Wonderful businesses at a margin of safety
2026-09-22
18fat pitches
200on watchlist
8/22cleared gate today
102%universe scanned
5.0%risk-free
No new wonderful business surfaced in today's batch of
22 — most of the market never clears the quality bar, and that's the point.
The work is on the watchlist.
Watchlist · 200 wonderful businesses · 18 at a margin of safety
The quality gate has scanned 511 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 |
|---|---|---|---|---|---|---|---|
| CF | materials | wonderful · 85 | narrow moat | $123.27 | $188.21 | +52.7% | STRONG BUY |
| ZTS | pharma | wonderful · 90 | no moat | $71.33 | $108.02 | +51.4% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $59.38 | $86.92 | +46.4% | HOLD |
| IT | software | wonderful · 94 | wide moat | $183.32 | $267.09 | +45.7% | STRONG BUY |
| PYPL | payments | wonderful · 85 | no moat | $52.62 | $72.59 | +37.9% | HOLD |
| LULU | apparel | wonderful · 95 | narrow moat | $101.30 | $138.70 | +36.9% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $95.78 | $129.84 | +35.6% | BUY |
| DECK | apparel | wonderful · 97 | no moat | $80.23 | $107.95 | +34.5% | HOLD |
| ACN | software | wonderful · 89 | narrow moat | $186.11 | $242.23 | +30.2% | HOLD |
| APA | energy | good · 76 | narrow moat | $43.81 | $56.70 | +29.4% | BUY |
| PTC | software | good · 72 | no moat | $135.28 | $175.01 | +29.4% | HOLD |
| INTU | software | good · 79 | wide moat | $304.12 | $387.82 | +27.5% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $104.77 | $132.44 | +26.4% | HOLD |
| INCY | pharma | good · 77 | no moat | $124.65 | $156.30 | +25.4% | HOLD |
| UHS | healthcare | good · 69 | no moat | $174.74 | $218.86 | +25.3% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,188.95 | $7,666.75 | +23.9% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $88.84 | $109.55 | +23.3% | BUY |
| ADBE | software | wonderful · 96 | no moat | $249.52 | $300.84 | +20.6% | HOLD |
| VLO | energy | good · 73 | no moat | $393.27 | $465.45 | +18.4% | HOLD |
| UBER | industrial | good · 68 | narrow moat | $70.84 | $82.20 | +16.0% | HOLD |