Deckers Brands · apparel
wonderful · 97
narrow moat
Value$113.73
Price$84.58
MoS
+34.5%
Fortress-balance-sheet footwear compounder priced for decline while HOKA still runs.
Wonderful businesses at a margin of safety
2026-09-02
13fat pitches
200on watchlist
7/22cleared gate today
101%universe scanned
4.8%risk-free
Today's wonderful businesses · 3 deep-dived of 22 scanned
Jack Henry & Associates · payments
wonderful · 89
wide moat
Value$165.00
Price$168.10
MoS
-1.8%
Sticky tollbooth on community-bank infrastructure; solid ~7-8% compounder, but today's price already pays for it.
Nordson Corporation · industrial
good · 73
wide moat
Value$219.18
Price$314.40
MoS
-30.3%
Wonderful razor-blade industrial compounder — but the price already pays for growth it cannot deliver.
Watchlist · 200 wonderful businesses · 13 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 | $52.40 | $83.53 | +59.4% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $77.25 | $109.18 | +41.3% | HOLD |
| IT | software | wonderful · 94 | wide moat | $189.93 | $267.09 | +40.6% | STRONG BUY |
| NVR | retail | wonderful · 88 | narrow moat | $6,275.82 | $8,715.45 | +38.9% | HOLD |
| LULU | apparel | wonderful · 95 | no moat | $118.00 | $163.56 | +38.6% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $84.58 | $113.73 | +34.5% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $98.61 | $132.18 | +34.0% | BUY |
| GDDY | technology | wonderful · 82 | no moat | $100.55 | $132.44 | +31.7% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $63.39 | $82.52 | +30.2% | BUY |
| UHS | healthcare | good · 69 | no moat | $170.75 | $218.86 | +28.2% | HOLD |
| ACN | software | wonderful · 89 | wide moat | $188.09 | $238.59 | +26.8% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $135.60 | $166.44 | +22.7% | BUY |
| SOLV | healthcare | good · 73 | narrow moat | $90.95 | $109.55 | +20.5% | BUY |
| MPC | energy | good · 75 | no moat | $383.00 | $459.10 | +19.9% | HOLD |
| VLO | energy | good · 73 | narrow moat | $361.99 | $407.15 | +12.5% | HOLD |
| INTU | software | good · 79 | wide moat | $344.93 | $387.82 | +12.4% | HOLD |
| AOS | industrial | wonderful · 88 | wide moat | $58.49 | $65.45 | +11.9% | HOLD |
| AVY | materials | good · 73 | narrow moat | $173.07 | $191.85 | +10.9% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $286.08 | $315.78 | +10.4% | HOLD |
| INCY | pharma | good · 77 | no moat | $125.01 | $137.73 | +10.2% | HOLD |