Possible Value Research

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.

[Possible Value Research @PossibleValue]

My Q2 FY2026 Update on Adobe and Why I Bought Shares in the Business $ADBE https://t.co/LivYYBoKYE

[Possible Value Research @PossibleValue]

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.

[Possible Value Research @PossibleValue]

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...

[Possible Value Research @PossibleValue]

Every now and then you come across a flawless tweet. This is one of them.

[Bruno Maçães @MacaesBruno]

Best summary of America I have seen

[Possible Value Research @PossibleValue]

Timeline is full of these people lately.

[Possible Value Research @PossibleValue]

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.

[Trung Phan @TrungTPhan]

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 Vernova (huge AI data centre demand for gas turbines) and GE Aerospace (sticky plane parts business) in 2025 was more than GE’s total profit the decade before splitting off.

▫️In 2019, GE sold majority stake in O&G services business Baker Hughes and it’s market cap is since up 3x to $60B.

▫️Same year, GE sold GE Transportation for $11B merged with Wabtec Corp, which is now worth $42B.

▫️In 2018, GE sold an on-site generator busienss to PE for $3B and up 5x to $15B now.

▫️A bunch of former GE Capital folk running similar business (aircraft lending, mid-market corproate) at Apollo.

[Possible Value Research @PossibleValue]

@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.

[Possible Value Research @PossibleValue]

Solid day for $CROX

[Possible Value Research @PossibleValue]

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.

[Possible Value Research @PossibleValue]

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...

[doomer @uncledoomer]

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

[Possible Value Research @PossibleValue]

@signulll Of the five best, largest businesses on the planet, Google owns two. No competitors have this distinction.

[Tintin Capital @Tintincapital]

Everybody wants a concentrated portfolio until their portfolio is cut in half while the market is near ATHs.

[Possible Value Research @PossibleValue]

@F_Compounders One of the great businesses of our time, but too expensive.

[Possible Value Research @PossibleValue]

@JonCukierwar Similar thing happened with @BOTB_Dreamcars a couple of years ago. The buyout was an incredible deal for the acquirer.

[Possible Value Research @PossibleValue]

@JohnHuber72 @natstewart5 $NATH has been on my radar for so long. I should've written it up when I had the chance 🤣.

[Possible Value Research @PossibleValue]

Worth reading.

[Garp&Chill @GarpandChill]

https://t.co/aU69k8lcLI

[Possible Value Research @PossibleValue]

@FundasyInvestor Here are the links to my three-part writeup on the business. They're paywalled just FYI.

Part 1: https://t.co/BNIKhkRkF7

Part 2: https://t.co/cizxsFUpnY

Part 3: https://t.co/PeuaAPlKow

[Possible Value Research @PossibleValue]

@WarrenBuffett I'm right over here if you're looking for a new stock picker. I would prefer to focus on smaller names and can start on Monday.

[Possible Value Research @PossibleValue]

Are there any papers or data on people/teams applying the Superforecasting playbook in prediction markets?