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...
by Matt Brice | Aug 28, 2016 | Ideas
This is a write-up on a company that literally hides in plain sight. It is a great company with modest upside potential and fairly limited long-term downside. It’s not a home run, but it is a sleep well at night sort of idea. It is often ignored because of its...
