Possible Value Research @PossibleValue
Looking for businesses with high returns on capital in hopes of finding compounders. I'm starting with the A's and going through the Z's. Not investing advice. possiblevalue.substack.com Joined March 2022-
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Update on my portfolio: I have moved my money out of $PLBC and into $CROX and $CBNA. Quick writeup about it below. open.substack.com/pub/possibleva…
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New writeup on Adobe (NASDAQ: ADBE) $ADBE, by @PossibleValue open.substack.com/pub/possibleva…
Does anyone know of a more direct way to contact @IBKR's customer service? I've been hold with them for almost an hour today. I DM'd them too and haven't heard back😂.
What a business. I bet ROIC and ROIIC since inception have been outstanding.
What a business. I bet ROIC and ROIIC since inception have been outstanding.
Crocs (NASDAQ: CROX) $CROX August 2025 Update, by @PossibleValue open.substack.com/pub/possibleva…
Chain Bridge Bancorp Inc (NYSE: CBNA) Part 2, by @PossibleValue $CBNA open.substack.com/pub/possibleva…
New writeup on Chain Bridge Bancorp Inc (NYSE: CBNA) Part 1 open.substack.com/pub/possibleva…
Another banger
Possible Value Research retweeted
Tis the season where everyone pivots to being experts on the Strait of Hormuz.
Possible Value Research retweeted
How it feels to meet Fintwit peeps in real life
Possible Value Research retweeted
Here is a 16 hour Timelapse of an embryo building a central nervous system so 25 years from now it can drill natural gas wells for sub 10% IRR
New writeup on Crocs (NASDAQ: CROX) $CROX, by @PossibleValue open.substack.com/pub/possibleva…
FY2024 Update on Valvoline (NYSE: VVV) $VVV, by @PossibleValue open.substack.com/pub/possibleva…
This is what real pricing power looks like.
This is what real pricing power looks like.
New writeup on Vente-Unique (EPA: ALVU) $ALVU, by @PossibleValue open.substack.com/pub/possibleva…
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