Adobe Inc. · software
wonderful · 96
no moat
Value$300.84
Price$248.83
MoS
+20.9%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-09-11
18fat pitches
200on watchlist
6/22cleared gate today
101%universe scanned
4.9%risk-free
Today's wonderful businesses · 4 deep-dived of 22 scanned
Pentair · industrial
good · 75
no moat
Value$59.06
Price$56.73
MoS
+4.1%
Model unavailable; showing baseline owner-earnings value.
TJX Companies · apparel
wonderful · 89
no moat
Value$118.53
Price$126.42
MoS
-6.2%
Model unavailable; showing baseline owner-earnings value.
Darden Restaurants · restaurant
wonderful · 80
narrow moat
Value$184.71
Price$207.53
MoS
-11.0%
America's casual-dining scale leader compounds steadily — but beating the 7% already priced in is a stretch.
Watchlist · 200 wonderful businesses · 18 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 |
|---|---|---|---|---|---|---|---|
| LULU | apparel | wonderful · 95 | no moat | $96.88 | $169.80 | +75.3% | HOLD |
| IT | software | wonderful · 94 | wide moat | $170.62 | $267.09 | +56.5% | STRONG BUY |
| ZTS | pharma | wonderful · 90 | no moat | $72.86 | $108.02 | +48.3% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $53.31 | $76.32 | +43.2% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $79.88 | $113.73 | +42.4% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $58.32 | $82.52 | +41.5% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $96.37 | $132.44 | +37.4% | HOLD |
| ACN | software | wonderful · 89 | narrow moat | $177.91 | $242.23 | +36.2% | HOLD |
| PTC | software | good · 72 | no moat | $128.72 | $175.01 | +36.0% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $96.20 | $129.84 | +35.0% | BUY |
| APA | energy | good · 76 | narrow moat | $44.53 | $56.70 | +27.3% | BUY |
| UHS | healthcare | good · 69 | no moat | $172.72 | $218.86 | +26.7% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,088.28 | $7,666.75 | +25.9% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $87.65 | $109.55 | +25.0% | BUY |
| INTU | software | good · 79 | wide moat | $312.77 | $387.82 | +24.0% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $135.11 | $166.44 | +23.2% | BUY |
| ADBE | software | wonderful · 96 | no moat | $248.83 | $300.84 | +20.9% | HOLD |
| VLO | energy | good · 73 | no moat | $385.43 | $465.45 | +20.8% | HOLD |
| MPC | energy | good · 75 | no moat | $392.42 | $459.10 | +17.0% | HOLD |
| AOS | industrial | wonderful · 88 | wide moat | $56.71 | $65.45 | +15.4% | HOLD |