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Possible Value Research

My goal is to research, learn and get feedback about businesses with high returns on invested capital. I'm starting with the A's and going to the Z's.

Newsletter · By Nick · English · Official site

Indexed issues, last 90 days
2
Latest publication
Sep 21, 2026
Audience
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Earliest in this view
Aug 25, 2026

Latest issues

  1. Issue · Sep 21, 2026

    Chain Bridge Bancorp Update (NYSE: CBNA) (opens the original)

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    Good morning and happy Monday to you and yours. I increased my position in Chain Bridge Bancorp (NYSE: CBNA) last week and decided an update was in order. The reason for increasing my position? The bank is firing on all cylinders, and the thesis still makes sense. Let’s get to it.CEO and CEO CompensationJohn. J Brough remains as CEO. His base salary increased to a touch under $398k in 2025 while his incentive compensation was $180k.More importantly the elements of his incentive compensation didn

  2. Issue · Aug 25, 2026

    Fiserv (NASDAQ: FISV) (opens the original)

    Excerpt · Critical tone

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    From its IPO through February 2025, Fiserv was a stock market darling. Google Finance has its stock price rising from $0.28/share way back in September 1986 to a zenith of $230/share. That’s more than 820x your money or a CAGR of 19+% per year for 38+ years. A life altering investment if you can find it. Fortune has turned its back on Fiserv in the following year and a half since. Its stock price is down a cool (76%+) during the period. Questions abound about how good the business really is. Som

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