by Matt Brice | Oct 26, 2018 | Ideas, Investment Journal
VRSN reported their quarterly results last night with a brief 30 minute conference call (you could also read the transcript in about half that time). The remarkable thing about VRSN is really how unremarkable it is. The business is highly focused on managing the .com...
by John Huber | May 19, 2017 | Ideas, Investment Journal, Investment Theory
This will be a somewhat meandering post on some notes of mine regarding the concept of selling, as well as some brief comments on AutoNation and Verisign (the latter is a current holding). I’ve talked about stocks in category 1 vs category 2. What do I mean by this?...
by Matt Brice | Feb 11, 2017 | Ideas
VRSN Earnings Update: 2/10/17: No news is good news with most companies and Verisign (VRSN) is no different. There is no real news this quarter. As we first discussed, Verisign is a solid single, in baseball parlance, that has potential to turn into a double,...
by John Huber | Sep 27, 2016 | Ideas
We've written two posts on various aspects of Verisign's business and the current situation that is surrounding the company. We thought it would be a good idea to update/combine the two posts into a more comprehensive write-up. Matt and John both contributed to this...
by John Huber | Sep 2, 2016 | Ideas, Investment Journal
A few days ago Matt published a nice summary for the investment case for Verisign. I had a few comments I’ll make regarding a development that occurred today. Read Matt’s write-up for a more detailed background on the company, but to briefly recap: Verisign operates...
