Verisign: A Case Study in Great Businesses

Verisign (“VRSN”):  The quarterly update from VRSN is so enjoyable.  It takes so little mental effort to realize that this is a great business.  Additionally, each quarter, you realize how much heavy lifting is being done for you by the...

Facebook Earnings and Some General Thoughts

“What company? That one. The company that shows up once in a very long while — the Google of yesterday, the Microsoft of long ago… That company that’s on the cusp of Changing the World, that’s still small enough where each employee has a huge impact on the...

Talk at Markel and Some Quick Thoughts

A few weeks ago, my good friend Saurabh Madaan (a former Googler who now works at Markel with Tom Gayner) invited me to come to Richmond to chat about a few investing ideas with Mr. Gayner and a few other “Markelers” (if there are Googlers, why can’t...