To Sell or Not To Sell?

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?...

Boring Monopoly Still a Boring Monopoly: VRSN Update

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,...

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...