PayPal · payments
wonderful · 85
no moat
Value$83.53
Price$61.55
MoS
+35.7%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-08-24
12fat pitches
200on watchlist
6/22cleared gate today
101%universe scanned
4.7%risk-free
Today's wonderful businesses · 2 deep-dived of 22 scanned
Hartford (The) · insurance
good · 78
narrow moat
Value$128.88
Price$136.10
MoS
-5.3%
Sticky small-commercial franchise plus relentless buybacks; a compounding insurer through cycles.
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 | $77.73 | $109.18 | +40.5% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,358.51 | $8,715.45 | +37.1% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $61.55 | $83.53 | +35.7% | BUY |
| LULU | apparel | wonderful · 95 | no moat | $121.07 | $163.56 | +35.1% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $91.68 | $123.75 | +35.0% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $61.87 | $82.52 | +33.4% | BUY |
| ACGL | insurance | wonderful · 81 | narrow moat | $99.39 | $132.18 | +33.0% | BUY |
| ACN | software | wonderful · 89 | wide moat | $185.28 | $238.59 | +28.8% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $129.60 | $166.44 | +28.4% | BUY |
| GDDY | technology | wonderful · 82 | narrow moat | $97.07 | $123.84 | +27.6% | BUY |
| UHS | healthcare | good · 69 | no moat | $177.26 | $218.86 | +23.5% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $89.57 | $109.55 | +22.3% | BUY |
| VLO | energy | good · 73 | narrow moat | $348.86 | $407.15 | +16.7% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $275.30 | $315.78 | +14.7% | HOLD |
| INCY | pharma | good · 77 | no moat | $127.81 | $137.73 | +7.8% | HOLD |
| PTC | software | good · 72 | narrow moat | $154.68 | $166.02 | +7.3% | HOLD |
| RMD | healthcare | wonderful · 92 | wide moat | $231.52 | $243.52 | +5.2% | HOLD |
| AVY | materials | good · 73 | narrow moat | $183.71 | $191.85 | +4.4% | HOLD |
| BR | industrial | good · 75 | wide moat | $182.18 | $190.08 | +4.3% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $78.80 | $82.20 | +4.3% | HOLD |