109.18 | +45.5% | HOLD |
| LULU | apparel | wonderful · 95 | no moat | $115.69 | $163.56 | +41.4% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $88.86 | $123.75 | +39.3% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,300.00 | $8,715.45 | +38.3% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $60.92 | $82.52 | +35.5% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $99.31 | $132.18 | +33.1% | BUY |
| CF | materials | wonderful · 85 | narrow moat | $125.70 | $166.44 | +32.4% | BUY |
| PYPL | payments | wonderful · 85 | narrow moat | $62.30 | $82.15 | +31.9% | BUY |
| ACN | software | wonderful · 89 | wide moat | $181.35 | $238.59 | +31.6% | HOLD |
| UHS | healthcare | good · 69 | no moat | $172.87 | $218.86 | +26.6% | HOLD |
| GDDY | technology | wonderful · 82 | narrow moat | $98.19 | $123.84 | +26.1% | BUY |
| SOLV | healthcare | good · 73 | narrow moat | $88.61 | $109.55 | +23.6% | BUY |
| VLO | energy | good · 73 | narrow moat | $341.51 | $407.15 | +19.2% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $272.22 | $315.78 | +16.0% | HOLD |
| INCY | pharma | good · 77 | no moat | $127.22 | $137.73 | +8.3% | HOLD |
| PTC | software | good · 72 | narrow moat | $153.52 | $166.02 | +8.1% | HOLD |
| RMD | healthcare | wonderful · 92 | wide moat | $228.44 | $243.52 | +6.6% | HOLD |
| BR | industrial | good · 75 | wide moat | $178.50 | $190.08 | +6.5% | HOLD |
| AVY | materials | good · 73 | narrow moat | $182.68 | $191.85 | +5.0% | HOLD |
| AOS | industrial | wonderful · 88 | wide moat | $62.43 | $65.45 | +4.8% | HOLD |