VITL
screen pass · no fair value yet — WATCHVital Farms, Inc.·Consumer Defensive
Screens well, but the council hasn't valued it yet.
69/100B
Price at last run$12.47as of Jul 8, 2026
defensive compounderHigh returns on capitalROIC ~23% — it earns well on the money it puts to work.
GrowingRevenue growing ~25%.
Clean balance sheetLow leverage (debt/equity 0.00).
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- Paying up here — we'd want a better entry price.
- Growth slowing while the multiple stays rich.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.