Cencora · healthcare
wonderful · 85
wide moat
Value$342.46
Price$331.00
MoS
+3.5%
Toll booth on U.S. drug flow; durable oligopoly, but the price already assumes most of the growth.
Wonderful businesses at a margin of safety
2026-10-26
12fat pitches
201on watchlist
11/22cleared gate today
102%universe scanned
5.0%risk-free
Today's wonderful businesses · 2 deep-dived of 22 scanned
Brown–Forman · beverage
good · 80
wide moat
Value$28.32
Price$29.41
MoS
-3.7%
A wonderful whiskey brand in a shrinking category; the price already assumes more growth than demand will deliver.
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 |
|---|---|---|---|---|---|---|---|
| LULU | apparel | wonderful · 95 | narrow moat | $99.01 | $146.73 | +48.2% | HOLD |
| DECK | apparel | wonderful · 97 | narrow moat | $81.09 | $114.87 | +41.7% | HOLD |
| CF | materials | wonderful · 85 | narrow moat | $120.68 | $168.81 | +39.9% | BUY |
| PYPL | payments | wonderful · 85 | narrow moat | $57.02 | $79.20 | +38.9% | BUY |
| SOLV | healthcare | good · 73 | narrow moat | $85.41 | $114.71 | +34.3% | BUY |
| CTSH | software | wonderful · 81 | narrow moat | $70.54 | $92.59 | +31.3% | BUY |
| GDDY | technology | wonderful · 82 | narrow moat | $112.79 | $146.96 | +30.3% | BUY |
| NVR | retail | wonderful · 88 | narrow moat | $5,983.68 | $7,764.83 | +29.8% | HOLD |
| UBER | industrial | good · 69 | narrow moat | $66.70 | $84.06 | +26.0% | HOLD |
| ZTS | pharma | wonderful · 90 | wide moat | $81.03 | $101.30 | +25.0% | HOLD |
| ACGL | insurance | wonderful · 81 | narrow moat | $101.69 | $123.58 | +21.5% | BUY |
| VLO | energy | good · 73 | narrow moat | $419.28 | $506.97 | +20.9% | BUY |
| APA | energy | good · 76 | no moat | $51.90 | $60.89 | +17.3% | HOLD |
| SNA | industrial | wonderful · 90 | wide moat | $357.02 | $418.41 | +17.2% | HOLD |
| AVY | materials | good · 73 | narrow moat | $181.83 | $213.01 | +17.2% | HOLD |
| UHS | healthcare | good · 69 | narrow moat | $186.89 | $217.10 | +16.2% | HOLD |
| INCY | pharma | good · 77 | narrow moat | $115.71 | $131.87 | +14.0% | HOLD |
| BR | industrial | good · 78 | wide moat | $183.28 | $207.93 | +13.4% | HOLD |
| INTU | software | wonderful · 84 | wide moat | $343.39 | $388.00 | +13.0% | HOLD |
| ADBE | software | wonderful · 96 | wide moat | $263.82 | $288.04 | +9.2% | HOLD |