Possible Value Research

Portfolio Update

Good afternoon and happy Friday.

Sep 5 • 

Nick

1

Adobe (NASDAQ: ADBE)

It’s rare that a business is both a FinTwit and Compounder Bro darling.

Sep 2 • 

Nick

2

August 2025

Crocs (NASDAQ: CROX) August 2025 Update

"We prefer to make our money in association with people of merit, but if a marketable security was available in gobs on a horribly mispriced basis in…

Aug 12 • 

Nick

1

Chain Bridge Bancorp Inc (NYSE: CBNA) Part 2

All the financial information below was taken from Chain Bridge’s S-1, 10-K, quarterly reports, and press releases unless otherwise noted.

Aug 5 • 

Nick

July 2025

Chain Bridge Bancorp Inc (NYSE: CBNA) Part 1

Chain Bridge Bancorp, Inc (NYSE: CBNA), referred to as “Chain Bridge” or “the bank” for remainder of this writeup, is a high return on equity bank that…

Jul 1 • 

Nick

February 2025

January 2025

Crocs (NASDAQ: CROX)

Ah yes, Crocs (NASDAQ: CROX).

Jan 7 • 

Nick

14

Going paid

Good morning and Happy 2025!

Jan 2 • 

Nick

3

December 2024

FY2024 Update on Valvoline (NYSE: VVV)

This post serves as an update on Valvoline (NYSE: VVV).

Dec 20, 2024 • 

Nick

5

2

Vente-Unique (EPA: ALVU)

Vente-Unique (EPA: ALVU) is an online seller and marketplace of furniture and home furnishings in Europe.

Dec 3, 2024 • 

Nick

9

2

November 2024

Sleep Cycle (SLEEP.ST)

Featuring notes from my conversation with Jessica Grunewald at Redeye

Nov 5, 2024 • 

Nick

6

October 2024

Q3 2024 Update on Esquire Bank

This post is an update on Esquire Bank’s Q3 2024.

Oct 25, 2024 • 

Nick

2