GoDaddy · technology
wonderful · 82
no moat
Value$132.44
Price$97.70
MoS
+35.6%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-08-31
14fat pitches
200on watchlist
6/22cleared gate today
101%universe scanned
4.7%risk-free
Today's wonderful businesses · 1 deep-dived of 22 scanned
Watchlist · 200 wonderful businesses · 14 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 |
|---|---|---|---|---|---|---|---|
| PYPL | payments | wonderful · 85 | no moat | $53.66 | $83.53 | +55.7% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $77.34 | $109.18 | +41.2% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $87.76 | $123.75 | +41.0% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,396.27 | $8,715.45 | +36.3% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $97.70 | $132.44 | +35.6% | BUY |
| LULU | apparel | wonderful · 95 | no moat | $120.81 | $163.56 | +35.4% | HOLD |
| IT | software | wonderful · 94 | wide moat | $198.39 | $267.09 | +34.6% | BUY |
| ACGL | insurance | wonderful · 81 | narrow moat | $98.84 | $132.18 | +33.7% | BUY |
| CF | materials | wonderful · 85 | narrow moat | $125.79 | $166.44 | +32.3% | BUY |
| CTSH | software | wonderful · 81 | narrow moat | $64.04 | $82.52 | +28.9% | BUY |
| UHS | healthcare | good · 69 | no moat | $171.66 | $218.86 | +27.5% | HOLD |
| ACN | software | wonderful · 89 | wide moat | $189.61 | $238.59 | +25.8% | HOLD |
| MPC | energy | good · 75 | no moat | $368.83 | $459.10 | +24.5% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $91.12 | $109.55 | +20.2% | BUY |
| VLO | energy | good · 73 | narrow moat | $352.36 | $407.15 | +15.5% | HOLD |
| INCY | pharma | good · 77 | no moat | $124.37 | $137.73 | +10.7% | HOLD |
| AOS | industrial | wonderful · 88 | wide moat | $60.38 | $65.45 | +8.4% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $291.52 | $315.78 | +8.3% | HOLD |
| INTU | software | good · 79 | wide moat | $358.06 | $387.82 | +8.3% | HOLD |
| AVY | materials | good · 73 | narrow moat | $177.75 | $191.85 | +7.9% | HOLD |