Evaluating the Business Model of a Domain Registration Company

This chapter explores the perception of a prominent domain registration and hosting company, highlighting its marketing strategies over technological capabilities. The speaker shares personal experiences regarding pricing frustrations while ultimately recognizing the effectiveness of the company's business model in generating recurring revenue.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:07 - What is Tobias Carlisle's view on the general stock market?
03:20 - Why angel investing and venture capital is currently being indexed without due diligence.
05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT).
24:32 - Whether Stig Brodersen has doubled down on Alibaba.
25:39 - Why Stig Brodersen thinks that GoDaddy is undervalued (Ticker: GDDY).
39:24 - Why GoDaddy is not a tech company.
44:08 - Why Hari Ramachandra believes that Verizon is undervalued (Ticker: VZ).

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Mastermind Discussion Q3 2021.
Mastermind Discussion Q2 2021.
CNN's Fear and greed index.
Our FREE stock analysis resource, Intrinsic Value Index.
Subscribe to our FREE Intrinsic Value Assessments.
Tobias Carlisle's podcast, The Acquires Podcast
Tobias Carlisle's ETF, ZIG.
Tobias Carlisle's ETF, Deep.
Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book
Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com.
Tweet directly to Tobias Carlisle.
Hari's Blog: BitsBusiness.com
Tweet directly to Hari.
If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.

SPONSORS

Support our free podcast by supporting our sponsors:

SimpleMining
Hardblock
AnchorWatch
Human Rights Foundation
Unchained
Vanta
Shopify
Onramp

HELP US OUT!

What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests