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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@joinyellowbrick @CompoundingLab @Alex_Intel_ @Jave_t23 @OptimusDelta @cupofcoffeecap @DutchInvestors @AltCapx Thanks for the shoutout! Appreciate it!
New writeup on Fiserv (NASDAQ: FISV) $FISV, by @PossibleValue possiblevalue.substack.com/p/fiserv-nasda…
John has been writing about this business for quite some time and has absolutely drilled it.
Wrote some thoughts on $NRP and its capital return plans, the benefit of variable dividends vs buybacks (how you can create your own buyback here), and a few thoughts on their soda ash investment
My Q2 FY2026 Update on Adobe and Why I Bought Shares in the Business $ADBE open.substack.com/pub/possibleva…
2/2 Its product suite retains its position as the industry standard, AI segment is exploding, ROIC remains high, guidance was raised, it trades at a single digit RFCF multiple, and the buyback machine is gobbling up shares.
1/2 Finally bought some $ADBE. Writeup on it will be out in the next week or so, but the TLDR is the business seems to be chugging right along IMO for the reasons listed below...
Every now and then you come across a flawless tweet. This is one of them.
Timeline is full of these people lately.
Don't forget that GE was one of the most valuable businesses on Earth at ~$500 billion at the turn of the century and ~$400 billion when Neutron Jack turned the keys over to Jeff Immelt in Sept. 2001. CAGRs from these base rates are in the neighborhood of 0.6% - 1.58% per year.
The break up of GE has created an impressive amount of shareholder value: ▫️In 2023, GE was worth $120B before splitting off into three. Those firms — GE Healthcare ($34B), GE Vernova ($212B) and GE Aerospace ($340B) — now a combined $586B (~5x). ▫️Combined $14B profit for GE
@AKWilk As others have mentioned it may not have been a large enough business to move the needle. I'd add that it usually trades at high multiples.
2/2 The winners of today that seem like they can't lose eventually strike out and miss what in hindsight seems like their biggest and most obvious growth opportunity.
1/2 The same could be said for Wal-Mart, Blockbuster for streaming content if both the deal with Enron had worked out and it acquired Netflix, McDonald's for fast food if it kept Chipotle, etc. This is one thing people forget...
its wild how sears was poised at the turn of the millenium to become the number one online retailer in the world, bigger than amazon. they had the infrastructure. they had the logistics. they had the advertising. and then they just...didnt do that
@signulll Of the five best, largest businesses on the planet, Google owns two. No competitors have this distinction.
Everybody wants a concentrated portfolio until their portfolio is cut in half while the market is near ATHs.
@F_Compounders One of the great businesses of our time, but too expensive.
@JonCukierwar Similar thing happened with @BOTB_Dreamcars a couple of years ago. The buyout was an incredible deal for the acquirer.
@JohnHuber72 @natstewart5 $NATH has been on my radar for so long. I should've written it up when I had the chance 🤣.
Worth reading.
@FundasyInvestor Here are the links to my three-part writeup on the business. They're paywalled just FYI. Part 1: open.substack.com/pub/possibleva… Part 2: open.substack.com/pub/possibleva… Part 3: open.substack.com/pub/possibleva…
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