Intuit · software
wonderful · 84
wide moat
Value$388.00
Price$275.79
MoS
+40.7%
Small-business ledger lock-in priced for 1% growth; AI fear overstates the risk to a sticky franchise.
Wonderful businesses at a margin of safety
2026-09-28
20fat pitches
200on watchlist
8/22cleared gate today
102%universe scanned
5.2%risk-free
Today's wonderful businesses · 3 deep-dived of 22 scanned
Deckers Brands · apparel
wonderful · 97
narrow moat
Value$105.10
Price$78.67
MoS
+33.6%
Asset-light, net-cash brand owner priced for decline; even modest HOKA growth beats the market's -4% assumption.
Union Pacific Corporation · industrial
wonderful · 81
wide moat
Value$204.86
Price$273.79
MoS
-25.2%
Irreplaceable western rail franchise, but the price already assumes 11% growth that a flat-volume railroad cannot deliver.
Watchlist · 200 wonderful businesses · 20 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 | $114.67 | $188.21 | +64.1% | STRONG BUY |
| ZTS | pharma | wonderful · 90 | no moat | $71.05 | $108.02 | +52.0% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $57.33 | $86.92 | +51.6% | HOLD |
| IT | software | wonderful · 94 | wide moat | $187.90 | $267.09 | +42.1% | STRONG BUY |
| INTU | software | wonderful · 84 | wide moat | $275.79 | $388.00 | +40.7% | HOLD |
| ACN | software | wonderful · 89 | narrow moat | $176.11 | $242.23 | +37.5% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $94.66 | $129.84 | +37.2% | BUY |
| LULU | apparel | wonderful · 95 | narrow moat | $101.30 | $138.70 | +36.9% | HOLD |
| GDDY | technology | wonderful · 82 | no moat | $97.14 | $132.44 | +36.3% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $78.67 | $105.10 | +33.6% | HOLD |
| APA | energy | good · 76 | narrow moat | $42.74 | $56.70 | +32.7% | BUY |
| PYPL | payments | wonderful · 85 | no moat | $55.04 | $72.59 | +31.9% | HOLD |
| ADBE | software | wonderful · 96 | no moat | $235.47 | $300.84 | +27.8% | HOLD |
| PTC | software | good · 72 | no moat | $138.12 | $175.01 | +26.7% | HOLD |
| INCY | pharma | good · 77 | no moat | $123.89 | $156.30 | +26.2% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $89.50 | $109.55 | +22.4% | BUY |
| UHS | healthcare | good · 69 | no moat | $178.86 | $218.86 | +22.4% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,297.60 | $7,666.75 | +21.7% | HOLD |
| UBER | industrial | good · 69 | narrow moat | $69.62 | $84.06 | +20.7% | BUY |
| VLO | energy | good · 73 | no moat | $387.18 | $465.45 | +20.2% | HOLD |