Deckers Brands · apparel
wonderful · 97
narrow moat
Value$114.87
Price$85.49
MoS
+34.4%
Two strong brands with no debt priced for decline; fashion risk is real but already overpriced in.
Wonderful businesses at a margin of safety
2026-10-22
12fat pitches
201on watchlist
8/22cleared gate today
102%universe scanned
5.1%risk-free
Today's wonderful businesses · 2 deep-dived of 22 scanned
Corpay · payments
good · 72
narrow moat
Value$430.20
Price$407.56
MoS
+5.6%
High-margin B2B payments toll collector, but EV, regulation, and leverage cap it near what's priced in.
Watchlist · 201 wonderful businesses · 12 at a margin of safety
The quality gate has scanned 514 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 | $116.30 | $168.81 | +45.2% | STRONG BUY |
| PYPL | payments | wonderful · 85 | narrow moat | $57.20 | $79.20 | +38.5% | BUY |
| LULU | apparel | wonderful · 95 | narrow moat | $96.53 | $132.62 | +37.4% | HOLD |
| GDDY | technology | wonderful · 82 | narrow moat | $108.22 | $146.96 | +35.8% | BUY |
| DECK | apparel | wonderful · 97 | narrow moat | $85.49 | $114.87 | +34.4% | HOLD |
| SOLV | healthcare | good · 73 | narrow moat | $86.67 | $114.71 | +32.4% | BUY |
| NVR | retail | wonderful · 88 | narrow moat | $5,900.00 | $7,764.83 | +31.6% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $79.62 | $101.30 | +27.2% | HOLD |
| CTSH | software | wonderful · 81 | narrow moat | $69.55 | $86.92 | +25.0% | BUY |
| UBER | industrial | good · 69 | narrow moat | $67.62 | $84.06 | +24.3% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $100.28 | $123.58 | +23.2% | BUY |
| APA | energy | good · 76 | no moat | $49.63 | $60.89 | +22.7% | HOLD |
| AVY | materials | good · 73 | narrow moat | $179.04 | $213.01 | +19.0% | HOLD |
| UHS | healthcare | good · 69 | narrow moat | $182.87 | $217.10 | +18.7% | HOLD |
| BR | industrial | good · 78 | wide moat | $178.30 | $207.93 | +16.6% | HOLD |
| INCY | pharma | good · 77 | narrow moat | $113.44 | $131.87 | +16.2% | HOLD |
| VLO | energy | good · 73 | narrow moat | $436.75 | $506.97 | +16.1% | HOLD |
| INTU | software | wonderful · 84 | wide moat | $335.61 | $388.00 | +15.6% | HOLD |
| CPRT | industrial | wonderful · 86 | wide moat | $27.59 | $31.42 | +13.9% | HOLD |
| SNA | industrial | wonderful · 90 | wide moat | $368.91 | $418.41 | +13.4% | HOLD |