VRSN
VeriSign, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- —
- Verdicts
- Inconclusive 2
position
Winter 2021
John Huber, Saber Capital Management
long
inconclusive
Newsletter
John Huber describes VeriSign as the 'toll road of the internet' due to its monopoly on .com and .net domains, which provides high-margin, recurring revenue. He acknowledges that he sold the stock too
position
Fall 2013
Guy Spier
long
inconclusive
Newsletter
VeriSign is considered a beautiful business, although it may not be cheap. The investor feels that it could fit within their circle of competence, indicating a potential interest in the company despit