Zoetis · pharma
wonderful · 90
no moat
Value$108.02
Price$76.29
MoS
+41.6%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-09-04
13fat pitches
200on watchlist
8/22cleared gate today
101%universe scanned
4.8%risk-free
Today's wonderful businesses · 4 deep-dived of 22 scanned
Valero Energy · energy
good · 73
no moat
Value$465.45
Price$370.69
MoS
+25.6%
Model unavailable; showing baseline owner-earnings value.
Cencora · healthcare
wonderful · 85
no moat
Value$332.68
Price$337.22
MoS
-1.3%
Model unavailable; showing baseline owner-earnings value.
Old Dominion · industrial
wonderful · 88
no moat
Value$66.56
Price$185.75
MoS
-64.2%
Model unavailable; showing baseline owner-earnings value.
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 | $56.82 | $83.53 | +47.0% | HOLD |
| ZTS | pharma | wonderful · 90 | no moat | $76.29 | $108.02 | +41.6% | HOLD |
| LULU | apparel | wonderful · 95 | no moat | $121.77 | $169.80 | +39.4% | HOLD |
| NVR | retail | wonderful · 88 | narrow moat | $6,373.95 | $8,715.45 | +36.7% | HOLD |
| IT | software | wonderful · 94 | wide moat | $195.46 | $267.09 | +36.6% | BUY |
| DECK | apparel | wonderful · 97 | narrow moat | $84.50 | $113.73 | +34.6% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $99.83 | $132.18 | +32.4% | BUY |
| UHS | healthcare | good · 69 | no moat | $169.21 | $218.86 | +29.3% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $103.63 | $132.44 | +27.8% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $64.64 | $82.52 | +27.7% | BUY |
| VLO | energy | good · 73 | no moat | $370.69 | $465.45 | +25.6% | BUY |
| ACN | software | wonderful · 89 | wide moat | $193.12 | $238.59 | +23.5% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $137.81 | $166.44 | +20.8% | BUY |
| SOLV | healthcare | good · 73 | narrow moat | $92.44 | $109.55 | +18.5% | HOLD |
| MPC | energy | good · 75 | no moat | $387.71 | $459.10 | +18.4% | HOLD |
| PTC | software | good · 72 | no moat | $150.08 | $175.01 | +16.6% | HOLD |
| INTU | software | good · 79 | wide moat | $344.30 | $387.82 | +12.6% | HOLD |
| AVY | materials | good · 73 | narrow moat | $173.03 | $191.85 | +10.9% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $285.75 | $315.78 | +10.5% | HOLD |
| PNR | industrial | good · 75 | $60.02 | $66.25 | +10.4% | HOLD |