Deckers Brands · apparel
wonderful · 97
narrow moat
Value$110.65
Price$82.56
MoS
+34.0%
Two powerful brands, net cash, and buybacks, priced for shrinkage; fashion risk caps the moat at narrow.
Wonderful businesses at a margin of safety
2026-10-09
15fat pitches
201on watchlist
9/22cleared gate today
102%universe scanned
5.2%risk-free
Today's wonderful businesses · 2 deep-dived of 22 scanned
Darden Restaurants · restaurant
wonderful · 80
narrow moat
Value$196.43
Price$200.52
MoS
-2.0%
Best operator in a mature, competitive category; the price already reflects plausible ~6% growth.
Watchlist · 201 wonderful businesses · 15 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 | $113.58 | $188.21 | +65.7% | STRONG BUY |
| LULU | apparel | wonderful · 95 | narrow moat | $92.68 | $141.64 | +52.8% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $60.01 | $86.92 | +44.8% | STRONG BUY |
| INCY | pharma | good · 77 | no moat | $112.75 | $156.30 | +38.6% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $73.08 | $101.30 | +38.6% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $82.56 | $110.65 | +34.0% | HOLD |
| PYPL | payments | wonderful · 85 | narrow moat | $55.02 | $73.33 | +33.3% | BUY |
| SOLV | healthcare | good · 73 | narrow moat | $86.41 | $114.71 | +32.8% | BUY |
| ACGL | insurance | wonderful · 81 | narrow moat | $96.08 | $123.58 | +28.6% | BUY |
| GDDY | technology | wonderful · 82 | no moat | $103.19 | $132.44 | +28.3% | HOLD |
| NVR | retail | wonderful · 88 | wide moat | $6,002.55 | $7,666.75 | +27.7% | HOLD |
| INTU | software | wonderful · 84 | wide moat | $303.88 | $388.00 | +27.7% | HOLD |
| ADBE | software | wonderful · 96 | no moat | $241.05 | $300.84 | +24.8% | HOLD |
| APA | energy | good · 76 | narrow moat | $45.47 | $56.70 | +24.7% | BUY |
| UHS | healthcare | good · 69 | narrow moat | $175.72 | $217.10 | +23.5% | HOLD |
| UBER | industrial | good · 69 | narrow moat | $70.24 | $84.06 | +19.7% | HOLD |
| IT | software | wonderful · 94 | narrow moat | $195.41 | $231.17 | +18.3% | HOLD |
| SNA | industrial | wonderful · 90 | wide moat | $358.88 | $418.41 | +16.6% | HOLD |
| ACN | software | wonderful · 89 | narrow moat | $208.36 | $242.23 | +16.3% | HOLD |
| AOS | industrial | wonderful · 88 | wide moat | $56.56 | $65.45 | +15.7% | HOLD |