Incyte · pharma
good · 77
no moat
Value$156.30
Price$124.75
MoS
+25.3%
Model unavailable; showing baseline owner-earnings value.
Wonderful businesses at a margin of safety
2026-09-17
18fat pitches
200on watchlist
10/22cleared gate today
101%universe scanned
5.0%risk-free
Today's wonderful businesses · 4 deep-dived of 22 scanned
Chubb Limited · insurance
good · 76
no moat
Value$352.75
Price$341.53
MoS
+3.3%
Model unavailable; showing baseline owner-earnings value.
Brown–Forman · beverage
good · 79
no moat
Value$23.92
Price$25.74
MoS
-7.1%
Model unavailable; showing baseline owner-earnings value.
General Dynamics · aerospace
good · 73
no moat
Value$329.51
Price$360.00
MoS
-8.5%
Model unavailable; showing baseline owner-earnings value.
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 |
|---|---|---|---|---|---|---|---|
| ZTS | pharma | wonderful · 90 | no moat | $73.00 | $108.02 | +48.0% | HOLD |
| PYPL | payments | wonderful · 85 | no moat | $52.71 | $76.32 | +44.8% | HOLD |
| LULU | apparel | wonderful · 95 | narrow moat | $95.98 | $138.70 | +44.5% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $131.99 | $188.21 | +42.6% | STRONG BUY |
| IT | software | wonderful · 94 | wide moat | $191.57 | $267.09 | +39.4% | BUY |
| DECK | apparel | wonderful · 97 | no moat | $77.96 | $107.95 | +38.5% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $96.97 | $129.84 | +33.9% | BUY |
| GDDY | technology | wonderful · 82 | no moat | $99.09 | $132.44 | +33.7% | HOLD |
| PTC | software | good · 72 | no moat | $131.16 | $175.01 | +33.4% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $61.85 | $82.52 | +33.4% | BUY |
| ACN | software | wonderful · 89 | narrow moat | $189.64 | $242.23 | +27.7% | HOLD |
| APA | energy | good · 76 | narrow moat | $44.79 | $56.70 | +26.6% | BUY |
| INCY | pharma | good · 77 | no moat | $124.75 | $156.30 | +25.3% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,186.43 | $7,666.75 | +23.9% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $88.83 | $109.55 | +23.3% | BUY |
| INTU | software | good · 79 | wide moat | $318.13 | $387.82 | +21.9% | HOLD |
| UHS | healthcare | good · 69 | no moat | $181.21 | $218.86 | +20.8% | HOLD |
| ADBE | software | wonderful · 96 | no moat | $250.50 | $300.84 | +20.1% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $70.97 | $82.20 | +15.8% | HOLD |
| VLO | energy | good · 73 | no moat | $403.28 | $465.45 | +15.4% | HOLD |