The Internet’s Toll Road

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...

A Telephone Book Monopoly?

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...