Deckers Brands · apparel
wonderful · 97
no moat
Value$107.95
Price$80.54
MoS
+34.0%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-09-15
16fat pitches
200on watchlist
9/22cleared gate today
101%universe scanned
5.0%risk-free
Today's wonderful businesses · 4 deep-dived of 22 scanned
GE HealthCare · healthcare
good · 74
narrow moat
Value$66.63
Price$64.25
MoS
+3.7%
Sticky installed-base razor/blade franchise; modestly beats the 5% the price already pays for.
Public Storage · reit
good · 78
no moat
Value$276.52
Price$295.40
MoS
-6.4%
Model unavailable; showing baseline owner-earnings value.
Rockwell Automation · industrial
wonderful · 80
narrow moat
Value$160.59
Price$418.85
MoS
-61.7%
Sticky factory-automation franchise with real switching costs, but the price already assumes a boom decade it can't deliver.
Watchlist · 200 wonderful businesses · 16 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 | $100.30 | $169.80 | +69.3% | HOLD |
| ZTS | pharma | wonderful · 90 | no moat | $73.67 | $108.02 | +46.6% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $131.24 | $188.21 | +43.4% | STRONG BUY |
| PYPL | payments | wonderful · 85 | no moat | $54.03 | $76.32 | +41.3% | HOLD |
| IT | software | wonderful · 94 | wide moat | $197.07 | $267.09 | +35.5% | BUY |
| DECK | apparel | wonderful · 97 | no moat | $80.54 | $107.95 | +34.0% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $97.95 | $129.84 | +32.6% | BUY |
| CTSH | software | wonderful · 81 | narrow moat | $64.10 | $82.52 | +28.7% | BUY |
| PTC | software | good · 72 | no moat | $136.65 | $175.01 | +28.1% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $104.47 | $132.44 | +26.8% | HOLD |
| UHS | healthcare | good · 69 | no moat | $173.25 | $218.86 | +26.3% | HOLD |
| APA | energy | good · 76 | narrow moat | $45.03 | $56.70 | +25.9% | BUY |
| ACN | software | wonderful · 89 | narrow moat | $195.00 | $242.23 | +24.2% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $89.82 | $109.55 | +22.0% | BUY |
| NVR | retail | wonderful · 88 | wide moat | $6,299.56 | $7,666.75 | +21.7% | HOLD |
| VLO | energy | good · 73 | no moat | $382.95 | $465.45 | +21.5% | HOLD |
| MPC | energy | good · 75 | no moat | $396.45 | $459.10 | +15.8% | HOLD |
| INTU | software | good · 79 | wide moat | $339.15 | $387.82 | +14.4% | HOLD |
| AOS | industrial | wonderful · 88 | wide moat | $57.38 | $65.45 | +14.1% | HOLD |
| ADBE | software | wonderful · 96 | no moat | $265.60 | $300.84 | +13.3% | HOLD |