PPG Industries · materials
good · 70
narrow moat
Value$108.26
Price$112.17
MoS
-3.5%
Durable narrow-moat coatings compounder; today's price already pays for the growth I can underwrite.
Wonderful businesses at a margin of safety
2026-09-01
14fat pitches
200on watchlist
7/22cleared gate today
101%universe scanned
4.8%risk-free
Today's wonderful businesses · 3 deep-dived of 22 scanned
Kimberly-Clark · consumer_staples
wonderful · 82
no moat
Value$99.55
Price$107.95
MoS
-7.8%
Model unavailable; showing baseline owner-earnings value.
3M · industrial
good · 70
no moat
Value$92.45
Price$171.83
MoS
-46.2%
Model unavailable; showing baseline owner-earnings value.
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 | $52.67 | $83.53 | +58.6% | HOLD |
| DECK | apparel | wonderful · 97 | no moat | $87.08 | $123.75 | +42.1% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $77.10 | $109.18 | +41.6% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,315.23 | $8,715.45 | +38.0% | HOLD |
| LULU | apparel | wonderful · 95 | no moat | $120.26 | $163.56 | +36.0% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $97.88 | $132.44 | +35.3% | HOLD |
| IT | software | wonderful · 94 | wide moat | $198.11 | $267.09 | +34.8% | BUY |
| ACGL | insurance | wonderful · 81 | narrow moat | $98.07 | $132.18 | +34.8% | BUY |
| UHS | healthcare | good · 69 | no moat | $170.33 | $218.86 | +28.5% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $130.03 | $166.44 | +28.0% | BUY |
| CTSH | software | wonderful · 81 | narrow moat | $64.58 | $82.52 | +27.8% | BUY |
| ACN | software | wonderful · 89 | wide moat | $189.76 | $238.59 | +25.7% | HOLD |
| MPC | energy | good · 75 | no moat | $373.32 | $459.10 | +23.0% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $91.06 | $109.55 | +20.3% | BUY |
| VLO | energy | good · 73 | narrow moat | $358.92 | $407.15 | +13.4% | HOLD |
| INCY | pharma | good · 77 | no moat | $123.22 | $137.73 | +11.8% | HOLD |
| AOS | industrial | wonderful · 88 | wide moat | $59.13 | $65.45 | +10.7% | HOLD |
| AVY | materials | good · 73 | narrow moat | $174.11 | $191.85 | +10.2% | HOLD |
| PNR | industrial | good · 75 | $60.46 | $66.25 | +9.6% | HOLD | |
| UBER | industrial | good · 68 | narrow moat | $75.65 | $82.20 | +8.7% | HOLD |